Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Offit Kurman, a growing full-service Am Law 200 firm serving the private client market, is seeking an Estate Planning and Administration Associate for its Columbia, Maryland office.
Required:
• At least three (3) years of experience drafting estate planning documents and administering estates in Maryland
• Ability to draft basic and intermediate estate planning documents
• Ability to administer probate estates in Maryland
• Ability to prepare accountings
• Ability to prepare estate tax returns
• Demonstrated client relationship skills
• Licensed to practice law in Maryland.
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