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Trust Counsel
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Full-time
- Research and advise Wealth Leadership on various legal issues related to trusts, estates guardianships, investments, retirement accounts, corporate trust, operations, and compliance.
- Collaborate closely with attorneys and Trust Officers on judicial proceedings or non-judicial documents to address trust administration matters.
- Work closely with the Chief Fiduciary Officer and Compliance to review and draft policies and procedures.
- Such other duties may be assigned by the Chief Fiduciary Officer.
- Technical Knowledge of Trust and Probate Codes in States within Wealth Management’s footprint, including Indiana, Illinois, Kentucky, Michigan, Minnesota, Tennessee, and Wisconsin.
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