Trust and Estates/Attorney/In House/Wilmington, Delaware
Location: Wilmington, Delaware
Description: GCC Consulting is in need of Trust and Estates/Attorney/In House/Wilmington, Delaware right now, this position will be situated in Delaware. For detail informations about this position opportunity please give attention to these descriptions. Trust Officer The candidate will have following responsibilities: Work with assigned Client Advisor teams to support pr! oper administration of a book of assigned trusts ; 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 (! Receipts and Releases); Serve as in-house resource for trust a! dministration questions (solving overdrafts, 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. (and one license to practice law is preferred). Should have 5! -10 years of experience in personal trust administration. Must have strong knowledge of income tax, estate tax, gift tax and GST tax. Strong knowledge of trust law (knowledge of DE trust law preferred) is needed. Must have excellent analytical skills and attention to detail. Must have following skills: Good interpersonal skills and the ability to deal effectively with a wide variety of people; Strong computer skills; proficiency with Microsoft Word and Excel; familiarity with PowerPoint; comfortable learning new software packages (banking-related); Strong organizational skills (able to handle multiple priorities); Excellent communication skills (oral and written).
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If you were eligible to this position, please email us your resume, with salary requirements and a resume to GCC Consulting.
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This position starts available on: Fri, 06 Sep 2013 11:00:13 GMT
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