Trust Counsel
If you're the attorney people call when trust documents get complicated, tax laws change, or families need thoughtful guidance through life's biggest wealth planning decisions, we should talk. We are seeking an experienced Trust Counsel to serve as the legal and technical expert supporting HNW and UHNW individuals, families, family offices, and their trusted advisors.
In this highly visible role, you'll partner with relationship managers, fiduciary professionals, and outside counsel to provide sophisticated estate planning, wealth transfer strategies, trust administration guidance, and advanced tax planning while helping drive new business and strengthen existing client relationships. You'll also serve as a trusted resource on complex fiduciary matters including decantings, discretionary distributions, trust terminations, accountings, and evolving estate and gift tax legislation.
The ideal candidate brings a JD or LLM, active bar admission, at least 10 years of trust and estate planning experience, and a reputation for technical excellence, sound judgment, and exceptional client service. Experience with New York and New Jersey trust law, cross-border planning, and an established network of professional advisors will position you for success. We offer the opportunity to work alongside some of the industry's brightest professionals in a collaborative, client-first culture where your expertise will be valued, not buried in endless committee meetings (we promise). This position offers a competitive base salary of $250,000–$275,000, annual bonus potential, outstanding benefits, generous retirement contributions, and significant opportunities for professional growth. If you're looking for a seat at the table where sophisticated planning meets meaningful client relationships, we'd love to start the conversation.
To learn more about our organization please visit us at www.westportone.com
To apply for this position, submit your resume by choosing one of the following:
- ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)
- Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/TCNYNY in the subject line.