Adjunct Lecturer Estate Planning

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Adjunct Lecturer, Estate Planning
The candidate work for the Fall 2020 semester to teach the graduate-level course, Estate Planning in the school’s Master of Professional Studies degree program in Wealth Management. Scholar-practitioners with relevant academic and practical experience are invited to apply. Estate Planning explores the key concepts and skills a wealth management professional must understand to support making critical decisions with respect to estate planning. Students will first be introduced to the fundamental characteristics and consequences of property titling, before studying the components of estate planning documentation. This course will explore the various strategies used to transfer property and all of the factors impacting and related to the transfer process, including gift and estate tax compliance and tax calculation, estate liquidity, marital deduction, non-traditional relationships, and the types, features, and taxation of trusts. Also explore the various techniques for postmortem estate planning and techniques for intra-family and other business transfers of property. Serving as an adjunct Lecturer provides an outstanding opportunity to educate and mentor students aspiring to a career as a wealth manager as well as to form a rewarding professional relationship with University’s world-class faculty. Should have a demonstrated understanding of academic and applied trends that are driving best practice in the field. Class will be online and asynchronous. Facilitate asynchronous discussions, provide timely feedback on student work, record ad hoc video lectures, etc. (7-10 hours per week). Attend programmatic events as necessary, virtually or face to face. Conduct the lectures, and lead classroom administration. Lead preparation of course materials including the oversight of the course Canvas webpage (learning management system), weekly presentations, development of class readings. Monitor student concerns and inquiries; conduct office hours. Evaluation and grading of student assessments and work. J.D. preferred with a focus in estate planning. CPA or accounting specialization is desired. Demonstrated experience in their areas of estate planning and tax advisory is desired. Deep expertise related to Trust & Estates, Philanthropy and Generational Wealth Management. 10+ years of professional experience working in the field of Estate Planning is desired. 2+ years teaching experience in a university setting at the graduate level preferred. Peer-reviewed publications and/or contributions to area of discipline preferred.

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