Serve as an in-house resource in estate planning to wealth management teams and clients nationwide
Maintain book of ultra-high-net-worth clients
Review and summarize existing estate planning documents
Remain current with related estate, trust, and tax legislation nationwide
Supporting business development through networking, leading presentations, drafting publications, and supporting prospective client meetings, as necessary
Conduct research on nuanced and specialized estate planning topics
Manage a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring
Mentor and coach estate planning strategists
Other duties, as assigned
Meet with clients to design, implement, and fund complex estate planning, wealth transfer strategies, and sophisticated estate and gift tax mitigation.
Draft estate plan documents, including irrevocable trusts (GRATs, IDGTs, ILITs, SLATs, CRTs, QPRTs), revocable trusts, wills, powers of attorney, healthcare directives, and funding related documents.
Advise on estate, gift, and generation-skipping transfer (GST) tax strategies.
Coordinate with wealth advisors, tax experts and other professionals to ensure seamless execution of wealth strategies.
Prepare and review deeds and real property transfer documents.
Requirements
Juris Doctor (JD)
LL.M. in Taxation or Estate Planning strongly preferred
Licensed to practice law in at least one state
Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients
8-12 years legal experience in estate planning and deep technical expertise
Proven track record of handling planning matters for clients with high net worths
Ability to travel up to 25%.
Benefits
Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option