Description:
Heckscher, Teillon, Terrill & Sager, a boutique trusts and estates law firm located in West Conshohocken, Pennsylvania, near Philadelphia, seeks a full-time associate to join our vibrant and collegial practice of 23 attorneys.Qualified Candidate Requirements:
- 3+ years of experience with a focus on trusts and estates law and a long-term commitment to the practice.
- Excellent academic credentials, research, writing and analytical skills, a strong work ethic and a demonstrated commitment to the practice of trusts and estates law.
- Experience in one or more of the following: estate and tax planning, estate administration, trust administration, fiduciary litigation, closely-held business planning, tax-exempt and charitable planning and special needs trusts and guardianships.
- Preferred familiarity with the procedure and practice of the Pennsylvania Orphans' Court is a plus.
Key Responsibilities:
- Advise clients on estate planning including tax and family goals.
- Draft estate planning documents. Hands-on involvement with estate administration, including reviewing federal estate and Pennsylvania inheritance tax returns.
- Research and advise clients on complex tax issues.
- Review court accountings and prepare related petitions for adjudication, trust modifications and nonjudicial settlement agreements.
