Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Trust & Estate Planning Attorney

gpac

Job Description

Trust & Estate Planning Attorney

  • Estate planning lawyer with broad experience, including complex estate, tax, wealth and business-succession planning.
  • Primary areas include estate and tax planning for mid- to high-net-worth individuals and families: income tax, transfer tax and charitable planning, as well as pass-through entity (LLCs and LPs) and business succession planning.
  • Drafting of both basic and sophisticated estate-planning documents-including income and estate tax planning documents, irrevocable trusts and business-planning documents.
  • Counseling fiduciaries in estate and trust settlement and administration.
Requirements
  • Minimum of 4 years of experience in a similar position or law firm or direct estate-planning experience.
  • Excellent interpersonal, organizational, research, written and oral communication skills.
  • Self-starter, detail-oriented.
  • Ability to work independently and as part of a team.
  • Demonstrated client-relationship skills-including ability to participate in in-person and virtual client meetings.
  • Admission to the North Carolina Bar.
  • J.D.; solid academics, law-review experience preferred.
  • Bachelor’s degree in business, finance or tax preferred.
  • LL.M./CPA in tax preferred but not required.
Compensation & Benefits
  • Salary commensurate with relevant experience and qualifications.
  • Generous employee benefits including but not limited to:
  • Medical/Dental/Vision
  • Life/STD/LTD/PTO/Holidays

Confidential Application Process


If interested, please send resume to: View email address on click.appcast.io. All inquiries will be handled with the utmost confidentiality.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Trust & Estate Planning Attorney in Charlotte, NC vacancy
  •  ...We are seeking an experienced Senior Estate Planning Attorney to join our legal team in Charlotte, NC. The ideal candidate will have substantial...  ...on sophisticated estate planning, wealth preservation, trust planning, and estate administration matters. The Senior Estate... 
    Suggested

    Teksky LLC

    Charlotte, NC
    5 days ago
  • **** Oath Law & Oath Planning - Estate and Financial Planning Oath is hiring for an Associate Attorney in Charlotte, NC! About The Role This role is an in-person, client facing...  ...at ease in one-on-one consultations where trust is built. We're growing quickly, expanding... 
    Suggested
    Work at office
    Flexible hours
    Afternoon shift

    Oath Inc

    Charlotte, NC
    3 days ago
  • $120k - $180k

     ...a Great Opportunity Join a growing estate planning practice where your work directly helps...  ...relationships while handling sophisticated wills, trusts, estate administration, probate, and...  ...and have 1+ year of directly relevant attorney experience in estate planning, wills... 
    Suggested

    Orion Placement

    Charlotte, NC
    10 days ago
  •  ...Job Description Job Description If you’re an estate planning attorney who’s tired of capped income, firm politics, or trading hours for a...  ...estate planning solutions Serve families through wills, trusts, and legacy planning Educate and guide clients through critical... 
    Suggested

    Integrity Wealth Solutions

    Charlotte, NC
    4 days ago
  •  ...client has opportunities in over 10 offices that will focus on estate planning, real estate transactions, tax planning and other work related...  ...of experience of estate planning, probate administration and trust administration. Education, Experience and Skills: Juris... 
    Suggested
    Full time

    Greenfield Staffing Solutions

    Charlotte, NC
    2 hours ago
  •  ...County Courthouse. The firm has more than 70 employees and 40 attorneys, with offices in Charlotte, Cornelius, Belmont, Monroe, and...  ...family law practice while also representing clients in estate planning, trusts, estate administration, collaborative law, and mediation. The... 
    Full time
    Work at office

    Sodoma Law

    Charlotte, NC
    3 days ago
  •  ...while fostering a flexible, entrepreneurial environment for our attorneys. As a mid-sized firm headquartered in Washington, D.C., with...  ...focus on criminal defense, personal injury, family law, and trusts & estates. Guided by our core values—Passion, Integrity, and... 
    Flexible hours

    Price Benowitz LLP

    Charlotte, NC
    2 days ago
  •  ...Job Overview A law firm seeks a Licensing Attorney with 2-6 years of experience to join its Fintech and Financial Advisory practice in...  ...oriented work. Excellent communication and interactive skills. Strong planning and organization skills. Proficiency in Microsoft Office... 
    Temporary work
    Work at office
    Flexible hours

    BCG Attorney Search

    Charlotte, NC
    4 days ago
  •  ...intake, assessment, case management, crisis intervention, safety planning, court education, information, and referrals. Ensure...  ...competencies: Action Oriented/Planning and Organizing Building Trust Client Focus Conflict Management Teamwork... 
    Work experience placement
    Internship
    Immediate start

    Ascend Nonprofit Solutions

    Charlotte, NC
    1 day ago
  •  ...A real estate attorney leading their own office within a larger firm is responsible for overseeing all aspects of the office's legal practice...  ...legal practice, including budgeting, billing, and financial planning. Maximize profitability and ensure financial sustainability.... 
    Work at office
    Local area

    Galbreath Costner, LLC

    Charlotte, NC
    1 day ago
  •  ...Job Overview A law firm seeks a Tax Attorney in Charlotte, NC. The role involves engaging in sophisticated tax...  ...matters. Duties Structure business entities and real estate investment vehicles. Conduct succession planning for closely held businesses. Manage and prioritize... 

    BCG Attorney Search

    Charlotte, NC
    1 day ago
  •  ...Intake, assessment, case management, crisis intervention, safety planning, court education, information, and referrals, as applicable....  ...Oriented / Planning and Organizing Adaptability Building Trust Client Focus Technical and Professional Knowledge and Skills... 
    Full time
    Work experience placement
    Internship
    Local area

    Ascend Nonprofit Solutions

    Charlotte, NC
    2 days ago
  •  ...in Charlotte, NC, seeks a skilled and dedicated Personal Injury Attorney. This role involves advising clients on legal matters related...  ...while practicing confidentiality. Excellent organizational and planning skills. Dependable with a high attention to detail. Education:... 

    BCG Attorney Search

    Charlotte, NC
    4 days ago
  • $150k - $200k

     ...products meet strict specifications and functional requirements. Why join us? premiere medical, dental, vision, and life insurance plans 401k Inclusive, flexible work environment. We offer healthy snacks and daily catered meals, in addition to family-friendly... 
    Local area
    Flexible hours

    Jobot

    Charlotte, NC
    15 hours ago
  •  ...Associate Attorney - Workers' Compensation ~ Full-time Associates in our workers’ compensation practice defend claims against employers...  ...Only full‑time employees eligible Reliably commute or planning to relocate before starting work. Hedrick Gardner is... 
    Full time
    Temporary work
    Local area
    Relocation

    Hedrick Gardner

    Charlotte, NC
    3 days ago
  • $85k - $100k

     ...standards. 4. Conducting detailed risk analyses and financial forecasting. 5. Assisting in the preparation of budgets and financial planning. 6. Participating in strategic data analysis, research, and modeling for senior company leadership. 7. Ensuring that all... 
    Permanent employment
    Full time
    Work at office
    Local area

    Jobot

    Charlotte, NC
    2 hours ago
  •  ...you will be supporting the overall mission of the United States Attorney's Office (USAO). Responsibilities Assists attorney in...  ...establishing the need for further evidence and information, and planning a comprehensive approach to obtaining that information and evidence... 
    Temporary work
    Work at office
    Flexible hours

    FSA

    Charlotte, NC
    1 day ago
  •  ...Associate Attorney The Associate attorney will manage a diverse caseload from inception through resolution, providing strategic legal...  ...the guidelines and best practices of their profession. Planning & Priority Setting - Legal Professionals identify priorities and... 
    Work at office
    Remote work

    Chartwell Law

    Charlotte, NC
    5 days ago
  • $190k - $310k

     ...Real Estate Associate Attorney Locations: Atlanta, GA | Charlotte, NC A leading Southeastern law firm is seeking an ambitious Associate Attorney...  ...leave; HSA/FSA; 401(k) and profit-sharing retirement plan; employee referral program; PTO and holidays; an employee assistance... 
    Permanent employment
    Work at office

    Franklin Professionals

    Charlotte, NC
    4 days ago
  •  ...Job Description Job Description Finance (Corporate Trust) Mid-Level Associate Attorney Direct Counsel is seeking a Finance (Corporate Trust) Mid...  ..., and vision insurance. ~401(k) retirement savings plan. ~ Generous paid time off and firm holidays. ~ Professional... 

