Juris Doctorate (J.D.) degree
Minimum of ten (10) years of experience working in trust/estate planning space.
Experience working with high-net-worth clients, complex estate structures, and tax mitigation strategies.
Exposure to multistate estate planning considerations, trust structures, and tax strategies.
Proficient in Microsoft Office software
Willingness to travel as needed and on demand for in-person client engagements.
Willingness to host in-person client program events.