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Years of Experience
Date Last Verified
Estate Planner Duties: Review clientsâ€™ estate planning and trust documents and advise Client Advisors and clientsâ€™ lawyers and other outside advisors on content and technical matters, suggesting changes if appropriate. Identify potential trust and estate and related tax issues for clients and Client Advisors and serve as a resource for clients and clientsâ€™ attorneys and other advisors. Prepare memos or letters for clients with recommendations to accompany estate plan overviews, incorporating (where appropriate) flow charts, projections and other summaries. Serve as technical resource for estate planning and transfer tax issues and ideas. Answer questions on an ad hoc basis regarding clientsâ€™ trust and estate planning. Review estate planning documents and consider their application to assets proposed to be held in a fiduciary capacity to determine whether Bessemer can and should accept appointment as fiduciary. Provide legal expertise as in-house counsel to resolve fiduciary issues. Advise Client Advisors and other colleagues on internal fiduciary procedures. Serve on SIDD (Special Investment and Discretionary Distribution) and other committees of the trust companies, communicate with colleagues and advise on the handling of specific client situations. Supervise outside counsel on fiduciary matters (including litigation) involving a Bessemer entity. Deliver presentations at training sessions and offsite meetings to contribute to the education of other Bessemer personnel. Work with Wealth Advisors and Client Advisors, as appropriate, in prospective client meetings and other contacts. Develop intermediary contacts for business development (particularly in region covered). Participate in Bar Association and other professional organization activities to enhance professional knowledge, make contact with potential referral sources and demonstrate Bessemerâ€™s technical competence. Participate in Bessemer-sponsored and external speaking activities to support and raise Bessemerâ€™s profile as a high quality service provider. Develop appropriate promotional activities and materials. Write articles for professional journals. In addition to fulfilling professional continuing education requirements, the Estate Planner is expected to stay up to date on legal and estate planning trends by attending seminars and conferences, by conducting research and by reviewing relevant legal, tax, financial planning, and trust and estate publications. Other duties may include: Work with philanthropic advisory group and tax department on private foundations, split interest trusts and other charitable planning. Serve as a resource for state laws specific to region. Travel to client and prospect meetings and annual department retreats.
Qualification and Experience
Qualifications: JD Degree and active registration with a State Bar Association. L.L.M. in taxation preferred. 5+ years of relevant law practice.
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