Wealth Trust & Estate Planning Associate
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Job Location:
Charlotte, VT - USA
Monthly Salary:
Not Disclosed
Posted on:
6 hours ago
Vacancies:
1 Vacancy
Job Summary
Wealth Trust & Estate Planning Associate
We are seeking an associate attorney to join a well-established and highly respected Wealth Trust & Estate Planning practice based in Charlotte. This role offers the opportunity to work on sophisticated private wealth matters for high-net-worth individuals families and closely held businesses while receiving hands-on training and mentorship from experienced practitioners.
The position is ideal for an attorney who enjoys combining technical tax knowledge with thoughtful client counseling. You will play a meaningful role in designing implementing and administering estate plans while building long-term relationships with clients and collaborating closely with colleagues across related practice areas.
Key Responsibilities:
- Draft wills revocable and irrevocable trusts and related estate planning documents
- Advise clients on federal estate gift and generation-skipping transfer tax matters
- Assist with estate and trust administration matters
- Support planning for closely held businesses partnerships and corporate structures
- Participate in charitable planning and tax-efficient wealth transfer strategies
- Conduct legal research and prepare written analyses and client communications
- Collaborate with attorneys across tax corporate and fiduciary practices
What Were Looking For:
- Two to four years of experience in trusts and estates or private wealth planning
- Experience drafting wills trusts and related estate planning documents
- Working knowledge of federal estate and gift tax regimes
- Experience with estate administration charitable planning business succession planning or sophisticated tax planning is preferred
- Strong academic credentials with excellent research writing presentation and interpersonal skills
- Detail-oriented client-focused and comfortable working in a collaborative team environment
Why You Should Join:
This is an opportunity to become part of one of the largest and most experienced private wealth practices on the East Coast working on complex and meaningful matters for clients with significant planning needs. Attorneys in this group are trusted advisors to multi-generational families and business owners offering both technical excellence and thoughtful long-term guidance.
The practice is known for its collaborative culture deep subject-matter expertise and commitment to mentoring and professional development. Associates are given early responsibility direct client exposure and the opportunity to build a sophisticated private wealth practice with long-term career growth in mind.
Equally important the firm places a strong emphasis on balance and sustainability supporting attorneys with the resources flexibility and benefits needed to thrive both professionally and personally.
Benefits & Support:
The firm is committed to supporting attorneys both professionally and personally through a comprehensive benefits program:
Health & Wellness
- Multiple health insurance plan options including an HSA
- Dental vision and prescription drug coverage
- Telehealth services
Financial Security
- Cash Balance Pension Plan (for members) or Flexible Spending Accounts (for non-members)
- Life Insurance and Accidental Death & Dismemberment coverage
- Short- and Long-Term Disability insurance
- Financial Wellness Program
Work-Life Balance
- Maternal and Paternal Parental Leave
- Generous holiday and vacation policies
- Bereavement leave
- Body Wellness Program and Employee Assistance Program
Relocation & Bar Support
- Reimbursement of reasonable relocation expenses
- Coverage of bar application and review costs
Wealth Trust & Estate Planning Associate
We are seeking an associate attorney to join a well-established and highly respected Wealth Trust & Estate Planning practice based in Charlotte. This role offers the opportunity to work on sophisticated private wealth matters for high-net-worth individuals families and closely held businesses while receiving hands-on training and mentorship from experienced practitioners.
The position is ideal for an attorney who enjoys combining technical tax knowledge with thoughtful client counseling. You will play a meaningful role in designing implementing and administering estate plans while building long-term relationships with clients and collaborating closely with colleagues across related practice areas.
Key Responsibilities:
- Draft wills revocable and irrevocable trusts and related estate planning documents
- Advise clients on federal estate gift and generation-skipping transfer tax matters
- Assist with estate and trust administration matters
- Support planning for closely held businesses partnerships and corporate structures
- Participate in charitable planning and tax-efficient wealth transfer strategies
- Conduct legal research and prepare written analyses and client communications
- Collaborate with attorneys across tax corporate and fiduciary practices
What Were Looking For:
- Two to four years of experience in trusts and estates or private wealth planning
- Experience drafting wills trusts and related estate planning documents
- Working knowledge of federal estate and gift tax regimes
- Experience with estate administration charitable planning business succession planning or sophisticated tax planning is preferred
- Strong academic credentials with excellent research writing presentation and interpersonal skills
- Detail-oriented client-focused and comfortable working in a collaborative team environment
Why You Should Join:
This is an opportunity to become part of one of the largest and most experienced private wealth practices on the East Coast working on complex and meaningful matters for clients with significant planning needs. Attorneys in this group are trusted advisors to multi-generational families and business owners offering both technical excellence and thoughtful long-term guidance.
The practice is known for its collaborative culture deep subject-matter expertise and commitment to mentoring and professional development. Associates are given early responsibility direct client exposure and the opportunity to build a sophisticated private wealth practice with long-term career growth in mind.
Equally important the firm places a strong emphasis on balance and sustainability supporting attorneys with the resources flexibility and benefits needed to thrive both professionally and personally.
Benefits & Support:
The firm is committed to supporting attorneys both professionally and personally through a comprehensive benefits program:
Health & Wellness
- Multiple health insurance plan options including an HSA
- Dental vision and prescription drug coverage
- Telehealth services
Financial Security
- Cash Balance Pension Plan (for members) or Flexible Spending Accounts (for non-members)
- Life Insurance and Accidental Death & Dismemberment coverage
- Short- and Long-Term Disability insurance
- Financial Wellness Program
Work-Life Balance
- Maternal and Paternal Parental Leave
- Generous holiday and vacation policies
- Bereavement leave
- Body Wellness Program and Employee Assistance Program
Relocation & Bar Support
- Reimbursement of reasonable relocation expenses
- Coverage of bar application and review costs
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
