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Wealth, Trust & Estate Planning Associate Attorney

Stealth Recruiting Services
Charlotte, NC Full Time
POSTED ON 1/20/2025
AVAILABLE BEFORE 4/13/2025

Job Description

Job Description

190k to 340k

Job Description

Note : This position requires employees to be on-site at the Charlotte, NC office.

About Our Client

Our client is one of the most experienced private wealth practices on the East Coast, offering comprehensive legal solutions to high-net-worth individuals and businesses. They are known for their innovative approach to estate and wealth planning, ensuring that clients receive tailored solutions to protect and grow their assets. With a commitment to excellence and personalized service, they have earned a strong reputation in the legal community.

Job Description

  • Draft wills, trusts, and related estate planning documents
  • Advise clients on federal estate and gift taxes
  • Handle estate administration and sophisticated tax planning for individuals and entities
  • Work with partnerships, corporations, and closely-held businesses for estate planning
  • Collaborate on charitable planning initiatives
  • Conduct research and present complex legal solutions in clear terms

Qualifications

Qualifications

  • 2-4 years of experience in trusts and estates law
  • Admitted to the North Carolina State Bar
  • Proficiency in drafting estate planning documents (wills, trusts, etc.)
  • In-depth knowledge of federal estate and gift tax laws
  • Experience with estate administration and tax planning for partnerships and corporations is preferred
  • Strong research, writing, and presentation skills
  • Excellent interpersonal skills and ability to work collaboratively

    • Why is This a Great Opportunity

    Why This Is a Great Opportunity

  • Join a leading and respected wealth planning practice
  • Work on high-net-worth cases and complex estate planning matters
  • Opportunity for professional growth and development
  • Competitive compensation and benefits package
  • Collaborative work environment with a focus on work-life balance
    • Benefits :
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Relocation assistance
  • Retirement plan
  • Vision insurance

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