Wealth, Trust And Estate Planning Associate Attorney

Job Title: Wealth, Trust, And Estate Planning Associate Attorney

Job Overview

A prominent law firm located in Charlotte, NC, is seeking an Associate Attorney to join its Wealth, Trust & Estate Planning group. This group is recognized as one of the largest and most experienced private wealth practices on the East Coast. The ideal candidate will have a strong foundation in trusts and estates, with a focus on drafting wills, trusts, and related documents. The firm values excellence, professionalism, and collaboration, making this an exciting opportunity for those looking to advance their careers in a supportive environment.

Duties

• Draft and review estate planning documents, including wills, trusts, and powers of attorney, ensuring compliance with all applicable laws and regulations.
• Provide comprehensive legal advice on estate administration, including probate matters and the management of trusts.
• Conduct detailed analyses of federal estate and gift tax implications for clients.
• Collaborate with clients to create personalized wealth transfer strategies that align with their financial and family goals.
• Advise on charitable planning, closely-held businesses, and sophisticated tax planning for both entities and individuals.
• Stay abreast of changes in estate planning laws and practices to ensure the firm’s services remain cutting-edge.
• Develop strong relationships with clients, acting as a trusted advisor throughout the estate planning process.

Requirements

• A minimum of 2-4 years of relevant experience in trusts and estates law.
• Demonstrated expertise in drafting and managing estate planning documents.
• Solid understanding of federal estate and gift tax laws.
• Experience with estate administration, partnerships, corporations, and charitable planning is preferred.
• Proven ability to work collaboratively in a fast-paced environment while managing multiple priorities.
• Excellent research, writing, presentation, and interpersonal skills.

Education

• Juris Doctor (JD) from an accredited law school.

Certifications

• Must be licensed to practice law in North Carolina.

Skills

• Strong analytical and problem-solving abilities.
• Exceptional communication skills, both verbal and written.
• Ability to build and maintain client relationships.
• Detail-oriented with a commitment to producing high-quality work.

Job Location

• Charlotte, NC

Benefits

• Comprehensive health and wellness plans, including options for health savings accounts, dental, vision, and telehealth services.
• Financial security options include a Cash Balance Pension Plan, life insurance, short and long-term disability coverage, and a financial wellness program.
• Generous work-life balance offerings, such as parental leave, holiday and vacation pay, and bereavement leave.
• Relocation support and reimbursement for bar application and review costs to facilitate a smooth transition.

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.