Estate Planning Strategist in Chicago, IL for Morgan Stanley

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Estate Planning Strategist

Technical Requirements J.D. required. Significant prior trusts and estates experience (preferably with a law or accounting firm). Broad and deep knowledge of estate planning and tax planning strategies. Strong income tax background as related to estate planning strategies. Responsibilities and Skills To work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. Must have the ability to travel to meet with the Financial Advisors and clients. More specifically: Working closely with Finan

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