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Tax Attorney / Trusts and Estates Attorney in Chicago, IL

Charles Schwab & Co., Inc May 29,2017 Mar 29,2017 Location USA Chicago IL
This job is expired...

In-House

Attorney

Litigation - Whistleblower - CFTC

Tax

Trusts and Estates

Min 5 yrs required

Profile

Director, Legal (Trust Counsel) The candidate will provide legal support to the day to day business activities of the trust Company. Provide trust and estate expertise on trust, estate, tax and fiduciary issues affecting new and existing trust relationships. Provide day-to-day guidance to trust officers and administrators on acceptance and ongoing administration of trust relationships. Review trust documents and preparing appointment, acceptance and resignation paperwork for trust relationships. Work with Trust Administration to provide legal interpretations of trust documents and respond to questions from Trust grantors or beneficiaries. Attend presentations to prospective clients. Assist with managing litigation and threatened litigation or complaints, including managing outside counsel. Partner with company’s broader legal, compliance, risk and audit groups. Conduct research and participating in industry association meetings to keep abreast of relevant legal and regulatory developments. J.D degree from an accredited law school and 5+ years of professional experience as a practicing attorney in a law firm specializing in estate and trust matters or in-house experience with a bank, trust company or wealth management firm supporting a personal trust or wealth management business required. Thorough knowledge of Estate Planning and Trust Administration including a high level knowledge of all Federal and State tax implications as necessary to support a multistate trust business; Drafting and document review skills for Trusts and related Estate Planning documentation; Solid research skills and the ability to formulate solid legal advice and strategies related to the establishment and administration of trust relationships under the law of any state as necessary to support a multistate trust business required. Familiarity with Delaware Trust law relating to the establishment and administration of directed trust relationships is a plus. Knowledge of State and Federal bank regulatory requirements applicable to corporate trustees and the operation of a personal trust business is a plus. Experience or a general familiarity with the business operations of a broker/dealer is a plus. Excellent interpersonal skills and the ability to interact with all levels of staff including senior management as well as trust grantors and beneficiaries and their legal representatives required.

Additional info

Job ID: 20170321-1220

Company info