Trust & Estate Planning Specialist
About The Position
The Advice, Planning & Fiduciary Services Team at Neuberger Wealth is comprised of in-house tax, trust and estate attorneys, certified financial planners, and fiduciary specialists — 34 professionals in total. Together, the team advises clients on estate planning, tax planning, life insurance, philanthropy, and wealth education. Additionally, the team caters to the trust administration needs of wealthy families through our internal trust company, Neuberger Trust Company, which serves as trustee in all 50 states and oversees $17.2B in assets across UHNW and strategic client relationships.
Requirements
- 10+ years of experience in tax, trust and estate planning
- J.D. required / LL.M. in Taxation a plus — with prior work in law and/or wealth management
- Proven ability to manage complex, high-net-worth relationships with a focus on trust and estate planning
- Strong collaborator who works effectively within a multi-disciplinary team
- Candidates should be comfortable operating in an advisory/fiduciary capacity alongside outside counsel and other licensed professionals
Nice To Haves
- LL.M. in Taxation a plus
Responsibilities
- Advising wealthy clients in all aspects of tax, trust and estate planning; pre-liquidity planning; and charitable planning
- Supporting advisor teams and portfolio managers by providing subject matter expertise
- Collaborating with both internal and external experts — including outside attorneys and law firms, as well as third-party solution providers such as accounting, valuation, and life insurance firms, and certain family office service providers — to deliver tailored, comprehensive advice
- Leveraging technology to scale and organize advisory delivery
- Acting as a thought leader through the publication of articles, LinkedIn/social media presence, and speaking arrangements
- Promoting our internal trust company capabilities — full fiduciary and directed trustee services — to "centers-of-influence" in the industry
Benefits
- paid time off
- medical/dental/vision insurance
- retirement
- life insurance
- discretionary bonus
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Ph.D. or professional degree
