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Sr. Trust & Estate Strategist
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Atlas Search
Morris Plains, NJ (In Person)
Full-Time
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Job Description
Sr. Trust & Estate Strategist at Atlas Search Sr. Trust & Estate Strategist at Atlas Search in Morris Plains, New Jersey Posted in 5 days ago.
Type:
full-timeJob Description:
Job Title:
Sr.Trust & Estate Strategist Job Description :
Position Overview :
The Senior Trust & Estate Strategis t will provide expert guidance in complex estate planning, wealth transfer strategies, and trust structures for ultra-high-net-worth (UHNW) clients. This role requires advanced technical knowledge, strong independent judgment, and the ability to deliver customized planning solutions that support client goals. The Senior Strategist works closely with Advisors and other client-facing professionals, serving as a key resource for sophisticated planning needs while helping drive excellence across client experience .Key Responsibilitie s:
- Lead estate planning discussions with UHNW clients and their families, focusing on multigenerational planning, charitable giving, and wealth transf er
- Analyze and interpret complex estate planning documents, such as GRATs, IDGTs, SLATs, CLTs, CRTs, private foundations, and family partnershi ps
- Collaborate with clients' attorneys, CPAs, and other advisors to implement customized estate strategi es
- Provide in-depth guidance on trust structuring, entity planning, and ownership frameworks for complex asset typ es
- Serve as a trusted technical resource within the firm, supporting Advisors and colleagues on advanced estate topi cs
- Review and design planning solutions in alignment with client values, goals, and tax efficien cy
- Monitor changes in legislation, tax law, and planning strategies, and apply insights across client situatio ns
- Assist in refining internal tools, processes, and workflows to improve the delivery of estate planning servic es
- Contribute to mentoring and knowledge-sharing among Trust & Estate Strategists and team membe rs
- Support content development or firm initiatives that enhance our estate planning offering and client experien ce Company Requiremen ts:
- Bachelor's degree from an accredited institution; JD; LL.M. in Taxation, CFP®, or equivalent advanced designation a bo nus
- 8+ years of estate planning experience, including direct work with UHNW individu als
- Demonstrated ability to work independently and manage complex engagements from start to fin ish
- Strong communication skills with the ability to distill and present nuanced planning strategies clea rly
- Proven track record of collaboration with multidisciplinary teams and outside profession als
- Advanced understanding of estate, gift, and GST taxation, charitable planning vehicles, and trust des ign