State Licensed Estate Planning VP

Job Summary

Serving as the organization's senior technical authority on estate planning, the full-time remote State Licensed Estate Planning VP will manage complex estate plans, provide strategic guidance to advisors and clients, and ensure compliance with legal standards.

Key responsibilities

• Develop customized estate and legacy planning strategies in collaboration with financial advisors and internal partners
• Monitor legal and tax developments to incorporate into client and advisor guidance while sharing expertise through training sessions
• Provide mentorship and technical guidance to planning professionals and collaborate across functions to enhance the client experience

Required qualifications

• Juris Doctor degree required; Master of Laws in taxation or estate planning preferred
• Admission to at least one U.S. state bar in active or inactive status required
• Minimum of ten years of estate planning experience required
• Advanced knowledge of federal estate and gift tax law and trust structures required
• Experience advising on complex trust, tax, charitable, and business succession strategies required