    Direct Counsel

    Charlotte, NC
    7 days ago
  • $225k

     ...Junior Real Estate Associate - New York City - 1-3 years - $175,000-$225,000 salary This is an exciting opportunity for an experienced...  ...household name and ranked as an AmLaw100 firm. With over 1,000 attorneys across a multitude of locations, having strong roots in the... 

    William James Recruitment

    Charlotte, NC
    1 day ago
  • $180k

     ...innovators to impactful nonprofits, our clients trust us because we’re smart, thoughtful, and...  ...the Role We’re seeking an exceptional Attorney with a strong interest and at least 7+...  ...re happy to work with you on a transition plan to bridge the gap as long as you’re willing... 
    Full time
    Contract work
    Work at office
    Local area
    Relocation

    Gardner Skelton PLLC

    Charlotte, NC
    2 days ago
  • $85k - $100k

     .... Salary: $85,000 - $100,000 per year A bit about us: Trust and Probate Litigation firm offering premier legal services across...  ...range of individuals, from clients and court personnel to attorneys and office staff. Qualifications: Minimum of 5+ years of... 
    Permanent employment
    Work at office
    Local area

    Jobot

    Charlotte, NC
    2 days ago
  • $75k - $100k

     ...About the job Personal Injury Attorney Pay: $75,000.00 - $100,000.00 per year...  ...throughout the claims process. Serve as a trusted attorney-level point of contact for clients...  ...Health insurance Paid time off Retirement plan Vision insurance... 
    Remote work

    Orion Placement

    Charlotte, NC
    1 day ago
  • $130k - $180k

     ...startups, healthcare innovators to impactful nonprofits, our clients trust us because we’re smart, thoughtful, and relentlessly practical....  ...: About the Role Gardner Skelton is looking for a Litigation Attorney with a minimum of three to five years of experience to join our... 
    Full time
    Work at office
    Local area

    Gardner Skelton PLLC

    Charlotte, NC
    4 days ago
  •  ...as well as the opportunities we offer for attorneys who want to litigate. Martineau King is...  ...them informed about case progress. Build trusting relationships to ensure client satisfaction...  ...including but not limited to 401(k) plan, 401(k) Employer Safe Harbor contribution... 
    Work at office
    Local area
    Flexible hours

    Martineau King PLLC

    Charlotte, NC
    5 days ago
  • $260k - $365k

     ...focused practice working on complex corporate trust, loan agency, and securitization matters....  ...client service. Collaborate closely with attorneys and clients on sophisticated finance...  ...Benefits Dental insurance Paid time off Retirement plan Vision insurance #J-18808-Ljbffr... 
    Full time
    Work at office

    Orionplacement

    Charlotte, NC
    3 days ago
  • $90k - $110k

     ...A bit about us: For more than 70 years, our firm has been a trusted legal partner throughout North and South Carolina, providing strategic...  ..., we bring together deep regional knowledge, experienced attorneys, and a collaborative approach to handling complex litigation... 
    Full time
    Temporary work
    Work at office
    Local area

    Jobot

    Charlotte, NC
    2 days ago
  • $25k

     ...Organization Brock & Scott has been a trusted leader in the financial services and real estate industry for over 25 years with a...  ...helping our clients succeed. Our attorneys and staff drive solutions that...  ...participate in the firm's 401(k) plan at the beginning of the next... 
    Full time
    Part time
    Local area
    Shift work

    Brock & Scott PLLC

    Charlotte, NC
    2 days ago
  •  ...For 70 years, our firm has been a trusted legal partner throughout North and South...  ...relationships and client engagement. Our attorneys are more than counsel. We stand beside clients...  .../relocate: Reliably commute or planning to relocate before starting work. Hedrick... 
    Full time
    Temporary work
    Work at office
    Local area
    Relocation

    Hedrick Gardner

    Charlotte, NC
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Trust & Estate Planning Attorney. Be the first to apply!