In-House Counsel

1 month ago

franklin, United States Meraki Talent Ltd Full time

Job Title: In-House Legal Counsel, Trust & Estate Administration

Location: Franklin, Tennessee


About the Role:

We are seeking a dedicated and experienced In-House Legal Counsel to support our trust and estate administration team. This position involves advising on legal matters related to trust and estate planning, administration, compliance, and fiduciary responsibilities. As a key part of our team, you will work closely with trust officers, advisors, and clients to provide expert guidance in navigating complex trust and estate matters.


Key Responsibilities:

  • Provide comprehensive legal support for trust and estate administration, including the interpretation of trust documents, wills, and estate plans.
  • Offer guidance on fiduciary duties and responsibilities, ensuring that trust officers and administrators adhere to all relevant legal and regulatory requirements.
  • Collaborate with internal stakeholders on the management and administration of trusts and estates, including handling complex cases involving multiple jurisdictions and intricate asset structures.
  • Advise on compliance with federal and state laws affecting trusts, estates, and fiduciary operations, maintaining awareness of regulatory updates.
  • Review and draft trust documents, estate planning documents, amendments, and other legal instruments as necessary.
  • Coordinate with external legal counsel as needed on specialized or complex legal issues.
  • Assist in preparing and reviewing legal documents for trust transactions, including asset transfers, distributions, and trust terminations.
  • Provide support on tax matters related to trust and estate administration, in collaboration with tax advisors and accountants.
  • Facilitate client meetings, offering legal insights and assistance to trust officers and relationship managers to address client questions or concerns.
  • Support risk management initiatives by identifying potential risks and ensuring compliance with internal policies, regulatory standards, and industry best practices.


Qualifications:

  • Juris Doctor (JD) from an accredited law school and active bar membership in Tennessee or the ability to obtain Tennessee licensure.
  • Minimum of 5-7 years of experience as a trust and estate attorney, ideally with in-house experience at a financial institution, trust company, or wealth management firm.
  • Strong knowledge of trust and estate laws, probate procedures, and fiduciary principles, including experience with high-net-worth individuals and complex trust structures.
  • Familiarity with state and federal regulatory requirements applicable to trust and estate administration, including tax laws and fiduciary standards.
  • Excellent drafting, analytical, and problem-solving skills with a high level of attention to detail.
  • Strong communication and interpersonal skills, with the ability to work effectively in a team environment and with clients.
  • Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced setting.

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