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)
Burr & Forman LLP's Hilton Head/Bluffton, SC offices are seeking an attorney with 3 years of estate planning and probate administration experience for the Corporate and Tax Practice Group. Job duties include client engagement and counseling, drafting, reviewing and negotiating legal documents, and managing project workflow in the practice areas of estate planning, along with business transactional work and probate. Qualified candidates will be self-starters with great customer service skills, strong academic credentials, and exceptionally strong legal research and writing skills. This position is a unique opportunity to join a firm that prioritizes our clients, colleagues, and communities. We value collegiality and diversity among our lawyers, and we seek to make the practice both professionally and personally rewarding. When you join our team, you benefit from the experience of interesting, pivotal work in a friendly and professional environment. Must be qualified to practice law in South Carolina.
EOE/M/F/Vet/Disabled
Burr & Forman is an equal opportunity employer and is committed to recruiting, hiring, developing, and promoting lawyers and staff without regard to age, race, color, religion, sex, national origin, military and protected veteran status, sexual orientation, gender identity or expression, transgender status, sex stereotyping, or disability.
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