Wealth, Trust & Estate Planning Associate

Job Overview
A law firm seeks a Wealth, Trust & Estate Planning Associate for its Charlotte, NC office. The ideal candidate will have two to four years of experience in trusts and estates, including drafting wills and trusts, with required knowledge of federal estate and gift taxes.

Duties

• Draft wills, trusts, and related documents.
• Advise on federal estate and gift tax matters.
• Engage in estate administration and charitable planning.
• Assist with planning for closely-held businesses and sophisticated tax strategies.

Requirements

• Minimum of two years of experience in trusts and estates.
• Strong research, writing, and presentation skills.
• Excellent interpersonal abilities.

Education

• Juris Doctor degree (or equivalent).

Certifications

• Admission to the North Carolina State Bar preferred.

Skills

• Proficiency in drafting legal documents.
• Knowledge of estate and gift tax laws.
• Experience with partnerships and corporations.

Benefits

• Health insurance plans with HSA option.
• Dental, vision, and prescription coverage.
• Cash Balance Pension Plan or Flexible Spending Accounts.
• Life and AD&D Insurance.
• Short & Long Term Disability coverage.
• Financial Wellness Program.
• Parental Leave and generous Holiday/Vacation Pay.
• Relocation expense reimbursement and bar support.

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.