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Trust and Estates Counsel

2 months ago

Danvers, Massachusetts, United States Michael Page Full time
Financial services client seeks Trusts & Estates Counsel 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 administrationWork directly with high-net worth individuals to advise on all trust and estate planning matters for both irrevocable and revocable trusts Reviewing the current status of trusts and estate plans based on current documentationProviding sophisticated business succession strategies for clientsAdvising individuals and families on trust structures and private client tax mattersManaging 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 mattersWork closely with senior management on other projects as needed

This opportunity is RETAINED and EXCLUSIVE to Page Executive. Submit your resume today using the link provided and should your resume be deemed suitable, you will receive more information about the next steps.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

JD from an accredited law school; LLM in Tax a plusCurrent admission to MA or NH State BarMinimum of eight year's 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 companyThe ideal candidate would have experience working with ultra high net-worth/HNW individuals in estate planning, trust administration and probate mattersExperience and understanding of New Hampshire T&E laws and regulations is preferredExperience as a Trust Officer is a nice to haveMust have excellent communications skills and be able to multi-task and work independentlyMust have experience working with a diverse high net worth client base within the trust and estates fieldMust have experience interacting directly with clients on a daily basis, understanding the nuances of family office work What's on Offer Competitive base salaryTarget bonusFully paid healthcare for individuals and dependentsHybrid working environment 3 days in office, 2 days wfhExcellent company cultureAdditional benefits