Job Description: Ability to pitch the Estate Planning product to the clients after understanding the Trust structuring concepts.
The Candidate should be aware of the basic concepts of estate planning including succession laws, trust laws, tax laws, general corporate law and preferably should have handled transactions on trust structuring and trust administration. Ensuring timely Client communication for Trust related activities.
Ideally a Chartered Accountant or a Lawyer or an MBA who has been in a Client facing role or working in the field of estate planning at least for a period of 1/2 years and is aware of Trust and succession laws. Understanding the US and multi-jurisdictional tax and structuring issues and having the knowledge of real estate laws will be an added advantage
Required Skills: Succession Planning, Trust Structuring, Trust Administration , Succession laws, Trust Laws
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