Philadelphia Estate Planning Council

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  • Friday, December 27, 2019 8:57 AM | Anonymous

    Spector Gadon Rosen Vinci P.C. is seeking an attorney with 10+ years’ experience in estate and trust administration for a full-time position in its Estates & Trusts practice group in its Center City location. Existing client base preferred.

    Qualifications:

    • Experience with wills and trusts and knowledge of estate and gift taxation; income tax knowledge for trusts and estates
    • Understanding of estate planning, estate administration and trust administration
    • Experience in business matters (partnerships, LLCs, S corporations) including planning for families a plus
    • Charitable planning experience is a plus

    Key Competencies:

    • Excellent drafting skills
    • Strong analytical and problem-solving skills
    • Organizational and planning skills
    • Information gathering, tracking, and monitoring skills
    • Attention to detail and accuracy
    • Ability to convey complex legal issues clearly, both verbally and in writing to attorneys and non-attorneys
    • Ability to meet deadlines
    • Ability to prioritize and complete simultaneous projects
    • Ability to build rapport and communicate effectively with attorneys, clients, professional staff and peers
    • Legal competence and pursuit of continued learning
    • Self-starter, self-motivated and be able to work on his/her own work
    • Confidentiality

    Education & Experience:

    • J.D. from an accredited law school (transcripts required). LL.M. a plus.
    • Work experience and existing client base with ability to service new referral clients
    • 10+ years of experience as a practicing attorney in the estate planning and elder law industry
    • Proficiency in Microsoft Office programs (Word, Outlook, Excel)
    • Pennsylvania Bar admission required

    Benefits offered:

    • Health insurance – single coverage options, with spouse/family coverage available at employee’s expense
    • Dental insurance – single coverage options, with spouse/family coverage available at employee’s expense
    • 401(k) retirement and tax savings plans
    • Vacation and Sick Time
    • Life insurance
    • Disability Insurance (Short and Long Term) available at employee’s expense

    Job Classification: Full-Time

    Salary commensurate with experience. EOE.

    Please submit resume with salary requirements to Mark A. Tarasiewicz, Executive Director of Administration, mtarasiewicz@sgrvlaw.com. (No phone calls, please.)


  • Wednesday, November 06, 2019 4:30 PM | Anonymous

    Cozen O'Connor's Private Client Services group is looking for a senior associate with approximately six to seven years of trusts and estates litigation experience to join the Philadelphia office. The ideal candidate will have fiduciary litigation and related counseling experience in complex and high-value disputes representing clients. Experience representing high net worth individuals and families; private and charitable foundations; and individual and corporate fiduciaries is also expected. Candidates must demonstrate proficiency with trial practice, the rules of civil procedure, the Pennsylvania Orphans' Court Rules, and the rules of evidence.

    Cozen O'Connor Private Client Services group has more experienced attorneys than almost any large law firm in the country. The group counsels high net worth families and individuals both in the United States and abroad, and assists successful business owners and entrepreneurs, providing advice on trusts, estates, tax strategies, and estate disputes.

    Admission to Pennsylvania bar required; New Jersey and New York bar admission preferred.

    We are not accepting submissions from search firms for this position.

    Applicants can apply via: www.cozen.com/careers

    Cozen O'Connor is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation or sex or any other unlawful factor.

  • Thursday, August 29, 2019 3:22 PM | Anonymous

    Laura Solomon & Associates, a growing firm dedicated to serving nonprofit, tax-exempt organizations and philanthropic individuals (www.laurasolomonesq.com), is seeking a new Associate Attorney who is interested in joining our practice.  Located on the Main Line, just west of Philadelphia, the firm is recognized as a leader in the charitable sector and works exclusively on matters related to tax-exempt organizations and philanthropic matters, serving as general counsel to hundreds of public charities, private foundations, trade associations, and other nonprofits.  We counsel clients locally, around the U.S., and internationally.

    This position offers a tremendous opportunity for learning and professional growth and has the following requirements:

    • Demonstrated commitment to, and desire to work with, nonprofit organizations and philanthropic individuals
    • 3 to 5 years’ applicable legal experience, with large law firm experience strongly preferred
    • A knowledge base in the following areas (familiarity with application to exempt organizations/nonprofits is strongly preferred):
      • corporate law (incorporation, Bylaw and Resolution drafting; nonprofit corporate and transactional experience is strongly preferred)

      • federal taxation

      • trusts and estates (Orphans Court and charitable gift planning)

      • real estate law

    • Licensed to practice law in PA (additional states, including NJ, NY, and DE, are helpful)
    • Excellent communications skills – both orally and in writing, including ability to explain legal concepts to non-lawyers
    • Strong legal and business judgement
    • Excellent research and analytical skills
    • Personal Characteristics - positive; decisive; hardworking; mature; professional; detail-oriented; poised/level headed; articulate; takes responsibility and initiative; energetic; thoughtful; team player; flexible and able to juggle competing client demands

        Other factors for consideration include:

    • Other relevant professional experience in the nonprofit sector
    • Masters of Law in Taxation
    • Nonprofit board experience
    • Public speaking experience.

    Our firm has an excellent work culture and strong commitment to our clients. We wholeheartedly serve our clients and their missions. This is a firm where you can do meaningful work with nonprofits and be supported and mentored.   We expect all of our staff to be able to manage their own schedule and deadlines. To be successful, all members of our office must have high expectations of their own work, attention to detail, and motivation to do excellent work.  

    As part of the culture of Laura Solomon & Associates, we value our work/family balance and that of our colleagues as well. The firm sets a reasonable and manageable billable hour requirement of 1300 hours.  Our compensation package is competitive, including opportunities to be rewarded for your initiative and business development.  The firm offers medical/dental insurance.  Retirement savings are encouraged through matching 401(k) and profit sharing plan.

    To apply for this position, please send your resume with cover letter, two writing samples, and salary history/request to recruiting@laurasolomonesq.com. 

    For more information about the firm, please see www.laurasolomonesq.com

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To list a posting for up to three months, the cost is $100.00 for members and $200.00 for non-members.   Submit payment below by clicking on "Job Posting" and then email the job information to staff@philaepc.org.  Please allow up to 24 hours for a job to be posted.

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Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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