Job Description

Mid-level Trusts & Estates Associate - Ultra High Net Worth Practice at Sterlington, PLLC summary:

A Mid-level Trusts & Estates Associate specializing in advising ultra-high net worth individuals and families on complex estate planning, wealth transfer strategies, and tax-efficient structuring. This role involves drafting sophisticated estate planning documents and collaborating with fiduciaries, financial advisors, and tax professionals to provide integrated solutions. The position requires strong knowledge of estate and gift tax law, exceptional client relationship management, and experience with complex asset structures.

Sterlington PLLC is a full service law firm focusing on complex corporate, litigation, executive compensation and private wealth matters. We focus on the economic and legal aspects of our matters.
Among other strengths, Sterlington is the ultimate law firm for private capital, family offices, founders, and senior executives, as well as their related businesses.
Learn more at:
Position Summary
We are seeking an experienced mid-level Trusts & Estates Associate to join our elite Private Wealth team. This role focuses on advising ultra-high net worth individuals and families-including entrepreneurs, executives, family offices, and legacy wealth holders-on complex estate planning, wealth transfer strategies, and sophisticated estate and gift tax mitigation.
This role offers the opportunity to work with some of the most sophisticated UHNW clients in the country, advising complex estate planning, wealth transfer strategies, and tax-efficient structuring.
Key Responsibilities

• Advise UHNW individuals, families, and family offices on estate, gift, and generation-skipping transfer tax matters
• Draft and review sophisticated estate planning documents, including GRATs, IDGTs, SLATs, QTIPs, and charitable trusts
• Structure and implement wealth transfer strategies involving closely held businesses, private investments, and cross-border assets
• Collaborate with fiduciaries, financial advisors, and tax professionals to develop integrated planning solutions
• Provide guidance on probate, trust administration, and fiduciary income tax issues
• Stay current on federal and state tax developments impacting private clients and wealth planning

Experience and Qualifications

• J.D. from a top-tier law school; LL.M. in Taxation preferred
• Active membership in a U.S. state bar (PA, NJ, FL, NY, CA, TX, IL, or DC preferred)
• 3-6 years of relevant experience in trusts & estates, tax planning, or private client services
• Strong drafting skills and deep knowledge of estate/gift tax code and regulations
• Experience working with UHNW clients and complex asset structures
• Exceptional judgment, discretion, and client service orientation

• High emotional intelligence and ability to manage complex client relationships with diplomacy and tact

• Experience advising family offices, business owners and multigenerational wealth structures

Sterlington uses E-Verify to confirm employees' work authorization.

Keywords:

Trusts and estates, Ultra-high net worth, Estate planning, Wealth transfer, Tax mitigation, Family offices, Gift tax, Generation-skipping transfer, Estate documents drafting, Private wealth law

Job Tags

For contractors,

Similar Jobs