Trust Counsel

1 week ago


Louisville, Kentucky, United States Stock Yards Bank and Trust Full time
Job Summary

As a Trust Counsel at Stock Yards Bank and Trust, you will collaborate with Wealth Advisors, Trust, Tax, and Investment Teams to provide comprehensive trust, estate, and investment management services to clients. This includes estates, personal trusts, LLCs, foundations, and other fiduciary capacities.

Key Responsibilities:

  • Provide ongoing day-to-day legal advice and support to the SYB Wealth Management Group.
  • Oversee trust and estate administration in accordance with trust instruments and client relationships, including reviewing wills and trust agreements and determining fiduciary responsibilities and trust accountings.
  • Identify, evaluate, and escalate legal and regulatory developments and risks.
  • Develop and oversee policies and procedures related to trust administration, ensuring compliance with applicable regulations.
  • Provide legal analysis of new business opportunities and oversee external counsel used to support the SYB Wealth Management Group.
  • Support special projects as needed and develop new business among existing trust clients.

Requirements:

  • J.D. degree required.
  • Minimum 10 years' experience with trust laws and estate administration.
  • Proven ability to interact effectively with clients and internal partners.
  • Ability to organize and supervise trust and estate workloads.
  • Proven experience advising clients and partners on legal plans of action.
  • Licensed to practice law in Kentucky.
  • May be responsible for supervising an administrative assistant.

Benefits:

  • 401(k) with a company match of up to 6%
  • ESOP employer match
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Cancer/Disease insurance
  • Accident insurance
  • Flexible Spending Accounts
  • Health Savings Accounts
  • Bank-paid Life/AD&D insurance
  • Voluntary Life/AD&D insurance
  • Bank-paid Short-Term and Long-Term Disability insurance
  • Employee Stock Purchase Plan
  • Employee Assistance Program

Physical Requirements:

This position requires sitting for the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.


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