Estate Planning Strategist
- Employer
- Morgan Stanley
- Location
- Chicago, USA
- Salary
- Competitive
- Closing date
- Dec 2, 2022
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Technical Requirements
Responsibilities and Skills
More specifically:
- 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).
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