Estate Planning Strategist, Executive Director
Core
Provide objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning for ultra high net worth clients.
Role type
Senior IC estate planning strategist
Builds
Estate planning strategies, tax models, and educational content for Financial Advisors and clients
Domain
Wealth management / Estate planning / Tax law
Required skills
Estate planning strategies, Income tax planning, Trusts and estates law, Legal document review, Investment structures, Third-party platforms (trust/insurance), Marketing content development, Internal training delivery
Preferred skills
None stated
Technologies
None stated
Responsibilities
Work with investment professionals to provide clients with objective information and analyses focusing on estate, gift, and income tax planning. Work closely with Financial Advisors to build relationships with ultra high net worth clients by providing guidance on estate and tax planning issues. Simplify complex legal topics, analyses, and/or structures into comprehensible terms. Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning, and philanthropic structures. Review, summarize, and critique existing and/or proposed new estate planning documents. Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies. Work with team analysts to model estate planning strategies. Collaborate with clients' attorneys and accountants in the implementation of the clients' estate, income tax, and financial plans. Keep abreast of changes in the law and developing legal trends through networking with practitioners, attending seminars, and professional reading. Develop new marketing and educational content. Conduct internal training sessions.
Seniority
Senior, hands-on IC
