Senior Trusts & Estates Counsel — Private Wealth

Brown Brothers Harriman; Philadelphia (Philadelphia County); Hybrid; USD 170,000 - 220,000; Full time

Benefits offered by this job

Base salary + annual bonus target

Job summary

Brown Brothers Harriman (BBH) is seeking an accomplished trusts and estates attorney to serve as Counsel, providing day-to-day coverage for three national trust companies and the Cayman Trust Company within Capital Partners. You will advise senior management, shape policy, and guide complex fiduciary matters with a seat at the table.

The role involves negotiating instruments, partnering with Trust Officers and external counsel, and translating developments into practical guidance for internal

Qualifications

• JD and active bar admission in good standing, with 10+ years of relevant experience.
• Deep command of trust and estate law and the practical application of trust and estate document provisions; knowledge of one or more state-specific trust and estate laws preferred.
• Practical experience in the administration of complex trusts and estates, including knowledge of investment structures.
• Fluency in the rules, regulations, and best practices governing trust, estate, and entity administration, including state and federal banking requirements.
• A track record of applying legal principles to complex fact patterns and developing creative solutions to complex business problems.
• Outstanding written and oral communication, strong drafting and project management skills, and the presence to work effectively with senior internal and external constituencies.

Responsibilities

• Advise our trust companies on business acceptance and all aspects of fiduciary administration, from review of governing instruments to advising on policies, procedures, operations and workflows.
• Review and negotiate a broad range of instruments including trust agreements, Wills, entity formation documents, release and account settlement agreements, engagement letters, intercompany agreements and vendor contracts entered into in a fiduciary capacity.
• Partner with Trust Officers, Office Heads, Wealth Planners, Relationship Managers and external counsel on complex trust and estate administration matters, and serve as subject matter expert to internal counsel covering litigation and other areas.
• Track legal and regulatory developments and translate them into practical guidance, memoranda, and multistate law reviews.
• Serve as legal advisor to Trust Company Boards, Committees, and key projects, and provide counsel during audits and regulatory examinations.
• Present at firmwide Legal Developments Meetings and Trust Officer training, and represent the firm in bar association and industry groups.

Skills

Trusts & estates law

Legal advisement

Negotiation

Communication

Policy development

Education

JD and bar admission

Job description

Brown Brothers Harriman (BBH) is seeking an accomplished trusts and estates attorney to serve as Counsel, providing day-to-day coverage for three national trust companies and the Cayman Trust Company within Capital Partners. You will advise senior management, shape policy, and guide complex fiduciary matters with a seat at the table.

The role involves negotiating instruments, partnering with Trust Officers and external counsel, and translating developments into practical guidance for internal