Estate Planning Attorney
Not Disclosed•Full-TimeOn-site
location_onImmanuel Lutheran Church, 235, 1st Street, Charlotte, Clinton County, Iowa, 52731, United States
A nationally recognized law firm is seeking an experienced Estate Planning Attorney to join its Charlotte office. This role offers the opportunity to handle sophisticated estate planning matters for high net-worth and ultra-high-net-worth clients in a collegial, well-resourced environment.
This is an excellent opportunity to join a prestigious national firm with a strong reputation in estate planning, offering the chance to develop a practice in one of the firm's key Southeastern offices.
Work location
Work model: On-site
Immanuel Lutheran Church, 235, 1st Street, Charlotte, Clinton County, Iowa, 52731, United States
Charlotte, Iowa
Key Responsibilities
- check_circleAdvise high net-worth individuals on estate, gift, and generation-skipping transfer tax planning
- check_circleDraft, review, and implement complex estate planning documents including trusts and family partnerships
- check_circleCollaborate with clients' financial advisors and CPAs to provide comprehensive tax and estate guidance
- check_circleManage client relationships with professionalism and discretion as a trusted advisor
- check_circleStay current on federal and North Carolina tax laws affecting estate and wealth transfer planning
Requirements
- verifiedJ.D. from an accredited law school
- verifiedActive license to practice law in North Carolina
- verifiedMinimum of 2 years of dedicated estate planning experience
- verifiedStrong knowledge of federal estate and gift tax laws
Nice to Have
Experience with high net-worth clients. Familiarity with North Carolina tax regulations.
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Frequently asked questions about Estate Planning Attorney at Bonham Solutions
What does a Estate Planning Attorney at Bonham Solutions do?expand_more
Day-to-day, the Estate Planning Attorney at Bonham Solutions will advise high net-worth individuals on estate, gift, and generation-skipping transfer tax planning; draft, review, and implement complex estate planning documents including trusts and family partnerships; collaborate with clients' financial advisors and cpas to provide comprehensive tax and estate guidance; and manage client relationships with professionalism and discretion as a trusted advisor.
What are the requirements for this Estate Planning Attorney role?expand_more
Bonham Solutions is looking for candidates who meet the following requirements: J.D. from an accredited law school; Active license to practice law in North Carolina; Minimum of 2 years of dedicated estate planning experience; and Strong knowledge of federal estate and gift tax laws.
Where is the Estate Planning Attorney role at Bonham Solutions located?expand_more
Estate Planning Attorney at Bonham Solutions is based in Immanuel Lutheran Church, 235, 1st Street, Charlotte, Clinton County, Iowa, 52731, United States. This is a on-site role.
Is this Estate Planning Attorney job remote, hybrid, or on-site?expand_more
Bonham Solutions has listed this Estate Planning Attorney role as on-site.
How much experience is required for this Estate Planning Attorney role?expand_more
Estate Planning Attorney at Bonham Solutions typically requires 2+ years of relevant experience at the mid level level.
What skills do you need for the Estate Planning Attorney role at Bonham Solutions?expand_more
Key skills for Estate Planning Attorney at Bonham Solutions include Estate Planning; Tax Planning; Charitable Giving Strategies; Wealth Preservation; Trusts; Family Partnerships; Estate Tax Laws; and Gift Tax Laws.
What category does the Estate Planning Attorney role belong to?expand_more
Estate Planning Attorney at Bonham Solutions is part of the legal job category on Recrutus.