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. Review the current status of trusts and estate plans based on current documentation.
4. Provide sophisticated business succession strategies for clients.
5. Advise individuals and families on trust structures and private client tax matters.
6. Manage outside counsel on the drafting of various documents.
7. Work closely with internal teams, including Tax and Compliance.
8. Stay updated on relevant laws and regulations surrounding family office, trusts, and estate matters.
9. Collaborate 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. If your resume is deemed suitable, you will receive more information about the next steps.
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