Trust Counsel

Fiduciary Trust International is hiring a Trust Counsel to join our NY market team in Midtown. The Trust Counsel serves as an expert, both internally and externally, on matters related to estate planning, advanced tax planning, and trust and estate administration. Core Responsibilities Wealth Planning: Provide clients with a holistic review of estate and wealth transfer plans, including recommendations on options to best achieve wealth transfer goals, working in collaboration with relationship teams and outside professional advisors Liaise with internal team members and outside professional advisors to gather all relevant information, then develop and implement any changes or additions to the client plans Understand and update team and clients regarding changes to federal, state and local estate, gift and income tax laws and proactively identify impact to client plans Trust and Estate Community Involvement/Marketing and Sales: Collaborate and coordinate with market teams nationally to provide clients with breadth of firm’s offerings Assist and participate in new business meetings to articulate the value proposition of the integrated wealth management offering Actively represent the firm in the community through thought leadership and participation in industry groups such as bar associations, committees, networking groups and conferences Act as a leader and SME for specific new projects and initiatives related to new business development and client retention Provide Trust Administration Guidance: Provide guidance to trust team members on all aspects of estate and trust administration Review intake of new trust business and related documents in accordance with trust acceptance procedures Provide advice concerning trust terminations, accountings, decantings and use of nonjudicial settlement agreements Engage and manage outside counsel Review exercises of discretion, including distributions of principal and income Qualifications JD or LLM required Bar admission in relevant states required 10+ years of trust administration and wealth planning experience in a legal or professional environment. Law firm experience preferred Cross-border planning experience preferred Knowledge of state-specific Trust laws, including NY, New Jersey, and other jurisdictions, preferred Network of professional advisor relationships to leverage and collaborate with Fluency across financial planning disciplines, including cash-flow planning, insurance and risk management, income tax planning and investment planning, preferred Excellent verbal and written communication skills Excellent organizational skills with strong attention to detail MS Office skills (Outlook, Word, Excel, PowerPoint) Compensation Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—to support their well‑being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, including healthcare, insurance, disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain educational expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays), and a motivational wellbeing program. The base salary for this position is expected to range between $250,000 – $275,000, depending on level of relevant experience, plus bonus.

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#Hybrid Equal Employment Opportunity Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. #J-18808-Ljbffr Dormont Manufacturing Co