Trusts and Estates Attorney

Profile

Job Overview

A law firm seeks a seasoned Trusts and Estates Attorney for its Raleigh, NC office to counsel high-net-worth individuals, families, corporate fiduciaries, and private companies on sophisticated wealth-preservation, estate-planning, and business succession matters. The ideal candidate will possess advanced technical planning skills and a strong client-service orientation, with the ability to collaborate across multiple disciplines within the firm.

Duties

• Lead complex estate plans for high-net-worth individuals and families, including wills and various trusts.
• Advise on estate, gift, and generation-skipping transfer tax strategies in coordination with tax professionals.
• Plan and facilitate business succession and family-company transfers, including valuation and ownership transition.
• Prepare advanced wealth-protection strategies, including asset protection and trust-shielding.
• Provide ongoing trust and estate administration services, including probate and fiduciary tax returns.
• Represent fiduciaries and beneficiaries in trust and estate litigation when necessary.
• Maintain client relationships through high-touch service and strategic advisory roles.
• Collaborate internally across tax, business, real estate, elder-law, and litigation teams.

Requirements

• Juris Doctor and admission to North Carolina Bar or eligibility for waiver.
• 5-12+ years of substantial experience in estate planning and wealth preservation.
• Demonstrated ability in drafting and negotiating complex estate and trust documents.
• Strong understanding of tax, business entities, asset protection, and charitable planning.
• Experience advising business owners and corporate fiduciaries on succession and governance strategies.
• Excellent client-service orientation and communication skills.
• Capacity to manage complex, long-term relationships and coordinate with specialists.
• Interest in growing the Trusts and Estates practice in the Raleigh market.

Education

• Juris Doctor

Certifications

• Admission to North Carolina Bar
• Specialization in estate planning/probate preferred

Skills

• Advanced technical planning skills
• Strong client-service orientation
• Ability to collaborate across disciplines

Benefits

• Opportunity to lead high-value estate and wealth-preservation matters.
• Access to a full-service platform supporting interdisciplinary work.
• Varied and meaningful work with strong growth potential.
• Ability to operate in a growing metro area with an expanding client base.

Company info

BCG Attorney Search
400 Perimeter Center Ter NE Ste 900
Atlanta
Georgia
United States 30346
Phone : 770-450-2000
Fax : (213) 895-7306