Trusts and Estates Associate Attorney

A law firm is seeking a Trusts and Estates Associate Attorney to join its Charlotte, NC office. The ideal candidate will have 3-8 years of experience in trusts and estates law, including estate planning, estate administration, charitable planning, and tax planning. Candidates currently enrolled in a Tax LLM program with a focus on trusts and estates tax courses will also be considered. The role requires strong expertise in managing complex estate matters and providing comprehensive legal advice.

Duties and Responsibilities:

• Provide legal guidance and representation in estate planning, including drafting wills, trusts, and related documents.
• Manage estate administration processes, including probate and trust administration.
• Advise clients on charitable planning strategies and the establishment of charitable trusts.
• Offer counsel on tax planning related to estates, including gift and estate tax strategies.
• Conduct legal research and analysis on trusts and estates laws and regulations.
• Collaborate with clients, financial advisors, and other professionals to develop and implement estate plans.
• Review and update estate planning documents to ensure compliance with current laws and regulations.
• Represent clients in disputes related to trusts and estates, including contested matters.
• Stay current on legal developments and trends in trusts and estates law to provide up-to-date advice.

Requirements:

• Juris Doctor (J.D.) degree from an accredited law school.
• 3-8 years of experience in trusts and estates law, including estate planning, estate administration, charitable planning, and tax planning.
• Enrollment in a Tax LLM program with coursework related to trusts and estates is a plus.
• Strong knowledge of trusts and estates laws, including tax implications.
• Excellent legal research, writing, and drafting skills.
• Ability to analyze complex legal issues and provide clear and practical advice.
• Effective communication and interpersonal skills, with the ability to work collaboratively with clients and other professionals.
• High attention to detail and organizational skills.

Formed in the first quarter of the twentieth century, this North Carolina-based law firm is comprised of a fairly large team of highly skilled attorneys. It has nine practice groups, including corporate, commercial real estate, litigation, and trusts & estates. Prominent legal periodicals have time and again recognized several of the firm's attorneys for their solid legal expertise.