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Senior Legal Counsel
Northern Trust. Review and analyze wills and trust agreements when the bank is named to serve in a fiduciary capacity .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive knowledge in Trust and Estate Law, with strong analytical skills for reviewing legal documents and providing sound legal advice. Capable of managing complex fiduciary matters and developing effective solutions while maintaining compliance and risk management.
Highest-signal resume keywords
Trust And Estate Law ExpertiseJ.D. LicenseAnalytical SkillsDrafting And Negotiation SkillsExperience In Trust Administration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Trust Document ReviewEstate Settlement AnalysisFiduciary Risk AssessmentWills And Trusts DraftingLegal ComplianceTrust ModificationsEstate Tax KnowledgeGuardianship LawInternational Trust MattersTransfer Tax Rules
Soft Skills
Excellent Communication SkillsDecision-Making AbilityMultitaskingRelationship DevelopmentEducational Presentation Skills
Certifications & Qualifications
Licensed To Practice Law In DelawareLicensed To Practice Law In FloridaLicensed To Practice Law In IllinoisLicensed To Practice Law In Texas
Industry Keywords
Fiduciary CapacityWealth ManagementLegal RiskEstate AdministrationTrust LitigationBar MeetingsClient ConferencesTrust CounselCorporate CapacityNon-U.S. Trust Matters
About the role
Key responsibilities & impact- Review and analyze wills and trust agreements when the bank is named to serve in a fiduciary capacity
- Review and analyze postnuptial agreements, disclaimers, settlement agreements, decanting documents, consents, waivers and other legal documents
- Provide legal advice to internal partners on trust, estate and fiduciary matters
- Advise Wealth Management management and business partners on trust documents, estate settlements, trust real estate, homestead issues, litigation and complex fiduciary legal issues
- Provide legal advice on ongoing trust and estate administration matters
- Analyze proposals to modify or terminate trusts and assess legal risk
- Work with the Chief Fiduciary Officer and partners on trust modifications and terminations
- Advise committees on legal risk and compliance issues
- Oversee and monitor trust and estate litigation
- Work with internal and external litigation teams when the bank is sued in its corporate capacity
- Review resignations and removals and sign off on distribution memoranda for account terminations
- Promote the bank by attending and speaking at industry and client conferences
- Give educational presentations to Wealth Management partners
- Participate in local and state Bar meetings
- Report to Trust Counsel within the Wealth Management – Trust & Advisory practice group
Requirements
What you’ll need- Attorney with broad experience in trusts, estates, guardianships and transfer taxes
- Knowledge of trust and estate law and estate, gift and generation-skipping transfer tax rules
- Strong analytical skills for reviewing wills, trusts and fiduciary documents
- J.D. license required
- Excellent communication skills
- Very high level of trust and estate knowledge and broad experience in trusts, estates, guardianships and transfer taxes
- Ability to independently handle a wide range of trust and fiduciary matters using high-quality legal analysis and practical judgment
- Ability to identify risks and develop appropriate solutions
- Ability to make important decisions quickly and independently
- Ability to multitask and handle many matters simultaneously
- Ability to respond within short deadlines
- Ability to work closely with Legal and business partners
- Ability to develop relationships with outside counsel
- Good drafting and negotiation skills
- Knowledge and experience of non-U.S. international trust and fiduciary matters, estate tax and other relevant experience is a plus
- At least 10 years of experience in a major law firm or in-house trust and estate practice
- Licensed to practice law in Delaware, Florida, Illinois or Texas
- Must be in good standing with the applicable State Bar
- Experience drafting and administering wills and trusts is essential
- Must be authorized to work in the U.S. without current or future employment-based visa sponsorship
Benefits
Comp & perks- Retirement benefits (401k and pension)
- Health and welfare benefits (medical, dental, vision, spending accounts and disability)
- Paid time off
- Parental and caregiver leave
- Life and accident insurance
- Other voluntary and well-being benefits
- Discretionary bonus program that may include an equity component
- Flexible and collaborative work culture
- Inclusive workplace
- Reasonable accommodation and workplace adjustments for individuals with health conditions and disabilities