Senior Trust & Estate Attorney

Job Description

Job Description

Our client a high end boutique is currently seeking an accomplished Senior Trust & Estate Attorney to join a respected services firm in South Jersey. This role is suited for a lawyer who brings deep experience advising affluent individuals, families, business owners, and fiduciaries on intricate wealth transfer and tax planning matters. The position offers the chance to handle sophisticated private client work in a collegial, client-centered environment while building long-term advisory relationships.

Candidates with direct experience are encouraged to reach out to Kevin Ross with Robert Half in Philadelphia for immediate consideration.

Responsibilities:

• Guide high-net-worth clients through complex estate, gift, and generation-skipping transfer tax planning strategies tailored to their personal and family objectives.

• Prepare and execute sophisticated planning instruments, including irrevocable trust structures, charitable vehicles, and business succession arrangements designed to preserve and transfer wealth effectively.

• Advise trustees, executors, beneficiaries, and other fiduciaries on the legal and practical aspects of trust and estate administration.

• Develop succession frameworks for closely held companies and multigenerational family enterprises to support continuity and ownership transition goals.

• Partner with accountants, financial planners, and other external advisors to deliver coordinated and tax-efficient planning solutions.

• Build and sustain strong client relationships by serving as a strategic advisor and contributing to practice growth initiatives.

• At least 10 years of substantive experience in trusts and estates work within a major law firm, established boutique practice, or comparable private client environment.

• Demonstrated knowledge of estate, gift, and income tax planning principles relevant to complex wealth structuring.

• Proven experience representing high-net-worth and ultra-high-net-worth individuals, families, and related entities.

• Strong drafting ability with the judgment to create precise, customized estate planning documents.

• Excellent analytical, communication, and relationship-management skills.

• Active bar admission and good standing in the applicable jurisdiction.