Trusts & Estates Associate

Job Overview:
A distinguished law firm is seeking a Trusts & Estates Associate Attorney with 3–8 years of relevant experience to join its well-established and respected Trusts & Estates Practice Group. This role offers the opportunity to work on complex estate planning, administration, and tax matters for high-net-worth individuals, families, and charitable entities. The ideal candidate will have strong technical knowledge and a client-focused mindset, along with a commitment to excellence and professional growth.

Location:

• Charlotte, NC

Duties:

• Advise clients on estate planning strategies, including wills, trusts, and advanced directives

• Assist with the administration of estates and trusts, including probate proceedings

• Provide counsel on charitable giving and philanthropic planning

• Analyze and implement tax-efficient estate and gift planning solutions

• Draft comprehensive estate planning documents and related legal instruments

• Coordinate with financial advisors, CPAs, and other professionals to implement plans

• Stay current on federal and state tax laws relevant to trusts and estates

Requirements:

• 3–8 years of prior legal experience, primarily focused in the trusts and estates practice area

• Strong understanding of estate, gift, and generation-skipping transfer tax planning

• Ability to manage multiple matters independently while maintaining high attention to detail

• Demonstrated experience working with high-net-worth individuals and family-owned businesses

Education:

• Juris Doctor (JD) from an ABA-accredited law school

Certifications:

• Admission to the North Carolina Bar (or ability to become licensed promptly)

Skills:

• Excellent drafting and legal writing skills

• Strong analytical and problem-solving abilities

• Effective communication skills, including the ability to explain complex legal concepts clearly

• Professionalism, discretion, and integrity in handling sensitive client matters

• Collaborative approach and ability to work within a team-based environment

Benefits:

• Competitive salary commensurate with experience

• Comprehensive benefits package

• Opportunities for long-term career development within a top-tier practice group

• Supportive, team-oriented firm culture focused on mentoring and growth

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.