Estate Planning Attorney Job at Bonham Solutions, Charlotte, NC

TnU0Vk45N0hUbk90SmNHNHV3SU1DWUJ3dUE9PQ==
  • Bonham Solutions
  • Charlotte, NC

Job Description

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. Candidates must have at least 6 years of estate planning experience to be considered for this opportunity.

Responsibilities:

  • Advise high net-worth individuals and families on estate, gift, and generation-skipping transfer tax planning, charitable giving strategies, and wealth preservation.
  • Draft, review, and implement complex estate planning documents, including trusts, family partnerships, and charitable vehicles.
  • Collaborate with clients’ financial advisors, CPAs, and other professionals to provide comprehensive tax and estate guidance.
  • Manage client relationships with professionalism and discretion, serving as a trusted advisor.
  • Stay current on federal and North Carolina tax laws affecting estate and wealth transfer planning.

Requirements

  • J.D. from an accredited law school and active license to practice law in North Carolina.
  • Minimum of 6 years of dedicated estate planning experience, preferably with high net-worth clients.
  • Strong knowledge of federal estate and gift tax laws; familiarity with North Carolina tax regulations is a plus.
  • Proven ability to work independently on sophisticated planning strategies and to build long-term client relationships

Job Tags

Permanent employment, Work at office,

Similar Jobs

St Jude Children's Research Hospital

Clinical Research Associate Job at St Jude Children's Research Hospital

 ...and among one of the foremost childhood cancer survivorship clinical and research groups in the world. This position will allow you to work...  ...,520 - $114,400 per year for the role of Clinical Research Associate. Explore our exceptional benefits ! St. Jude is an Equal... 

Stripes Logistics Company

Non CDL Hotshot & Auto Hauling Owner Operator Job at Stripes Logistics Company

 ...Moving Violation in the last 3 years. No at-fault accidents in the last 5 years. No DWI/DUI offenses in the last 7 years. Felony convictions must be at least 7 years old to be considered for leasing onto our company. Ability to pass a comprehensive drug test... 

AFIMAC Canada

Investigator Job at AFIMAC Canada

 ...AFIMAC is seeking an experienced & licensed Private Investigator for part-time (with potential for full time) work in Ontario. Job Duties & Responsibilities: Conduct open-source intelligence inquiries on individuals and corporations for enhanced due diligence, litigation... 

State of Alaska

Emergency Management Specialist 2 (090461) Job at State of Alaska

 ...The Department of Military and Veterans Affairs (DMVA), Division of Homeland Security and Emergency Management (HLS&EM), is recruiting for an Emergency Management Specialist 2 in our Public Assistance Section! This position is in the General Government (GGU) bargaining... 

Gpac

Remote Recruiter Job at Gpac

Position: Remote Recruiter Gpac has grown from a small, family-owned company into a top recruiting firm in the nation over our 30+ years in business. With a reputation for excellence, we are dedicated to providing the best service to our candidates and clients alike....