Senior Estate Planning Strategist — High Net Worth, Remote

Osaic; Missouri; À distance; USD 130 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health, vision, 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. The role requires deep trusts-and-estates practice, ability to analyze complex documents, and communicate sophisticated concepts to financial advisors.

The ideal candidate will collaborate with a large team to support complex client situations, educate advisors, and contribute to planning resources and thought leadership within the organization.

Qualifications

• 10+ years of experience practicing law with a primary focus on trusts and estates.
• Experience drafting, reviewing, and interpreting estate planning documents.
• Strong knowledge of federal estate, gift, and generation-skipping transfer tax concepts.
• Ability to communicate complex estate planning concepts to non-attorney audiences.

Responsabilités

• Serve as a trusted estate planning resource for financial advisors handling high-net-worth clients.
• Review and summarize wills, trusts, powers of attorney, healthcare directives, tax returns, and related documents.
• Identify planning opportunities, risks, and gaps within clients' estate plans.
• Collaborate with internal planning specialists and business partners to support complex client situations and coordinate recommendations.
• Develop concise estate plan summaries and planning observations for advisors and clients.
• Educate advisors on estate planning concepts and trends through trainings and webinars.
• Monitor legislative and tax developments affecting estate planning and wealth transfer strategies.

Connaissances

Estate planning expertise

Communicating complex concepts

Analytical thinking

Formation

Bachelor's Degree

Juris Doctor (J.D.)

LL.M. in Taxation or Estate Planning

Outils

Microsoft Office

Description du poste

Osaic is seeking a Senior Estate Planning Strategist to join our High Net Worth Planning Services team. The role requires deep trusts-and-estates practice, ability to analyze complex documents, and communicate sophisticated concepts to financial advisors.

The ideal candidate will collaborate with a large team to support complex client situations, educate advisors, and contribute to planning resources and thought leadership within the organization.