Executive Estate Planning Director for UHNW Wealth

Morgan-Stanley; Town of Islip (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

Morgan Stanley seeks an experienced trusts and estates professional to advise ultra high net worth clients on estate and tax planning. The role involves collaborating with financial advisors, attorneys, and accountants to implement sophisticated strategies and prepare client presentations.

Travel to meet with clients and advisors nationwide is required. A JD and strong tax and estate planning expertise are essential for this role.

Qualifications

• Bachelor's degree required and Juris Doctor (J.D.) degree required.
• Significant prior trusts and estates experience with a law or accounting firm.
• Broad and deep knowledge of estate planning and tax planning strategies.
• Strong income tax background as related to estate planning strategies.
• Series 7 (including SIE), 66 and 24 required (can be obtained post-hire).
• Must have the ability to travel to meet with the Financial Advisors and clients.

Responsibilities

• Work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning.
• Build relationships with ultra high net worth clients and prospects across the country by providing guidance on estate and tax planning issues.
• Simplify complex legal topics, analyses and/or structures into comprehensible terms.
• Review, summarize and critique existing and/or proposed new estate planning documents.
• Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies.
• Model estate planning strategies with team analysts.
• Collaborate with clients’ attorneys and accountants in the implementation of the clients’ estate, income tax and financial plans.
• Understand investment structures and how they may be appropriate for various estate planning entities.
• Keep advisors and clients informed of changes in the law and developing legal trends.

Skills

Estate planning

Tax planning

Travel readiness

Education

Bachelor's degree

J.D.

Tools

Morgan Stanley trust platform

Job description

Morgan Stanley seeks an experienced trusts and estates professional to advise ultra high net worth clients on estate and tax planning. The role involves collaborating with financial advisors, attorneys, and accountants to implement sophisticated strategies and prepare client presentations.

Travel to meet with clients and advisors nationwide is required. A JD and strong tax and estate planning expertise are essential for this role.