Senior Estate Planning Strategist High-Net-Worth Planning

Osaic is seeking a highly experienced Estate Planning Strategist to join our High Net Worth Planning Services team. This role serves as a subject matter expert on estate planning strategies, trust design, wealth transfer planning, and related legislative developments impacting high-net-worth clients.

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and

We are currently recruiting a Senior Estate Planning Strategist for High-Net-Worth Planning for our team in DE, United States.

Join OSAIC and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Senior Estate Planning Strategist for High-Net-Worth Planning role at OSAIC, based in DE, United States.