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Fiduciary Attorney

BCG Attorney Search Mar 06,2023 Feb 18,2022 Location USA Boston MA
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Attorney

Estate & Tax Planning

4-9 yrs required

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Boston office of a BCG Attorney Search Top Ranked Law Firm seeks fiduciary attorney with 5-7 years of experience specializing in trusts and estates in a law firm, or in the trust department of a bank or trust company. The candidate will provide significant support to PCG partner fiduciaries by assuming responsibility for legal and complex administrative matters related to the administration of trusts and other fiduciary accounts. Will work closely with PCG partner trustees on complex legal and other matters related to the administration of trusts and other fiduciary accounts. Researching legal and tax issues related to trusts, advising on and preparing documents necessary to re-title complex assets into trusts, coordinating promissory note arrangements between trusts and beneficiaries, and assuming oversight of compliance issues related to trusts and other entities. This will often necessitate a deep understanding of client relationships and the interactions of numerous trusts and other entities within a family group.

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