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Job Details

Wealth Trust amp Estate Planning Associate Attorney

Company name
BCG Attorney Search

Experience
1-7 yrs required

Location
Charlotte, NC, United States

Industry
Legal

Posted on
Jun 03, 2024

Valid Through
Jul 03, 2024

Profile

A law firm in Charlotte is seeking a Wealth, Trust & Estate Planning Associate Attorney with 2-4 years of general trusts and estates background. The ideal candidate should have experience drafting wills, trusts, and other related documents, along with knowledge of federal estate and gift taxes.

 

Job Duties:

  • Provide legal counsel on estate planning matters.
  • Draft wills, trusts, and related estate planning documents.
  • Assist with estate administration.
  • Handle partnerships, corporations, and charitable planning.
  • Conduct sophisticated tax planning for entities and individuals.
  • Collaborate with clients and colleagues on complex wealth management strategies.

 

Requirements:

  • 2-4 years of general trusts and estates background.
  • Knowledge of federal estate and gift taxes.
  • Experience drafting wills, trusts, and related documents.
  • Strong research, writing, presentation, and interpersonal skills.
  • Excellent work and academic credentials.

 

Education:

Juris Doctor (J.D.) degree from an accredited law school.

 

Skills:

  • Knowledge of federal estate and gift taxes.
  • Experience with estate administration and charitable planning.
  • Strong research, writing, and presentation skills.
  • Ability to draft wills, trusts, and related estate planning documents.
  • Interpersonal skills for effective client communication.
  • Ability to work collaboratively in a team environment.

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

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