Estate Planning Attorney
2 weeks ago
Established, growing St. Louis RIA seeks Estate Planning Attorney to
engage directly with UHNW clients across the country, providing expert advice and support in their estate planning needs.
- Extensive client contact focused on customized estate planning, document review and addressing the specific needs of ultra-high net worth Family Office clients (100 MM to 1 B level)
- Dive deep into complex estate planning issues, ensuring high-quality execution
- Educate and mentor internal advisors on complex estate planning concepts, keeping them informed about new laws, client updates, and best practices.
- Contribute to firmwide training sessions and internal presentations, regarding estate planning strategies and ongoing projects
- Work extensively with wealth management team
- No new business requirements
- 7+ years of drafting experience with a strong background in UHNW estate planning, IDITs, BDITs, SLATs, grantor trust, and estate tax issues
- Excellent benefits and room for growth
~Relocation Assistance Available~
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