Trust & Estate Counsel - Independent RIA
A growing, independent RIA is looking to add to its Trust and Estate Team by bringing on a Trust & Estate Counsel! This person will work closely with the wider team to provide client solutions across trust and estate planning including charitable gift planning, taxes, and trust administration. A very exciting opportunity to come join the team and make an instant impact!
Job Responsibilities:
- Act as in-house estate planning counsel for staff and clients, providing estate and charitable gift planning services
- Provide education, review and summary of client estate planning documents, preparation of calculation, formulation of estate planning strategies, and presentation materials
- Partner with senior trust counsel and wider trust counsel team in reviewing and addressing any legal risks associated with trust administration, tax law and estate and probate administration
- Partner with compliance team to provide counsel as needed
- Serve on the Trust Administration Committee
Qualifications:
- JD required
- 6+ years of experience in estate planning and trust administration
- Ability to work well in a team environment
- Strong knowledge of Gift, Income, GST, and estate taxes
- Strong background in estate planning and trust law
- Understanding of basic investment advisory services and financial planning principles
- Strong organizational skills and attention to detai
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