Estate Planning Partner – UHNW

Role Overview:

• This role serves as a primary strategic advisor and subject matter expert for ultra-high net worth families within the Regis offering.
• You will lead client engagements alongside senior wealth advisors, driving estate planning outcomes for families with balance sheets often exceeding $100M.
• You will manage a select team of UHNW-focused estate strategists and operational support to deliver exceptional client outcomes.

Key Responsibilities:

• Design and implement comprehensive estate plans incorporating advanced wealth transfer techniques including irrevocable trusts, revocable trusts, wills, and funding documents.
• Lead multi-generational planning conversations including family governance, wealth education, trustee selection, and succession design for closely held businesses.
• Advise on complex estate, gift, and generation-skipping transfer tax strategies and identify planning windows and legislative risks.

Qualifications:

• Juris Doctor (J.D.) from an accredited law school; LL.M. in Taxation or Estate Planning strongly preferred.
• 15+ years of legal experience in estate planning, with the majority advising clients with balance sheets of $25M or greater; meaningful experience with $100M+ families required.
• Deep technical mastery of federal transfer tax law, trust and estate administration, and advanced wealth transfer planning techniques.

Benefits:

• Competitive compensation package including base salary and annual bonus, total expected cash compensation $250,000 - $400,000 USD.
• Comprehensive health and welfare benefits including medical, dental, vision, HSA with company contributions, and paid parental leave.
• Additional benefits: 401(k) with match, life and disability insurance, generous PTO, employee assistance program, and concierge services.