Trust Counsel
4 weeks ago
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
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