Remote Senior Estate Planning Strategist – Wealth Transfer

Osaic; Los Angeles (CA); Sur place; USD 130 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Résumé du poste

Osaic is seeking a Senior Estate Planning Strategist to join our High Net Worth Planning Services team. This role acts as a subject matter expert on estate planning strategies, trust design, wealth transfer planning, and related legislative developments for affluent clients.

The ideal candidate has extensive years of law practice in trusts and estates, can analyze complex documents, identify planning opportunities, and communicate sophisticated concepts to financial advisors.

Qualifications

• 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.

Responsabilités

• Serve as a trusted estate planning resource for financial advisors supporting high-net-worth and ultra-high-net-worth clients.
• Review, analyze, and summarize complex estate planning and related documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, individual and corporate tax returns, buy-sell agreements, and other planning instruments.
• Identify estate planning opportunities, risks, inconsistencies, and potential gaps within clients' existing estate plans.
• Collaborate with internal planning specialists and business partners to support complex client situations and coordinate integrated planning recommendations.
• Collaborate with financial advisors to identify planning strategies related to wealth transfer, trust planning, charitable giving, business succession, gifting, and estate tax mitigation.
• Develop concise, accessible, and actionable estate plan summaries and planning observations for financial advisors and their clients.
• Educate financial advisors on estate planning concepts, strategies, and emerging trends through consultations, training programs, webinars, written resources, and other learning opportunities.
• Monitor and analyze legislative, regulatory, and tax law developments affecting estate planning and wealth transfer strategies.
• Produce timely briefs, articles, and internal guidance on estate planning, tax, and legislative developments for the High Net Worth Planning Services team and the broader advisor population.
• Represent Osaic as an estate planning subject matter expert through presentations at advisor conferences, events, webinars, and team training programs.
• Contribute to the development of estate planning resources, tools, and best practices that enhance advisor effectiveness and client outcomes.
• All other duties as assigned.

Connaissances

Estate planning

Trusts and estates

Regulatory knowledge

Communication

Formation

Bachelor's Degree

Juris Doctor (J.D.)

Outils

Microsoft Office

Description du poste

Osaic is seeking a Senior Estate Planning Strategist to join our High Net Worth Planning Services team. This role acts as a subject matter expert on estate planning strategies, trust design, wealth transfer planning, and related legislative developments for affluent clients.

The ideal candidate has extensive years of law practice in trusts and estates, can analyze complex documents, identify planning opportunities, and communicate sophisticated concepts to financial advisors.