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Trust and Estate Planning Executive
2 months ago
About Crow Holdings
Crow Holdings is a leading real estate investment and development firm with a strong presence in the industry. With a broad range of investment strategies and a diversified portfolio, the company is well-positioned to capitalize on emerging trends and opportunities.
Job Summary
The Vice President, Estate Planning and Trust Administration will play a critical role in supporting the company's estate planning and trust administration functions. This position will assist in developing, implementing, and administering the Crow family's trust and estate matters, working closely with the Director of Estate Planning and Trust Administration.
Key Responsibilities
- Trust Administration: Assist with the operation of the private trust company, including oversight of trust investments, preparation of board/committee meeting materials and minutes, attention to regulatory matters/examinations, and trust reporting to beneficiaries.
- Estate Planning: Assist with the development and implementation of estate plans for family members, ensuring that plans reflect current desires, circumstances, and relevant law. Interface with outside counsel on planning, execution, and implementation of trusts and estate plans.
- Trust Development: Assist with the development and formation of trusts in conjunction with outside counsel, including determining situs, trustees, beneficiaries, funding, and other relevant terms.
- Foundation Administration: Maintain family foundations, including administration of foundation in compliance with tax laws.
- Marital Property Agreements: Assist with the structuring and administration of marital property agreements.
- Estate Administration: Assist with the administration of estates, including probate proceedings, estate settlement, and coordinating with internal/external tax, legal, and valuation professionals on estate tax returns.
- Family Business Ownership Structures: Assist with planning and implementation of family business ownership structures as they relate to trust and estate planning.
- Life Insurance Program: Administer the life insurance program, including payment and settlement of existing policies, and underwriting as policies are acquired or terminated.
- Collaboration: Collaborate with other Crow Holdings personnel (legal, tax, accounting, financial reporting, treasury) as needed in connection with trust and estate planning matters.
Requirements
- CPA with 4-5+ years' experience at a major accounting firm
- Experience advising clients on trust and estate matters, including planning, implementation, documentation, and administration
- Experience with private trust company and Texas Department of Banking
- Willingness to learn state and federal laws and strategies relevant to trusts, estate planning, marital planning, and exempt organizations
- Familiarity with income tax law for individuals, trusts, and flow-through entities to ensure proper coordination with trust and estate planning
- Strong skills in Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Experience with document management system (DocuWare)
- Polished communication skills (written and verbal)
- Highly sensitive to confidential nature of subject matter
- Willingness to commit time necessary to meet deadlines
- Flexible with ability to manage time effectively and adapt to changing priorities
- Attention to detail without losing sight of the big picture
- Ability to operate in a fast-paced environment while maintaining an organized workflow
- Ability to develop positive and effective working relationships with colleagues at all levels in the organization
