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 administration
* Work directly with high-net worth individuals to advise on all trust and estate planning matters for both irrevocable and revocable trusts
* Review the current status of trusts and estate plans based on current documentation
* Provide sophisticated business succession strategies for clients
* Advise individuals and families on trust structures and private client tax matters
* Manage 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 matters
* Work closely with senior management on other projects as needed
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