Remote Senior Estate Planning Strategist for HNW

Osaic; Bridgeport (CT); Presencial; USD 130.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Descripción de la vacante

Osaic seeks a Senior Estate Planning Strategist for its High Net Worth Planning Services to act as a subject-matter expert in estate planning, trust design, and wealth transfer. You will analyze complex documents, identify opportunities and gaps, and translate intricate concepts into actionable guidance for financial advisors.

With a JD (and preferably an LL.M.), you will collaborate with a 25-person team and internal partners to deliver comprehensive planning solutions, education, and resources

Formación

• 10+ years of experience practicing law with a primary focus on trusts and estates.
• Extensive experience drafting, reviewing, and interpreting estate planning documents.
• Deep understanding of federal estate, gift, and generation-skipping transfer tax concepts.
• Strong knowledge of trust structures, wealth transfer strategies, charitable planning techniques, and business succession planning.
• Experience reviewing corporate tax returns and interpreting business ownership and governance documents, including buy-sell agreements.
• Experience researching and interpreting legislative, regulatory, and tax law developments.
• Demonstrated ability to communicate complex estate planning concepts to non-attorney audiences.
• Experience developing educational content and presenting to diverse audiences.
• Strong written, verbal, analytical, and research skills.
• Demonstrated ability to influence and collaborate across organizational levels.
• Ability to manage multiple complex cases, projects, and priorities simultaneously.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).

Responsabilidades

• Serve as a trusted estate planning resource for financial advisors supporting high-net-worth clients.
• Review, analyze, and summarize complex estate planning documents including wills and trusts.
• Identify opportunities, risks, inconsistencies, and gaps within client estate plans.
• Collaborate with internal planning specialists and business partners to support complex client situations.
• Collaborate with financial advisors to identify planning strategies related to wealth transfer and estate tax mitigation.
• Develop concise, accessible estate plan summaries and planning observations for advisors and clients.
• Educate financial advisors on estate planning concepts, strategies, and trends through various learning formats.
• Monitor and analyze legislative, regulatory, and tax law developments affecting estate planning.
• Produce briefs and internal guidance on estate planning and tax developments for the team.
• Represent Osaic as an estate planning SME in presentations and trainings.

Conocimientos

Estate planning

Analytical skills

Non-attorney comms

Regulatory awareness

MS Office

Educación

Bachelor's Degree

Juris Doctor (J.D.)

LL.M. in Taxation or Estate Planning

Herramientas

Microsoft Office

Descripción del empleo

Osaic seeks a Senior Estate Planning Strategist for its High Net Worth Planning Services to act as a subject-matter expert in estate planning, trust design, and wealth transfer. You will analyze complex documents, identify opportunities and gaps, and translate intricate concepts into actionable guidance for financial advisors.

With a JD (and preferably an LL.M.), you will collaborate with a 25-person team and internal partners to deliver comprehensive planning solutions, education, and resources