A growth oriented and highly reputable client in the Charlotte market, is hiring for a Trusts and Estates Attorney, with a passion for helping clients protect their legacies. They are seeking a highly skilled legal professional to join their dynamic and collaborative team. This is a unique opportunity to work on sophisticated estate planning and wealth transfer strategies for high-net-worth individuals and families in Charlotte and nationally.
Key Responsibilities
• Draft and review complex estate planning documents including wills, trusts, powers of attorney, and healthcare directives.
• Advise clients on tax-efficient wealth transfer strategies, charitable planning, and business succession.
• Collaborate with financial advisors, CPAs, and fiduciaries to develop comprehensive estate plans.
• Stay current on federal and state tax laws affecting estates and trusts.
• Provide guidance on probate and trust administration matters.
Qualifications
• J.D. from an accredited law school and admission to the North Carolina state bar (or ability to waive in).
• LLM in Taxation preferred.
• Minimum of 4 years of experience in trusts and estates transactional/drafting work.
• Strong knowledge of estate, gift, and generation-skipping transfer tax laws.
• Exceptional drafting, analytical, and communication skills.
• Ability to manage multiple client matters with professionalism and attention to detail.
Why Join Us?
• Competitive compensation and benefits package.
• Supportive, collegial environment with opportunities for professional growth.
• Access to high-quality clients and complex planning matters.
• Flexible work arrangements and commitment to work-life balance.
Ready to make a meaningful impact?
Submit your resume through the apply link above!
