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For Companies At a Glance
- Tasks: Advise high-net worth clients on trusts and estate planning.
- Company: Join a leading financial services firm in the Greater Boston Area.
- Benefits: Enjoy competitive compensation and opportunities for professional growth.
- Why this job: Make a real impact by helping families secure their legacies.
- Qualifications: Juris Doctor degree and experience in trusts and estates required.
- Other info: Collaborate with senior management and various internal teams.
The predicted salary is between 43200 - 72000 £ per year.
The Legal Counsel is a critical hire for a financial services client based in the Greater Boston Area.
Main Responsibilities:
- Advise on the planning and analysis of client estates and trust administration.
- Work directly with high-net-worth individuals to advise on all trust and estate planning matters for both irrevocable and revocable trusts.
- Review the current status of trusts and estate plans based on current documentation.
- Provide sophisticated business succession strategies for clients.
- Advise individuals and families on trust structures and private client tax matters.
- Manage outside counsel on the drafting of various documents.
- Work closely with internal teams, including Tax and Compliance.
- Stay updated on relevant laws and regulations surrounding family office, trusts, and estate matters.
- Collaborate with senior management on other projects as needed.
This opportunity is RETAINED and EXCLUSIVE to Page Executive. Submit your resume today using the link provided. If your resume is deemed suitable, you will receive more information about the next steps.
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Legal Counsel (Trusts & Estates) employer: TN United Kingdom
Contact Detail:
TN United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legal Counsel (Trusts & Estates)
✨Tip Number 1
Make sure to network with professionals in the financial services and legal sectors, especially those who specialize in trusts and estates. Attend relevant seminars or workshops in the Greater Boston Area to meet potential colleagues and learn about industry trends.
✨Tip Number 2
Familiarize yourself with the latest laws and regulations regarding trusts and estates. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in this ever-evolving field.
✨Tip Number 3
Consider reaching out to current or former employees of the company to gain insights into their culture and expectations. This can provide you with valuable information that can help you tailor your approach during the interview process.
✨Tip Number 4
Prepare to discuss specific case studies or examples from your past experience that showcase your ability to handle complex trust and estate matters. Highlighting your problem-solving skills and strategic thinking will set you apart from other candidates.
We think you need these skills to ace Legal Counsel (Trusts & Estates)
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly understand the responsibilities of a Legal Counsel in Trusts & Estates. Familiarize yourself with the specific requirements and expectations outlined in the job description.
Tailor Your Resume: Highlight your relevant experience in estate planning, trust administration, and working with high-net worth individuals. Use specific examples that demonstrate your expertise in these areas.
Craft a Compelling Cover Letter: In your cover letter, express your passion for trust and estate law. Discuss how your background aligns with the needs of the financial services client and mention any relevant laws or regulations you are familiar with.
Showcase Your Communication Skills: Since the role involves advising clients and collaborating with internal teams, emphasize your strong communication skills. Provide examples of how you've effectively communicated complex legal concepts to clients or colleagues.
How to prepare for a job interview at TN United Kingdom
✨Understand Trusts and Estates
Make sure you have a solid grasp of trusts and estates law, especially the differences between irrevocable and revocable trusts. Be prepared to discuss specific cases or scenarios where you've applied this knowledge.
✨Showcase Your Client Interaction Skills
Since you'll be working directly with high-net-worth individuals, highlight your experience in client-facing roles. Share examples of how you've successfully advised clients on complex matters and built strong relationships.
✨Stay Updated on Relevant Laws
Demonstrate your commitment to staying informed about changes in laws and regulations related to trusts and estates. Mention any recent developments you've followed and how they could impact your work.
✨Collaborative Mindset
Emphasize your ability to work closely with various internal teams, such as Tax and Compliance. Provide examples of past collaborations that led to successful outcomes, showcasing your teamwork skills.
