Senior Estate Planning Strategist
virtual vocationsNew York, NY
Senior Estate Planning Strategist
Industries
Offices of LawyersTrusts, Estates, and Agency AccountsTrust, Fiduciary, and Custody ActivitiesAbout the role
To support high-net-worth clients, the full-time Senior Estate Planning Strategist will serve as a subject matter expert on estate planning strategies, analyze complex documents, and collaborate with financial advisors and internal specialists, with opportunities for remote work available.
Key responsibilities:
Serve as a trusted estate planning resource for financial advisors, focusing on high-net-worth clients
Review and analyze complex estate planning documents, identifying opportunities and gaps
Educate financial advisors on estate planning concepts and strategies through various training methodsRequired qualificationsBachelor's Degree required
Juris Doctor (J.D.) required
10+ years of experience practicing law with a focus on trusts and estates
Extensive experience drafting and interpreting estate planning documents
Strong knowledge of federal estate, gift, and generation-skipping transfer tax concepts
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JOB OVERVIEW
Experience level
Senior
Location
New York, NY
Occupation
Lawyers
Industry
Offices of Lawyers
Posted
2 days ago
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