Wealth Trust And Estate Planning Associate Attorney

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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.

Company info

BCG Attorney Search
400 Perimeter Center Ter NE Ste 900
Atlanta
Georgia
United States 30346
Phone : 770-450-2000
Fax : (213) 895-7306