Estate Planning Strategist

Technical Requirements

J.D. required.
Significant prior trusts and estates experience (preferably 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.

Responsibilities and Skills

To work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning.
Must have the ability to travel to meet with the Financial Advisors and clients.

More specifically:

Working closely with Financial Advisors to 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, analyses and/or structures into comprehensible terms
Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning and philanthropic structures.
Review, summarize and critique existing and/or proposed new estate planning documents.
Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies.
Working with team analysts to model estate planning strategies.
Collaborate with clients' attorneys and accountants in the implementation of the clients' estate, income tax and financial plans.
Understand investment structures and how they may be appropriate for various estate planning entities.
Understand Morgan Stanley trust platform, insurance and similar third-party platforms and products.
Keep abreast and keep Financial Advisors and Private Wealth Advisors abreast of changes in the law and developing legal trends through networking with practitioners, attending seminars and professional reading.
Develop new marketing and educational content.
Conduct internal training sessions.
Series 7 (including SIE) and 66 required (can be obtained post-hire).