Recruiter

Charlotte, NC, United States

Wealth, Trust and Estate Planning Associate Attorney

Attorney

1-7 yrs required

Full-time

No

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 (.) 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).

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