Associate Attorney Wealth Trust Estate Planning

2 weeks ago


Charlotte, United States Peregrine Search Solutions Full time

Associate Attorney - Wealth, Trust, and Estate Planning

Job Summary:

We are seeking a talented and experienced Associate Attorney to join our Wealth, Trust, and Estate Planning practice. The ideal candidate will have a strong background in estate planning, trust administration, and probate law. This role offers an exciting opportunity to work with high-net-worth individuals and families, providing comprehensive legal advice and guidance on complex estate planning matters.

Responsibilities:

  • Draft and review estate planning documents, including wills, trusts, powers of attorney, and living wills.
  • Assist with the administration of trusts and estates, including probate proceedings, asset distribution, and tax returns.
  • Provide legal advice and counsel on a variety of estate planning matters, including gift tax planning, retirement planning, and elder law issues.
  • Represent clients in negotiations and mediations.
  • Collaborate with other attorneys and staff members on estate planning matters.

Qualifications:

  • Juris Doctor degree (or equivalent degree)
  • Admission to the [State] Bar
  • 2+ years of experience in wealth, trust, and estate planning
  • Knowledge of federal estate and gift taxes is required.
  • Experience with estate administration, partnerships, corporations, charitable planning, closely-held business planning, and sophisticated tax planning for entities and individuals.
  • Strong academic performance and excellent research and writing skills
  • Excellent interpersonal and communication skills 
  • Ability to work independently and as part of a team 
  • Strong organizational and time management skills 

Relocation assistance is provided if needed

Hybrid work schedule


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