SVP – Fiduciary Counsel/Estate Planning

Our Client is a prominent international Multi-Family Office and Trust Company with an office in Boston. They have a newly created Fiduciary Counsel/Estate Planner role open due to growth and looking for a strong attorney with Trust and Estate Planning experience in the Boston market.

This is an excellent opportunity to be highly visible and play a key role spearheading the Boston Office’s Estate Planning, managing complex Ultra High Net Worth Clients with tremendous long-term growth potential.

SVP – Fiduciary Counsel/Estate Planning, Responsibilities:

  • Advise on clients’ estate plans and trust documents, including technical matters, suggesting changes if appropriate.
  • Deliver legal guidance and expertise as in-house counsel. Advise other colleagues, including Relationship Managers and Investment professionals on Fiduciary procedures. Educated and assist in training other colleagues on Fiduciary matters.
  • Serve on in house committees to guide and advise other colleagues and offices on the handling of client situations.
  • Partner with outside counsel on fiduciary issues and litigation.
  • Recognize potential tax issues for clients from a trust and estates standpoint and act as a resource for internal Relationship Managers, clients and their outside attorneys and advisors.
  • Create and draft memos or letters for clients with recommendations alongside the estate plan overview.
  • Partner with Relationship Managers and Investment team, when necessary, to attend prospective client meetings to discuss trust and estates specific matters.
  • Act as one of the faces of the Boston Office to develop contacts and connections in the local marker.
  • Partake in professional organizations, activities and the local Bar Association and Estate Planning Council to increase professional knowledge.
  • Continually stay up to date on legal and estate planning trends by attending seminars and conferences, by conducting research and by reviewing relevant legal, tax, financial planning, and trust and estate publications.
  • Partner with the philanthropic advisory group and tax department on private foundations, split interest trusts and other charitable planning. 

SVP – Fiduciary Counsel/Estate Planning, Requirements:

  • Minimum of five years of relevant law practice, estate planning and fiduciary experience.
  • J.D. and active registration with a State Bar Association.
  • L.L.M. in taxation preferred.

 

Please contact Angela George, / 866.839.3503 to discuss further.

We gladly pay $500 for referrals that result in hire. All referrals are confidential, please send information to Angela.