Estate Planning Director

Role Overview

• 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
• Pet Insurance