Wealth, Trust and Estate Planning Associate jobs in United States
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Moore & Van Allen PLLC · 4 days ago

Wealth, Trust and Estate Planning Associate

Moore & Van Allen is seeking an attorney to join its Wealth, Trust & Estate Planning group in Charlotte, one of the East Coast’s largest private wealth practices. The role requires experience in drafting wills and trusts, as well as knowledge of federal estate and gift taxes, with responsibilities including estate administration and sophisticated tax planning.

Professional Services
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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

Juris Doctor degree (or equivalent degree)
Admission to the North Carolina State Bar preferred

Qualification

TrustsEstates experienceDrafting willsFederal estateGift taxesEstate administrationSophisticated tax planningCharitable planningBusiness planningResearch skillsWriting skillsPresentation skillsInterpersonal skills

Required

Minimum of two to four years of general trusts and estates background
Experience drafting wills, trusts and other related documents
Knowledge of federal estate and gift taxes
Juris Doctor degree (or equivalent degree)

Preferred

Experience with estate administration
Experience with partnerships
Experience with corporations
Experience with charitable planning
Experience with closely-held businesses planning
Experience with sophisticated tax planning for entities and individuals
Excellent work and academic credentials
Strong research skills
Strong writing skills
Strong presentation skills
Strong general interpersonal skills
Admission to the North Carolina State Bar

Benefits

Health and Wellness: We provide multiple health insurance plans, including a Health Savings Account option. You'll also have access to dental, vision, and prescription drug coverage, as well as telehealth services.
Financial Security: Enjoy a Cash Balance Pension Plan (for members) or Flexible Spending Accounts (for non-members), Life Insurance, and Accidental Death & Dismemberment Insurance. We also offer Short & Long Term Disability coverage and a Financial Wellness Program to help you plan for the future.
Work-Life Balance: Take advantage of our Maternal/Paternal Parental Leave policy, generous Holiday and Vacation Pay, and Bereavement Leave. We also prioritize your overall well-being with a Body Wellness Program and an Employee Assistance Program.
Relocation & Bar Support: We reimburse reasonable relocation expenses and cover bar application and review costs to help make your transition to Moore & Van Allen as smooth as possible.

Company

Moore & Van Allen PLLC

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At Moore & Van Allen, representation extends beyond traditional legal services. We represent ideas, values and aspirations.

H1B Sponsorship

Moore & Van Allen PLLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (5)
2022 (2)
2021 (1)
2020 (4)

Funding

Current Stage
Late Stage

Leadership Team

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Elizabeth Satterfield
Chief Operating Officer
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Doak Barnhardt
Partner
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Company data provided by crunchbase