Philadelphia Estate Planning Council

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  • Thursday, August 29, 2019 3:22 PM | Anonymous

    Laura Solomon & Associates, a growing firm dedicated to serving nonprofit, tax-exempt organizations and philanthropic individuals (www.laurasolomonesq.com), is seeking a new Associate Attorney who is interested in joining our practice.  Located on the Main Line, just west of Philadelphia, the firm is recognized as a leader in the charitable sector and works exclusively on matters related to tax-exempt organizations and philanthropic matters, serving as general counsel to hundreds of public charities, private foundations, trade associations, and other nonprofits.  We counsel clients locally, around the U.S., and internationally.

    This position offers a tremendous opportunity for learning and professional growth and has the following requirements:

    • Demonstrated commitment to, and desire to work with, nonprofit organizations and philanthropic individuals
    • 3 to 5 years’ applicable legal experience, with large law firm experience strongly preferred
    • A knowledge base in the following areas (familiarity with application to exempt organizations/nonprofits is strongly preferred):
      • corporate law (incorporation, Bylaw and Resolution drafting; nonprofit corporate and transactional experience is strongly preferred)

      • federal taxation

      • trusts and estates (Orphans Court and charitable gift planning)

      • real estate law

    • Licensed to practice law in PA (additional states, including NJ, NY, and DE, are helpful)
    • Excellent communications skills – both orally and in writing, including ability to explain legal concepts to non-lawyers
    • Strong legal and business judgement
    • Excellent research and analytical skills
    • Personal Characteristics - positive; decisive; hardworking; mature; professional; detail-oriented; poised/level headed; articulate; takes responsibility and initiative; energetic; thoughtful; team player; flexible and able to juggle competing client demands

        Other factors for consideration include:

    • Other relevant professional experience in the nonprofit sector
    • Masters of Law in Taxation
    • Nonprofit board experience
    • Public speaking experience.

    Our firm has an excellent work culture and strong commitment to our clients. We wholeheartedly serve our clients and their missions. This is a firm where you can do meaningful work with nonprofits and be supported and mentored.   We expect all of our staff to be able to manage their own schedule and deadlines. To be successful, all members of our office must have high expectations of their own work, attention to detail, and motivation to do excellent work.  

    As part of the culture of Laura Solomon & Associates, we value our work/family balance and that of our colleagues as well. The firm sets a reasonable and manageable billable hour requirement of 1300 hours.  Our compensation package is competitive, including opportunities to be rewarded for your initiative and business development.  The firm offers medical/dental insurance.  Retirement savings are encouraged through matching 401(k) and profit sharing plan.

    To apply for this position, please send your resume with cover letter, two writing samples, and salary history/request to recruiting@laurasolomonesq.com. 

    For more information about the firm, please see www.laurasolomonesq.com

  • Wednesday, July 31, 2019 11:22 AM | Anonymous

    Pennsylvania Trust Company, an independent and employee-owned wealth management firm located in Radnor, PA, is looking for a Senior Vice President to oversee its Special Needs Trust and Guardianship Unit.

    Job Responsibilities:

    Provide oversight and guidance to the Unit team in the following areas:

    • Fiduciary aspects of special needs trusts, guardianships and litigation settlements for minors and incapacitated persons;
    • Trust and guardianship administration, interpretation and distribution issues;
    • Medicaid/Social Security compliance;
    • State and county guardianship tracking requirements;
    • Estate planning
    • Serve as relationship manager on SNT and guardianship accounts
    • Develop and maintain relationships with attorneys and other centers of influence

    Job Requirements:

    • Juris Doctorate required.
    • At least 5-7 years of experience in law firm or wealth management firm handling SNT and guardianship related matters.
    • Demonstrated leadership skills.
    • Experience working with clients and providing proactive and professional advice.

    Pennsylvania Trust offers compensation commensurate with experience as well as a benefits package which is inclusive of health, dental, and vision benefits, a 401k plan with company match, paid time off, and company paid life insurance. Qualified candidates should forward a resume with salary requirements to jobs@penntrust.com.


  • Wednesday, July 24, 2019 3:01 PM | Anonymous

    Summary of Position:

    Responsible for conducting investment analysis; providing asset research and portfolio management services to customers of Investment Services and Trust Teams, administering investment policies consistent with trust policy & procedure and related regulations. Participating with Senior Investment Portfolio Management in achieving goals for the unit; communicating with the appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports.

    Key Accountabilities

    Demonstrate industry knowledge to effectively communicate with clients.

    • Develop an understanding of all SEI investment portfolio strategies.
    • Possess general understanding of the markets and current macro and micro events that may be impacting the market.
    • Development of investment policy statements
    • Provide analysis of existing portfolios
    • Assist with portfolio tax transition issues
    • Make portfolio recommendations with all beneficiaries in mind.
    • A strong attention to detail
    • Have or obtain a general knowledge of applicable federal & state trust laws and regulations

    Proactively assess client and firm needs with a focus on retaining and attaining assets.

    • Assist the team in marketing related activities
    • From an investment perspective, serve as primary internal contact for advisors on opening of new accounts.
    • Responsible for tracking and documenting interactions with clients and prospects.

    Routinely perform account surveillance to ensure client accounts are invested according to guidelines.

    • Assist with rebalancing of client portfolios.
    • Participate in Reg 9 reviews.
    • Ad hoc cash requests

    Build positive relationships and collaborate with others throughout the sales network.

    • Act as a liaison with teams throughout SEI to facilitate resolution of client needs.
    • Collaborate with team members to review current policies and procedures and recommend changes that will increase efficiency and promote uniformity.
    • Coordinate with others on special nonrecurring and ongoing projects that will enhance our service capability.
    • Maintain a high standard of verbal and written communication.
    • Take an engaged role in team and firm-wide initiatives including integration of new technology and client service initiatives.

    Qualifications

    • BA or BS undergraduate degree is preferred
    • Minimum 2-5 years of experience working in a client service role; financial sector experience preferred.
    • Series 65 or other similar relevant licenses, CFP, CTFA or other designations is a plus.
    • Excellent oral and written communications skills.
    • Proficient with Microsoft Office, financial spreadsheets, and client database management programs.
    • Must possess exceptional client relationship and interpersonal skills; able to excel in client delivery and value additions
    • Must have superior team orientation and be a self-starter.
    • Must be accurate in compiling data and other materials.
    • Must be well organized and attentive to detail with the ability to multi-task.
    • Must be able to effectively coordinate and prioritize tasks and needs.
    • Must have a high degree of personal integrity and honesty, with an emphasis on continued growth and excellence in work product.

    Location

    Based in Oaks, SEI Investment main campus. Expected travel is on about 10-15% of the time.

    Please contact Kevin Bader @

    kbader@seic.com

    610-676-3448


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Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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