Senior Estate Planning Strategist - Remote High Net Worth

Osaic; California; Sur place; USD 130 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health insurance

Vision insurance

Dental insurance

401k

Résumé du poste

Osaic seeks a Senior Estate Planning Strategist for its High Net Worth Planning Services team. This role focuses on estate planning strategies, trust design, wealth transfer planning, and related legislative developments for ultra‑high-net-worth clients.

The ideal candidate brings 10+ years of trusts and estates law, can analyze complex documents, identify opportunities and gaps, and explain sophisticated concepts to financial advisors within a 25‑person expert group.

Qualifications

• 10+ years of experience practicing law focusing on trusts and estates.
• Extensive experience drafting and interpreting estate planning documents.
• Deep understanding of federal estate, gift, and generation-skipping transfer taxes.
• Strong knowledge of trust structures, wealth transfer, and business succession.
• Ability to communicate complex concepts to non-attorneys.

Responsabilités

• Serve as a trusted estate planning resource for financial advisors serving high-net-worth clients.
• Review and summarize complex documents including wills, trusts, powers of attorney.
• Identify opportunities, risks, and gaps within client estate plans.
• Collaborate with internal teams to support complex client scenarios.
• Educate advisors through trainings, webinars, and written resources.
• Monitor legislative, regulatory, and tax developments affecting estate planning.
• Develop concise estate plan summaries for advisors and clients.

Connaissances

Estate planning expertise

Communication

Analytical skills

Collaboration

Regulatory knowledge

Formation

Bachelor's Degree

Juris Doctor (J.D.)

LL.M. in Taxation or Estate Planning

Outils

Microsoft Office

Description du poste

Osaic seeks a Senior Estate Planning Strategist for its High Net Worth Planning Services team. This role focuses on estate planning strategies, trust design, wealth transfer planning, and related legislative developments for ultra‑high-net-worth clients.

The ideal candidate brings 10+ years of trusts and estates law, can analyze complex documents, identify opportunities and gaps, and explain sophisticated concepts to financial advisors within a 25‑person expert group.