UHNW Estate & Tax Planning Strategist

Morgan Stanley; Purchase (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

Morgan Stanley is seeking an experienced trusts and estates attorney to advise ultra high net worth clients on estate, gift, and income tax planning while collaborating with Financial Advisors across the country.

You will simplify complex legal topics, review and tailor estate planning documents, model strategies, and coordinate with clients’ attorneys and accountants to implement comprehensive plans. Travel is required.

Qualifications

• Significant prior trusts and estates experience with a law or accounting firm.
• Broad and deep knowledge of estate planning and tax planning strategies.
• Strong income tax background as related to estate planning strategies.
• Series 7 (including SIE), 66 and 24 required (can be obtained post-hire).
• Must have the ability to travel to meet with the Financial Advisors and clients.

Responsibilities

• Work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning.
• Build relationships with ultra high net worth clients and prospects across the country by providing guidance on estate and tax planning issues.
• Simplify complex legal topics and structures into comprehensible terms.
• Review, summarize and critique existing and proposed estate planning documents.
• Prepare presentation materials including narrative and graphical summaries of documents and strategies.
• Collaborate with clients’ attorneys and accountants in implementing estate, income tax and financial plans.
• Understand investment structures and how they may be appropriate for various estate planning entities.

Skills

Estate planning

Tax planning

Client relations

Legal research

Communication

Education

Bachelor's degree

Juris Doctor (J.D.)

Job description

Morgan Stanley is seeking an experienced trusts and estates attorney to advise ultra high net worth clients on estate, gift, and income tax planning while collaborating with Financial Advisors across the country.

You will simplify complex legal topics, review and tailor estate planning documents, model strategies, and coordinate with clients’ attorneys and accountants to implement comprehensive plans. Travel is required.