Director OF Real Estate

Serving as the organization's senior technical authority on estate planning, the full-time remote State Licensed Estate Planning VP will manage complex estate plans, provide strategic guidance to advisors and clients, and ensure compliance with legal standards. Key responsibilities Develop customized estate and legacy planning strategies in collaboration with financial advisors and internal partners Monitor legal and tax developments to incorporate into client and advisor guidance while sharing expertise through training sessions Provide mentorship and technical guidance to planning professionals and collaborate across functions to enhance the client experience Required qualifications Juris Doctor degree required; Master of Laws in taxation or estate planning preferred Admission to at least one U.S. state bar in active or inactive status required Minimum of ten years of estate planning experience required Advanced knowledge of federal estate and gift tax law and trust structures required Experience advising on complex trust, tax, charitable, and business succession strategies required