Trust Counsel

4 weeks ago


Boston MA, United States Larson Maddox Full time

A leading Multi-Family Office is seeking a seasoned Trust Counsel to join its growing team. With over a century of history, the firm advises family offices and high-net-worth individuals. Reporting to the Head of Fiduciary Services, this role interacts with the General Counsel, President, and officers throughout to support office and firm growth.

Requirements

  • Active US state bar member with 5-10+ years in Trust & Estates for high net worth individuals
  • Ability to collaborate with clients' advisors
  • Collegiate and energetic working style
  • Member of the Massachusetts Bar Association

Responsibilities

  • Advise on fiduciary laws and trust administration
  • Interpret trust instruments, distribution standards, and relevant fiduciary law
  • Participate in prospect meetings for business development
  • Maintain local and national legal community presence
  • Manage estate settlement filings, trust petitions, trustee appointments, etc.
  • Provide training on fiduciary, planning, and tax matters

by Jobble

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