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Now viewing: Director of Estate Planning
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Veritas Partners
Director of Estate Planning
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Director of Estate Planning at Veritas Partners Director of Estate Planning at Veritas Partners in Butler, Maryland Posted in 1 day ago.
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full-time Our client, a wealth management firm in Cockeysville, MD, is currently seeking a Director of Estate Planning to join their growing team. The Director of Estate Planning will serves as a resource for the firm's family office clients. Responsibilities Responsible for client estate and tax planning Lead plan design and implementation for ultra-high-net-worth clients across trusts, family entities, charitable structures, and wealth transfer strategies Combine income tax and estate tax planning in a single, coordinated approach Manage and develop junior planning staff Partner with advisors, compliance, and operations to deliver a connected client experience Qualifications 10+ years of estate planning for ultra-high-net-worth clients Experience working with clients north of $25MM in investable assets JD required. CPA preferred. LLM in Taxation preferred Excellent communication skills