Freeman Dance Camp · 1 day ago
Trust & Estate Planning Expert
United States
Contract
Remote
Senior LevelGoodMove Family Office is a private family office servicing HNW and UHNW individuals and families. They are seeking an experienced Trust & Estate Planning Expert to assist in developing and reviewing estate plans, conducting research on relevant regulations, and preparing comprehensive reports and presentations.
Dance Companies
Responsibilities
Design, review, and optimize trust and estate planning structures, including not limited to:
Revocable and Irrevocable Trusts
Grantor vs. Non-Grantor Trusts
Dynasty Trusts, SLATs, ILITs (as applicable)
Advise on:
Estate and gift tax exposure and mitigation
Asset protection strategies
Intergenerational wealth transfer and governance
Control mechanisms and beneficiary design
Review and stress-test existing estate structures; provide second-opinion assessments
Collaborate with:
Estate planning attorneys
Tax advisors / CPAs
Family office and private banking teams
Participate in client discussions as a subject-matter expert when appropriate
Qualification
Required
Demonstrated experience in U.S. trust and estate planning and/or cross-border estate structuring for HNW&UHNW families
Knowledge or experience with Estate Planning and Trusts
Excellent Communication skills for client interactions and team collaboration
Basic understanding of Finance principles as they relate to estate and trust management
Detail-oriented with strong organizational abilities
Ability to clearly articulate complex planning structures to sophisticated clients and advisors
Prior coursework or experience in estate planning or trusts
Preferred
Background as a T&E attorney, CPA, or senior family office advisor
Company
Freeman Dance Camp
Based in Silicon Valley, we aim to create a household-known dance community utilizing AI, Machine Learning and Big data, to create tailor-made dance experience.
Founded in 2023
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase