iLocatum
Wealth, Trust & Estate Planning Associate Attorney
Please note: The role requires employees to be physically present at our office located in Charlotte, NC.
About Our Client
Our client is a highly experienced private wealth practice on the East Coast, providing comprehensive legal solutions to affluent individuals and businesses. They are renowned for their innovative approach to estate and wealth planning, ensuring customized solutions to safeguard and enhance clients' assets. With a strong commitment to excellence and personalized service, they have earned a solid reputation in the legal community.
Job Description
- Create wills, trusts, and various estate planning documents
- Offer advice on federal estate and gift taxes to clients
- Manage estate administration and sophisticated tax planning for both individuals and entities
- Collaborate with partnerships, corporations, and closely-held businesses on estate planning matters
- Participate in charitable planning initiatives
- Conduct research and deliver clear explanations of complex legal solutions
Qualifications
- 2-4 years of experience in trusts and estates law
- Admitted to the North Carolina State Bar
- Proficient in drafting estate planning documents such as wills and trusts
- Thorough understanding of federal estate and gift tax laws
- Preferred experience in estate administration and tax planning for partnerships and corporations
- Strong skills in research, writing, and presentation
- Excellent interpersonal skills and ability to work collaboratively
Why This Is an Excellent Opportunity
- Join a leading and esteemed wealth planning practice
- Engage in high-net-worth cases and intricate estate planning matters
- Potential for professional growth and development
- Competitive compensation and benefits package
- Collaborative work environment with a focus on maintaining 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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