Estate Planning Attorney Job at Bonham Solutions, Charlotte, NC

OUFrVTJuT1huVlFuTXVOQnB0ams2aFhYRkE9PQ==
  • 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 2 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.

Qualifications:

  • J.D. from an accredited law school and active license to practice law in North Carolina.
  • Minimum of 2 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.

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.

Job Tags

Work at office

Similar Jobs

Ema Unlimited

Social Media & Community Manager Job at Ema Unlimited

 ...Social Media & Community Manager Location: US Remote Experience: 5+ relevant years About Ema Ema is redefining enterprise automation with a new category: Agentic Business Transformation. Our AI employees dont just assistthey reason, collaborate, and drive... 

Merck & Co.

Director, Process Chemistry Job at Merck & Co.

Job DescriptionDescriptionThe Director, Process Chemistry is responsible for managing a portfolio of projects from clinical pipeline of new our company's drug products.- The incumbent will also have to direct a team of process chemists responsible for support of API campaigns...

Confidential

STUDENT CURATORIAL INTERNSHIP Job at Confidential

 ...Job Summary The Curatorial Intern at the Frost Art Museum- FIU will build their skills as aspiring art professional through...  ...student employment must end. Work Schedule ~One semester internship. ~10 to 12 weeks not to exceed 144 hours per semester... 

Carter's ACE Hardware

STIHL Small Engine Mechanic/Technician Job at Carter's ACE Hardware

 ...skilled mechanics/technicians proficient in the diagnosing and repair of a wide variety of outdoor power equipment as well as a friendly...  ...and women are part of the fabric of your community. They are small business owners who are local and loyal...just like it ought to... 

Ardent Health

BSA Clinical Nurse Intern Spring 2026 Job at Ardent Health

 ...Overview J oin our team as a temporary rotating shift, PRN, Clinical Nurse Intern in Amarillo, TX Why Join Us? Thrive in a People-First Environment and Make Healthcare Better Thrive: We empower our team with career growth opportunities and resources...