Estate Planning Strategist

Morgan Stanley
Chicago, USA
18 Nov 2022
02 Dec 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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).
  • You need to sign in to save