Director, Legal Counsel (pl) - Senior Corporate Trust Counsel Counsel Jobs in Nevada - 168803 | Submit Resume | General Counsel Consulting
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Director, Legal Counsel (pl) - Senior Corporate Trust Counsel
Refer job# LADD168803
 
Director, Legal Counsel (PL) - Senior Corporate Trust Counsel Duties: Providing trust and estate expertise on trust, estate, tax and fiduciary issues affecting new and existing positive relationships. Providing day-to-day guidance to trust officers and administrators on acceptance and ongoing administration of trust relationships. Reviewing trust documents and preparing appointment, acceptance and resignation paperwork for positive relationships. Working with Trust Administration to provide legal interpretations of trust documents and respond to questions from. Trust grantors or beneficiaries. Attending presentations to prospective clients. Assisting with handling litigation and threatened litigation or complaints, including leading outside counsel. Partnering with Schwab's broader legal, compliance, risk and audit groups. Conducting research and participating in industry association meetings to keep tabs on relevant legal and regulatory developments.

Qualifications: JD degree from an accredited law school. Admitted to the Bar in at least one U.S. jurisdiction. Should have 5+ years of professional experience as a practicing attorney in a law firm specializing in estate and trust matters or in-house experience with a bank, trust company, or wealth management firm supporting a personal trust or wealth management business. Preferred Qualifications: Experience or general familiarity with the business operations of a broker/dealer is a plus. Detailed knowledge of Estate Planning and Trust Administration including a high level of knowledge of all Federal and State tax implications as necessary to support a multistate trust business; Drafting and document review skills for Trusts and related Estate Planning documentation. Solid research skills and the ability to formulate solid legal advice and strategies related to the establishment and administration of trust relationships under the law of any state as necessary to support a multistate trust business. Strong organizational and communications skills. Familiarity with Delaware Trust law relating to the establishment. Knowledge of State and Federal bank regulatory requirements applicable to corporate trustees and the operation of a personal trust business is a plus. The ability to recognize and mitigate legal risks related to the onboarding and administration of trust relationships administered by the Charles Schwab Trust Company; and administration of directed positive relationships is a plus.
 
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