Estate Planning Attorney

Diane Compardo this would be for the Compardo Group / Family Office UHNW clients - highest client level group

Established, growing St. Louis RIA seeks Estate Planning Attorney to engage directly with UHNW clients across the country, providing expert advice and support in their estate planning needs.

• Extensive client contact focused on customized estate planning, document review and addressing the specific needs of ultra-high net worth Family Office clients (100 MM to 1 B level)
• Dive deep into complex estate planning issues, ensuring high-quality execution
• Educate and mentor internal advisors on complex estate planning concepts, keeping them informed about new laws, client updates, and best practices.
• Contribute to firmwide training sessions and internal presentations, regarding estate planning strategies and ongoing projects
• Work extensively with wealth management team, including Partners, Senior Tax Advisors, Family Office Strategist, and the lead client relationship / engagement team
• Focus is on client service, assisting in closing new business, with an opportunity to build equity for sourcing new business
• 7+ years of drafting experience with a strong background in UHNW estate planning, IDITs, BDITs, SLATs, grantor trust, and estate tax issues
• Excellent benefits and room for growth

~Relocation Assistance Available~

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