The role involves advising high-net-worth individuals, families, and trustees on complex wealth transfer and estate planning matters, helping clients define, protect, and achieve long-term planning objectives through customized strategies reflecting evolving tax laws and family dynamics.
Key responsibilities include designing and implementing advanced estate planning techniques, such as gift tax planning, charitable giving strategies, irrevocable gifting trusts, and leveraging federal and state tax exemptions and exclusions.
The associate will draft and review sophisticated estate planning documents, including wills, trusts, and ancillary instruments.
The role entails counseling trustees and executors on the administration of trusts and decedents estates, guiding fiduciaries in understanding and fulfilling their duties, and assisting with complex intestacy laws and administration procedures.
A strong working knowledge of gift, estate, and generation-skipping transfer tax regimes is required.
Candidates must demonstrate the ability to manage complex matters independently while collaborating effectively with teams.

Trust & Estate Associate

5-7 PQE · May 1, 2026 (5 months ago)

Fox Rothschild

5-7 PQE · May 1, 2026 (5 months ago)

Employment type

Full-time

Practice area

Trusts & Estates

Location

Atlanta

Overview

The role involves advising high-net-worth individuals, families, and trustees on complex wealth transfer and estate planning matters, helping clients define, protect, and achieve long-term planning objectives through customized strategies reflecting evolving tax laws and family dynamics.
Key responsibilities include designing and implementing advanced estate planning techniques, such as gift tax planning, charitable giving strategies, irrevocable gifting trusts, and leveraging federal and state tax exemptions and exclusions.
The associate will draft and review sophisticated estate planning documents, including wills, trusts, and ancillary instruments.
The role entails counseling trustees and executors on the administration of trusts and decedents estates, guiding fiduciaries in understanding and fulfilling their duties, and assisting with complex intestacy laws and administration procedures.
A strong working knowledge of gift, estate, and generation-skipping transfer tax regimes is required.
Candidates must demonstrate the ability to manage complex matters independently while collaborating effectively with teams.

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Last updated: September 22, 2026