Sr. Trust & Estate Strategist

: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 Responsibilities Lead estate planning discussions with UHNW clients and their families, focusing on multigenerational planning, charitable giving, and wealth transfer. Analyze and interpret complex estate planning documents, such as GRATs, IDGTs, SLATs, CLTs, CRTs, private foundations, and family partnerships. Collaborate with clients’ attorneys, CPAs, and other advisors to implement customized estate strategies. Provide in-depth guidance on trust structuring, entity planning, and ownership frameworks for complex asset types. Serve as a trusted technical resource within the firm, supporting Advisors and colleagues on advanced estate topics. Review and design planning solutions in alignment with client values, goals, and tax efficiency. Monitor changes in legislation, tax law, and planning strategies, and apply insights across client situations. Assist in refining internal tools, processes, and workflows to improve the delivery of estate planning services. Contribute to mentoring and knowledge-sharing among Trust & Estate Strategists and team members. Support content development or firm initiatives that enhance our estate planning offering and client experience. Company Requirements / Qualifications and Skills Bachelor’s degree from an accredited institution; JD; LL.M. in Taxation, CFP®, or equivalent advanced designation. 8+ years of estate planning experience, including direct work with UHNW individuals. Demonstrated ability to work independently and manage complex engagements from start to finish. Strong communication skills with the ability to distill and present nuanced planning strategies clearly. Proven track record of collaboration with multidisciplinary teams and outside professionals. Advanced understanding of estate, gift, and GST taxation, charitable planning vehicles, and trust design. #J-18808-Ljbffr Atlas Search