Estate Planning Attorney

Job Summary

A company is looking for a Senior Wealth Strategist to provide strategic leadership and oversight for estate planning services.

Key Responsibilities:

• Lead the development and implementation of comprehensive estate planning strategies
• Educate financial advisors on estate planning services and opportunities for client growth
• Advise clients on trust structures, wealth transfer, and charitable giving strategies

Required Qualifications:

• Juris Doctorate from an accredited law school; LLM in taxation preferred
• 7-10 years of experience in Trust & Estate law, focusing on transfer tax planning
• Deep understanding of investment, tax, generational trust, and estate planning
• Demonstrated leadership and team management experience
• Strong analytical and organizational skills