Fiduciary Counsel - Trusts & Estates

Our client, a large, independent Registered Investment Adviser (RIA) serving ultra‑high‑net‑worth individuals, families, and family offices, is seeking an experienced Fiduciary Counsel to join its New York–based planning team. This position is hybrid, with 2 days per week onsite in midtown Manhattan. Salary for this position is 150-200k, depending on experience. This role sits within a sophisticated multi‑disciplinary advisory platform and focuses on providing high‑level legal and fiduciary guidance across complex trust, estate, tax, and wealth transfer matters. The Fiduciary Counsel serves as a primary, client-facing advisor, bringing strong technical expertise in estate planning and trust administration, and collaborating closely with clients, investment professionals, tax advisors, and external counsel. This role offers significant autonomy and intellectual ownership over complex fiduciary and estate planning decisions, with direct client interaction and responsibility for advising ultra‑high‑net‑worth individuals and families, rather than transactional document production. Key Responsibilities Serve as fiduciary counsel to ultra‑high‑net‑worth individuals, families, and family offices, acting as a trusted, client-facing advisor across complex trust, estate, tax, and wealth transfer planning matters. Provide legal guidance on the design, structuring, and interpretation of sophisticated estate planning vehicles, including irrevocable and dynasty trusts, family entities, private trust companies, multi‑generational insurance planning, and business succession structures. Advise on fiduciary duties, trust administration, discretionary distributions, decantings, modifications, and interpretation of governing instruments, with a focus on fiduciary risk mitigation. Develop and implement advanced estate, gift, and generation‑skipping transfer tax planning strategies aligned with client legacy goals. Review, draft, analyze, and oversee the implementation of sophisticated estate planning documents, including wills, trusts, and incapacity planning instruments, ensuring legal accuracy and alignment with client intent. Oversee and coordinate with external counsel, tax advisors, and other professionals, reviewing work product and ensuring alignment with overall fiduciary strategy. Partner with internal advisory, investment, and planning teams to support and enhance fiduciary platform capabilities. Candidate Profile JD with 7+ years' experience in trusts and estates, estate planning, and fiduciary advisory work. Strong understanding of estate, gift, and GST tax planning concepts and structures. Extensive experience drafting, reviewing, and editing sophisticated estate planning documents, including wills and trusts. Familiarity with trust administration issues, fiduciary governance, and multi‑generational planning. Working knowledge of the broader financial services and wealth management industry; RIA or family office experience is highly preferred Demonstrated comfort and judgment operating in a client‑facing advisory role, including communicating complex legal concepts to sophisticated non‑legal audiences. #J-18808-Ljbffr Lexitas Legal Talent Solutions