Description:

Fiduciary Trust International is hiring a Trust Counsel to join our NY market team in Midtown. The Trust Counsel serves as an expert, both internally and externally, on matters related to estate planning, advanced tax planning, and trust and estate administration.

Core Responsibilities:
Wealth Planning:

Provide clients with holistic review of estate and wealth transfer plans, including recommendations on options to best achieve wealth transfer goals, working in collaboration with relationship teams and outside professional advisors
Liaise with internal team members and outside professional advisors to gather all relevant information, then develop and implement any changes or additions to the client plans
Understand and update team and clients regarding changes to federal, state and local estate, gift and income tax laws and proactively identify impact to client plans
Trust and Estate Community Involvement/Marketing and Sales:
Collaborate and coordinate with market teams and nationally in order to provide clients with breadth of firm's offerings
Assist and participate in new business meetings in order to articulate value proposition of integrated wealth management offering
Actively represent the firm in the community through thought leadership and participation in industry groups such as bar associations, committees, networking groups and conferences
Act as a leader and SME for specific new projects and initiatives related to new business development and client retention
Provide Trust Administration Guidance:
Provide guidance to trust team members on all aspects of estate and trust administration
Review intake of new trust business and related documents in accordance with trust acceptance procedures
Provide advice concerning trust terminations, accountings, decantings and use of nonjudicial settlement agreements
Engage and manage outside counsel
Review exercises of discretion, including distributions of principal and income

Qualifications:

JD or LLM required
Bar admission in relevant states required
10+ years of trust administration and wealth planning experience in a legal or professional environment. Law firm experience preferred
Cross-border planning experience preferred
Knowledge of state-specific Trust laws, including NY, New Jersey, and other jurisdictions, preferred
Network of professional advisor relationships to leverage and collaborate with
Fluency across financial planning disciplines, including cash-flow planning, insurance and risk management, income tax planning and investment planning, preferred
Excellent verbal and written communication skills
Excellent organizational skills with strong attention to detail
MS office skills (Outlook, Word, Excel, PowerPoint)