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Senior Estate Planner And Senior Trust Counsel
Experience
10 yrs required
Location
New York City, NY, United States
Posted on
Oct 20, 2022
Profile
Senior Estate Planner and Senior Trust Counsel
The candidate will be advising wealthy clients in all aspects of tax, trust and estate planning; pre-liquidity planning; and charitable planning. Supporting advisor teams and portfolio managers by providing subject matter expertise. Partnering with both in-house and external specialists to deliver comprehensive wealth plans to clients. Acting as a thought leader through the publication of articles and other speaking arrangements. Promoting our internal trust company capabilities to ‘centers-of-influence’ in the industry. Assisting with the development or build-out of other client centric solutions. Should have a J.D. Should have 10+ years of experience in tax, trust and estate planning.
Company info
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