Financial services client seeks Trusts & Estates Counsel
Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.
Role will advise on family office estate planning, probate and administration.
About Our Client
Financial services.
Job Description
The Legal Counsel is a critical hire for a financial services client based in the Greater Boston Area.
Main Responsibilities :
- Advise on the planning and analysis of client estates and trust administration
- Work directly with high-net worth individuals to advise on all trust and estate planning matters for both irrevocable and revocable trusts
- Review the current status of trusts and estate plans based on current documentation
- Provide sophisticated business succession strategies for clients
- Advise individuals and families on trust structures and private client tax matters
- Manage outside counsel on the drafting of various documents
- Work closely with internal clients, including Tax, Compliance, etc.
- Stay abreast of relevant laws and regulations surrounding family office and trusts and estates matters
- Work closely with senior management on other projects as needed
The Successful Applicant
- JD from an accredited law school; LLM in Tax a plus
- Current admission to MA or NH State Bar
- Minimum of eight years' experience in the Trust & Estates group of a top law firm, ideally combined with in-house experience gained at a family / multifamily office or trust company
- The ideal candidate would have experience working with ultra high net-worth / HNW individuals in estate planning, trust administration and probate matters
- Experience and understanding of New Hampshire T&E laws and regulations is preferred
- Experience as a Trust Officer is a nice to have
- Must have excellent communication skills and be able to multi-task and work independently
- Must have experience working with a diverse high net worth client base within the trust and estates field
- Must have experience interacting directly with clients on a daily basis, understanding the nuances of family office work
What's on Offer
- Competitive base salary
- Target bonus
- Fully paid healthcare for individuals and dependents
- Hybrid working environment 3 days in office, 2 days wfh
- Excellent company culture
- Additional benefits
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