Estate Planning Senior Manager

A company is looking for a Senior Manager - Estate Planning. Key Responsibilities Lead a team in addressing sophisticated trust and estate planning needs for high net-worth individuals and business owners Collaborate with various stakeholders to determine company valuations, conduct deed research, and analyze cash flow Serve as a primary contact for successful client plan implementation and manage professional relationships Required Qualifications 10+ years of professional experience in trust, estate planning, probate, and fiduciary matters Experience with passthrough entities, entity selection, and reorganization Understanding of transaction modeling, cash flow planning, and tax reporting requirements Proficiency in Microsoft Office Suite Ability to review legal documents for proper implementation of ideas

Feb 15, 2025 - 18:53

A company is looking for a Senior Manager - Estate Planning. Key Responsibilities Lead a team in addressing sophisticated trust and estate planning needs for high net-worth individuals and business owners Collaborate with various stakeholders to determine company valuations, conduct deed research, and analyze cash flow Serve as a primary contact for successful client plan implementation and manage professional relationships Required Qualifications 10+ years of professional experience in trust, estate planning, probate, and fiduciary matters Experience with passthrough entities, entity selection, and reorganization Understanding of transaction modeling, cash flow planning, and tax reporting requirements Proficiency in Microsoft Office Suite Ability to review legal documents for proper implementation of ideas