Job Description
The Legal Counsel is a critical hire for a financial services client based in the Greater Boston Area.
Main Responsibilities:
1. Advise on the planning and analysis of client estates and trust administration
2. Work directly with high-net worth individuals to advise on all trust and estate planning matters for both irrevocable and revocable trusts
3. Reviewing the current status of trusts and estate plans based on current documentation
4. Providing sophisticated business succession strategies for clients
5. Advising individuals and families on trust structures and private client tax matters
6. Managing outside counsel on the drafting of various documents
7. Work closely with internal clients, including Tax, Compliance, etc.
8. Stay abreast of relevant laws and regulations surrounding family office and trusts and estates matters
9. Work 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.