Job Description
About This Job
The main purpose of this job is to be responsible for legal and regulatory advice and guidance on trust administration including private client trust administration and institutional trust administration. Position will provide support to advisors and trust professionals on estate planning, tax and wealth management issues. Trust Counsel is expected to support the responsible growth objectives of the organization by identifying legal risks as well as practical risk-mitigating solutions.
Essential Functions
Collaborate with client teams to create innovative solutions that mitigate risk; assess and advise of risks associated with the administration of private trusts, institutional trusts, and estates
Review estate plan documents in which Commerce Trust is appointed as a trustee or executor, evaluate the ability of Commerce to administer the trust or estate, and provide a recommendation on acceptance or declination of appointme...