Senior Estate Planning Strategist
virtual vocationsNew York, NY
Senior Estate Planning Strategist
virtual vocationsNew York, NYSenior L5
APPLY NOW (opens in a new tab)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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Level
Senior L5
Location
New York, NY
Occupation
Lawyers
Industry
Offices of Lawyers
Posted
4 days ago