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Estate and Trust Legal Advisor

2 months ago

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

As a Trust Counsel at Stock Yards Bank and Trust, you will collaborate closely with Wealth Advisors, Trust, Tax, and Investment Teams to deliver comprehensive trust, estate, and investment management solutions for clients. This role encompasses a wide range of fiduciary responsibilities, including estates, personal trusts, LLCs, foundations, and other relevant fiduciary capacities.

Key Responsibilities

Your daily tasks will include, but are not limited to:

  • Providing continuous legal guidance and support for the Wealth Management Group.
  • Managing ongoing trust and estate administration in line with trust instruments and client relations, which involves reviewing wills and trust agreements to ascertain fiduciary duties and trust accountings.
  • Identifying, assessing, and escalating legal and regulatory changes and associated risks.
  • Overseeing policies and procedures related to trust administration in compliance with applicable regulations.
  • Conducting legal analyses of new business opportunities.
  • Supervising external legal counsel supporting the Wealth Management Group.
  • Offering legal assistance for special projects as required.
  • Fostering new business development among existing trust clients.

Qualifications

The ideal candidate will possess the following qualifications:

  • A Juris Doctor (J.D.) degree is mandatory.
  • A minimum of 10 years of experience in trust law and estate administration.
  • Demonstrated ability to effectively engage with clients and internal stakeholders.
  • Capability to organize and manage trust and estate workloads efficiently.
  • Proven experience in advising clients and partners on legal strategies.
  • Must be licensed to practice law in Kentucky.
  • Potential responsibility for supervising an administrative assistant.

Employee Benefits

  • 401(k) plan with a company match of up to 6%
  • Employee Stock Ownership Plan (ESOP) match
  • Comprehensive medical insurance
  • Dental and vision insurance
  • Cancer and disease insurance
  • Accident insurance
  • Flexible Spending Accounts (FSA)
  • Health Savings Accounts (HSA)
  • Bank-paid Life and AD&D insurance
  • Voluntary Life and AD&D insurance
  • Bank-paid Short-Term and Long-Term Disability insurance
  • Employee Stock Purchase Plan
  • Employee Assistance Program

Physical Demands

The physical requirements outlined here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

This role primarily involves sitting for extended periods, with limited walking and standing. All work is conducted indoors during standard working hours, and the noise level in the work environment is typically moderate.