Trust and Estates/Attorney/In House/Wilmington, Delaware
Location: Wilmington, Delaware
Description: GCC Consulting is at the momment seeking for Trust and Estates/Attorney/In House/Wilmington, Delaware right now, this career will be presented in Delaware. More complete informations about this career opportunity please give attention to these descriptions. Trust Officer The candidate will work with assigned Client Advisor teams to support proper administrati! on of a book of assigned trusts. Will prepare documents relating to the transfer of trusts to BTDel (e.g. Acceptances of Appointment, Direction Letters). Coach members of the Client Advisory teams in the proper account structure, funding, fees, and coding related to new accounts at the point of account opening. Review governing instruments (e.g. trust agreements and wills) and prepare trust analyses as part of the Initial Trust Review process. Follow up on critical identified action items that remain outstanding to ensure proper trust administration. Review transaction documents and participate with Legacy Planners, Client Advisory teams and clients' outside counsel to adjust content / structure as needed to properly implement various funding, lending and other complex transactions. Draft related direction letters. Work with assigned Client Advisory teams to support all steps in the termination process including the preparation of informal settlement documents. Serve as in-! house resource for trust administration questions (solving ove! rdrafts, guidance on actions that may / may not be permissible under the trust s terms, identification of solutions and work-arounds for various problems as they arise, identifying and applying appropriate state and/or federal law to given situations generally coaching and supporting Client Advisory teams to ensure correct trust administration. Develop and present training modules and materials as assigned. Oversee the preparation of Discretionary Distribution and Special Investment Requests for Officers' Committee consideration as part of the ongoing trust administration. Review workflows for cash distributions for consideration of any threatened GST taxation and develop appropriate solutions where needed or determine what exception(s) might apply. Review cash management workflows as needed. Perform additional special projects, as needed.
The candidate should have J.D. degree preferably with at least one license to practice law. Must have 5-10 years of experience ! in personal trust administration. Strong knowledge of income tax, estate tax, gift tax and GST tax required. Strong knowledge of trust law (knowledge of DE trust law preferred) needed.
- .
If you were eligible to this career, please deliver us your resume, with salary requirements and a resume to GCC Consulting.
Interested on this career, just click on the Apply button, you will be redirected to the official website
This career starts available on: Sat, 24 Aug 2013 10:26:16 GMT
Apply Trust and Estates/Attorney/In House/Wilmington, Delaware Here