Estate Planning VP: UHNW Strategy & Tax Optimization

Morgan Stanley; Atlanta (GA); On-site; USD 110,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking an experienced estate planning professional to advise ultra-high net worth clients and collaborate with senior strategists and advisors on sophisticated estate and tax planning. The role requires J.D. and 5+ years in trusts/estates within a law or accounting firm, with strong knowledge of U.S.

estate and tax planning strategies. The position involves preparing client-ready materials, analyzing plans, and coordinating with attorneys and accountants to implement

Qualifications

• J.D. minimum required; accounting degree helpful.
• Minimum of 5 years of experience.
• Prior trusts and estates experience with a law or accounting firm.
• Strong knowledge of U.S. estate planning and tax planning strategies.
• Income tax background as related to estate planning strategies.
• Executive compensation, retirement and financial planning background helpful.
• Series 7 and 66 required (can be obtained post-hire).

Responsibilities

• Collaborate with senior estate planning strategists and financial advisors to engage ultra-high net worth clients on 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 PowerPoint or other graphical summaries of documents and strategies.
• Work with team analysts to prepare and deliver financial planning analyses.
• Collaborate with clients' attorneys and accountants in implementing estate, income tax and financial plans.
• Understand investment structures and their suitability for various estate planning entities.
• Understand MS trustee services, insurance and similar third-party platforms and products.
• Keep abreast of and educate financial advisors regarding changes in the law and developing legal trends.

Skills

Estate planning knowledge

Tax planning

Financial planning

Education

J.D. minimum

Accounting degree helpful

Tools

Series 7

Series 66

Job description

Morgan Stanley is seeking an experienced estate planning professional to advise ultra-high net worth clients and collaborate with senior strategists and advisors on sophisticated estate and tax planning. The role requires J.D. and 5+ years in trusts/estates within a law or accounting firm, with strong knowledge of U.S.

estate and tax planning strategies. The position involves preparing client-ready materials, analyzing plans, and coordinating with attorneys and accountants to implement