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    Wealth and Estate Planning Strategist - San Francisco, United States - The San Mateo County Bar Association

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    Description
    Wealth and Estate Planning Strategist (Mandarin Speaker) - San Francisco


    To work with teams of investment professionals to provide clients and prospects objective information and analyses focusing on estate, gift and income tax planning, including executive compensation/stock options planning.


    More specifically:


    Working closely with Financial Advisors and Private Wealth Advisors to build relationships with ultra high net worth clients and prospects across Asian and the USA through meetings, conference calls, etc.

    Simplify complex legal topics, analyses and/or structures into comprehensible terms
    Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning and philanthropic structures
    Review, summarize and critique existing and/or proposed new estate planning documents
    Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies
    Working with team analysts to understand the "numbers" behind analyses and strategies
    Collaborate with clients' attorneys and accountants in the implementation of the clients' estate, income tax and financial plans
    Understand investment structures and how they might or might not be appropriate for various estate planning entities
    Understand trust services, insurance and similar third-party platforms and products
    Keep abreast and keep Financial Advisors and Private Wealth Advisors abreast of changes in the law and developing legal trends through networking with practitioners, attending seminars and professional reading
    Develop new marketing/white paper content
    Conduct internal training sessions for IRs
    Series 7 and 66 required (can be obtained post-hire)
    J.D. minimum required; LL.M. and/or accounting degree preferred
    Significant prior Asian trusts and estates experience with a law or accounting firm
    Broad and deep knowledge of Asian estate planning and tax planning strategies
    Strong income tax background as related to estate planning strategies
    Asian cross-border knowledge essential
    Fluent in Mandarian mandatory and Cantonese as second language beneficial
    West Bluff Picnic Area, Long Ave, San Francisco, CA 94129

    Asian American Bar Association of the Greater Bay Area

    #J-18808-Ljbffr

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