Estate Planning Strategist, VP

Job description

Estate Planning Strategist, Vice President Responsibilities and Skills: To work with senior estate planning strategists and teams of investment professionals to provide to clients and prospective clients objective information and analyses focusing on estate, gift and income tax planning. More specifically: - Working closely with senior estate planning strategists and financial advisors to build relationships with ultra-high net worth clients and prospective clients relating to estate and tax planning - Review, summarize and critique existing and/or proposed new estate planning documents - 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 - Prepare presentation materials including power point/or other graphical summaries of documents and various strategies - Working with team analysts to prepare and deliver financial planning analyses - Collaborate with clients’ attorneys and accountants in the implementation of the clients’ estate, income tax and financial plans - Understand investment structures and how they mi...