Trust Counsel

Kennison & Associates; Boston (MA); Hybrid; USD 200,000 - 240,000; Full time

Benefits offered by this job

Hybrid work model

Fully comprehensive benefits package

Job summary

Kennison & Associates, a renowned wealth management firm, seeks a seasoned Trusts & Estates Attorney to serve as a trusted legal resource to a sophisticated fiduciary team and high-net-worth clients.

The role advises on fiduciary law, trust administration, estate and tax planning, and complex trust matters, partnering with clients, their advisors, and outside counsel. Hybrid work options in Boston, MA or Manchester, NH.

Qualifications

• 10+ years of combined trusts and estates and/or in-house fiduciary counsel experience.
• Three years working with high- or ultra-high-net-worth clients.
• Deep knowledge of trust and estate planning, administration, complex tax planning, and trusteeship structures.
• Strong judgment, communication skills, and business development experience.
• Active membership in a U.S. State Bar and a JD are required.

Responsibilities

• Advise on fiduciary law, trust administration, and estate and tax planning.
• Handle estate administration and complex trust matters with client and counsel collaboration.
• Partner with clients, their advisors, and outside counsel, and contribute to business development, thought leadership, and internal training.

Skills

Fiduciary law

Estate planning

Tax planning

Client communication

Business development

High-net-worth clients

Education

Juris Doctor (JD)

Job description

An exceptional opportunity is available with a renowned wealth management firm for a seasoned Trusts & Estates Attorney to serve as a trusted legal resource to a sophisticated fiduciary team and high-net-worth clients.

This highly visible role will advise on fiduciary law, trust administration, estate and tax planning, estate administration, and complex trust matters while partnering closely with clients, their advisors, and outside counsel. The position will also contribute to new business development, thought leadership, and internal training.

The ideal candidate will have 10+ years of combined trusts and estates and/or in-house fiduciary counsel experience, including at least three years working with high- or ultra-high-net-worth clients. Deep knowledge of trust and estate planning, administration, complex tax planning, and directed or delegated trusteeship structures is essential. Strong judgment, communication skills, business development experience, and the ability to work collaboratively with sophisticated clients and advisors are highly valued. Active membership in a U.S. State Bar and a JD are required.

This is a hybrid role that can be based out of the Boston, MA or Manchester, NH office. The salary range is $200K-$240K and includes a fully comprehensive benefits package.

Job Code: 18907

*Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!