Senior Estate Planning Strategist - (San Diego, Orange County)
About The Position
The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high new worth clients. This role will be hybrid in the Orange County / San Diego areas. The Estate Planning Director will also act as attorney under Advanced Services Law Group, Inc. (ASLG). ASLG is a boutique estate planning firm that supports clients of Mercer Advisors. In this role, the attorney will perform the following tasks: Meet with clients to design, implement, and fund complex estate planning, wealth transfer strategies, and sophisticated estate and gift tax mitigation. Draft estate plan documents, including irrevocable trusts (GRATs, IDGTs, ILITs, SLATs, CRTs, QPRTs), revocable trusts, wills, powers of attorney, healthcare directives, and funding related documents. Advise on estate, gift, and generation-skipping transfer (GST) tax strategies. Coordinate with wealth advisors, tax experts and other professionals to ensure seamless execution of wealth strategies. Prepare and review deeds and real property transfer documents.
Requirements
- Juris Doctor (JD)
- Licensed to practice law in at least one state
- Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients
- 8-12 years legal experience in estate planning and deep technical expertise
- Proven track record of handling planning matters for high net worth clients
- Ability to travel up to 25%
Nice To Haves
- LL.M. in Taxation or Estate Planning strongly preferred
Responsibilities
- Serve as an in-house resource in estate planning to wealth management teams and clients nationwide
- Maintain book of ultra-high-net-worth clients
- Review and summarize existing estate planning documents
- Remain current with related estate, trust, and tax legislation nationwide
- Supporting business development through networking, leading presentations, drafting publications, and supporting prospective client meetings, as necessary
- Conduct research on nuanced and specialized estate planning topics
- Manage a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring
- Mentor and coach estate planning strategists
- Other duties, as assigned
- Meet with clients to design, implement, and fund complex estate planning, wealth transfer strategies, and sophisticated estate and gift tax mitigation.
- Draft estate plan documents, including irrevocable trusts (GRATs, IDGTs, ILITs, SLATs, CRTs, QPRTs), revocable trusts, wills, powers of attorney, healthcare directives, and funding related documents.
- Advise on estate, gift, and generation-skipping transfer (GST) tax strategies.
- Coordinate with wealth advisors, tax experts and other professionals to ensure seamless execution of wealth strategies.
- Prepare and review deeds and real property transfer documents.
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
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What This Job Offers
Job Type
Full-time
Career Level
Senior
