Wealth, Trust and Estate Planning Associate Attorney

A law firm in Charlotte is seeking a skilled Wealth, Trust and Estate Planning Associate Attorney with knowledge of federal estate and gift taxes. The ideal candidate will have experience in estate administration, partnerships, corporations, charitable planning, closely-held businesses planning, and sophisticated tax planning for entities and individuals. Strong research, writing, presentation, and interpersonal skills are essential for this role.

Duties:

• Drafting wills, trusts, and other estate planning documents.
• Advising clients on estate and gift tax planning strategies.
• Handling estate administration and probate matters.
• Providing legal advice on charitable planning and closely-held business planning.
• Conducting legal research and analysis on complex estate planning issues.
• Collaborating with senior attorneys on client matters and projects.

Requirements:

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the state bar of North Carolina (or eligible for admission).
• 2-4 years of experience in trusts and estates law, with a focus on estate planning.
• Strong knowledge of federal estate and gift tax laws and regulations.
• Experience with drafting wills, trusts, and other related documents.
• Excellent academic credentials and a strong academic record.

Preferred Qualifications:

• Experience in estate administration and probate proceedings.
• Familiarity with partnership and corporate tax planning.
• Background in charitable planning and nonprofit organizations.
• Demonstrated ability to handle sophisticated tax planning for individuals and entities.
• Outstanding communication and interpersonal skills.

Skills:

• Proficiency in legal research and writing.
• Ability to analyze complex legal issues and provide practical advice.
• Strong attention to detail and organizational skills.
• Team-oriented with the ability to work independently.
• Confidence in presenting complex ideas and strategies to clients.

Certifications:

• Certified Specialist in Estate Planning (CSEP) (preferred but not required).
• Any relevant certifications in tax law or estate planning (desired).

Join one of the fastest growing law firms in the Southeast. Their practice includes corporate, litigation, bankruptcy, intellectual property, and many others. They are now looking to hire more outstanding attorneys with top academic credentials and meaningful work experience.