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Associate Attorney - Wealth, Trust & Estate Planning

Peregrine Search Solutions

Associate Attorney - Wealth, Trust & Estate Planning

Charlotte, NC
Full Time
Paid
  • Responsibilities

    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