Senior Director, Estate Planning & Trust Strategy

Moneta; Clayton (MO); Presencial; USD 160.000 - 210.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid holidays

Paid time off (PTO)

Employer cost-shared medical andDental

Employer paid short-term disability

Employer paid long-term disability

AD&D insurance

Basic life insurance

401k Match – 50% of employee contrib.

Discretionary annual profit-sharing

Paid parental leave

Employee referral incentive bonus

Onsite wellness programs & rewards

Descripción de la vacante

Moneta seeks a Director of Estate Planning Services to lead the department’s legal staff and serve as the primary technical resource on estate and trust planning matters. You will guide Partner teams and clients on strategies, review plans, and ensure compliance with evolving law, while educating internal staff and maintaining current knowledge in this area.

You will mentor estate planning professionals, coordinate across the firm, and ensure fiduciary standards.

Formación

• J.D. degree required; active bar admission in the United States.
• Eight or more years of estate and trust planning experience with a law firm, bank, or trust company.
• Must be authorized to work in the United States.

Responsabilidades

• Advise Partner teams and clients on estate planning strategies and developments.
• Review and interpret client estate plans; communicate provisions and updates.
• Identify and propose updates in response to changes in client circumstances or law.
• Prepare clients for estate planning discussions and coordinate with counsel as needed.
• Provide ongoing internal education on estate and trust planning principles and changes in law.
• Maintain current knowledge through continuing legal education and professional engagement.

Conocimientos

Estate planning

Communication

Education/mentoring

Educación

Juris Doctor (J.D.)

LL.M. in Taxation

Herramientas

Microsoft Office

Descripción del empleo

Moneta seeks a Director of Estate Planning Services to lead the department’s legal staff and serve as the primary technical resource on estate and trust planning matters. You will guide Partner teams and clients on strategies, review plans, and ensure compliance with evolving law, while educating internal staff and maintaining current knowledge in this area.

You will mentor estate planning professionals, coordinate across the firm, and ensure fiduciary standards.