Wealth Planning Attorney
4 hours ago
We are seeking a highly skilled Wealth Planning Attorney to join our team at Stealth Recruiting Services.
About the Role
This is an exciting opportunity to work with high-net-worth individuals and businesses, providing comprehensive legal solutions for estate and wealth planning.
Key Responsibilities
- Draft and review wills, trusts, and related estate planning documents
- Advise clients on federal estate and gift taxes, ensuring compliance with relevant laws and regulations
- Handle estate administration and sophisticated tax planning for individuals and entities, including partnerships and corporations
- Collaborate with clients to develop tailored estate planning strategies
- Conduct research and present complex legal solutions in clear, concise terms
Requirements
- 2-4 years of experience in trusts and estates law
- Admitted to the North Carolina State Bar
- Proficiency in drafting estate planning documents (wills, trusts, etc.)
- In-depth knowledge of federal estate and gift tax laws
- Experience with estate administration and tax planning for partnerships and corporations is preferred
- Strong research, writing, and presentation skills
- Excellent interpersonal skills and ability to work collaboratively
What We Offer
- Competitive compensation and benefits package
- Opportunity for professional growth and development
- Collaborative work environment with a focus on work-life balance
- Relocation assistance available
Benefits
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Relocation assistance
- Retirement plan
- Vision insurance
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