Trust Counsel - Boston, MA, United States - Larson Maddox

    Larson Maddox
    Larson Maddox Boston, MA, United States

    2 weeks ago

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    Description

    A leading Multi-Family Office is seeking a seasoned Trust Counsel to join its growing team. With over a century of history, the firm advises family offices and high-net-worth individuals. Reporting to the Head of Fiduciary Services, this role interacts with the General Counsel, President, and officers throughout to support office and firm growth.

    Requirements

    • Active US state bar member with 5-10+ years in Trust & Estates for high net worth individuals
    • Ability to collaborate with clients' advisors
    • Collegiate and energetic working style
    • Member of the Massachusetts Bar Association

    Responsibilities

    • Advise on fiduciary laws and trust administration
    • Interpret trust instruments, distribution standards, and relevant fiduciary law
    • Participate in prospect meetings for business development
    • Maintain local and national legal community presence
    • Manage estate settlement filings, trust petitions, trustee appointments, etc.
    • Provide training on fiduciary, planning, and tax matters

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