Trusts and Estates - General Attorney in New Orleans, LA

In-House

New Orleans, LA

Trusts and Estates - General Attorney in New Orleans, LA

Attorney

7-12 yrs required

No

Trust Legal Counsel - Provide legal guidance to Trust Lines of Business for investment and management of trusts and estates, ensuring compliance and minimizing legal risk.

Salary: Based on experience

Job Title: Trust Legal Counsel

Experience: 7+ years of legal and/or trust experience required, preferably in working for a financial institution

Location: City Plaza - Baton Rouge, LA; Hancock Whitney Center - New Orleans, LA

Employment Type: Full time

Posted on: Posted Yesterday

Job Requisition ID: R013635

Department: Legal

Company: Provide trust and estates legal guidance to Trust Lines of Business to assist senior management with investment and management of trusts and estates, ensuring compliance and minimizing legal risk.

Responsibilities:
- Review and interpret complex trust documents for investment and management of trust and estate matters
- Oversee and provide support on estate administration matters
- Coordinate with in-house/outside counsel on disputes and legal actions
- Maintain record of threatened and/or actual litigation for Management and Directors Trust Committee
- Assist in developing training programs and/or materials
- Serve as Chair of Discretionary Distribution Committee and Trust Administrative Committee
- Keep informed of federal and state legislation and judicial decisions that may affect Trust Lines of Business operations

Minimum Requirements:
- Juris Doctorate (JD) from an accredited institution with current license to practice law
- 7+ years of legal and/or trust experience required, preferably in working for a financial institution
- Licensed to practice law in either Alabama, Florida, Louisiana, Mississippi, or Texas, or eligible to become licensed in one or more of those states
- In-depth knowledge of legal and regulatory regimes governing collective investment trusts
- Proficient in Microsoft Office products

Supervisory Responsibilities: None

Essential Mental & Physical Requirements:
- Ability to work under stress and meet deadlines
- Ability to operate related equipment to perform the essential job functions
- Ability to read and interpret a document if required to perform the essential job functions
- Ability to travel if required to perform the essential job functions

Disclaimer: This job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to **Members Only**. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to the job at any time.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.