A leading privately owned Trust & Estate firm is seeking a Trust Counsel to join that rapidly expanding team. Founded well over 100 years ago this firm has remained one of the most trusted advisors to family offices, high and ultra-high net worth individuals and their families. This role will be reporting into the Chief Fiduciary Officer and interact regularly with the General Counsel, President, and officers to support the rapid growth of the office and firm at large.
They are seeking a seasoned Counsel with a deep understanding of all laws surrounding trust & admin process advising on estates, gifts, taxes, and all that has to do with advising high net worth clients, family offices, etc. You will be working with clients all over the United States as well as become a dynamic, inspirational leader who is engaging with the community and leaders throughout the firm.
Responsibilities:
- Provide advice and counsel on all matters related to fiduciary laws and trust administration
- Review and interpretation of trust instruments, distribution standards, trustee duties & rights, settlement agreements, and application of relevant fiduciary law.
- Participate in prospect meetings to represent the firms depth of experience and actively engage in new business development activities and initiatives
- Maintain a relationship and presence in the firms legal community at a local and national level
- Manage court actions for estate settlement filings, petitions for instructions, trust reformations, trustee appointments, etc.
- Provide training and education to employee on matters related to fiduciary, planning and tax matters
Requirements
- Active member of a US state bar with 5-10+ years of working within Trust & Estates and high or ultra-high net worth individuals in-house or as an attorney
- Ability to work seamlessly with clients who have a family office or other advisors on their team
- Collegiate, energetic, and collaborative working style
*This opportunity offers the ability to work for one of the more prestigious Trusts in the industry and high visibility amongst senior leaders of the business, in addition to a competitive all-in compensation package.
