Bessemer Trust · 2 months ago
Estate Planner/Fiduciary Counsel
New York, NY, 10020, United States
Full-time
Hybrid
Senior Level
$180K/yr - $210K/yr
5+ years expBessemer Trust is a family office overseeing more than $200 billion in assets for over 3,100 individuals and families of substantial wealth. The Estate Planner/Fiduciary Counsel will review estate planning and trust documents, provide legal expertise, and support business development efforts while ensuring compliance with fiduciary standards.
Financial ServicesWealth Management
Responsibilities
Review clients’ estate planning and trust documents and advise Client Advisors and clients’ lawyers and other outside advisors on content and technical matters, suggesting changes if appropriate
Identify potential trust and estate and related tax issues for clients and Client Advisors and serve as a resource for clients and clients’ attorneys and other advisors
Prepare memos or letters for clients with recommendations to accompany estate plan overviews, incorporating (where appropriate) flow charts, projections and other summaries
Serve as technical resource for estate planning and transfer tax issues and ideas
Answer questions on an ad hoc basis regarding clients’ trust and estate planning
Review estate planning documents and consider their application to assets proposed to be held in a fiduciary capacity to determine whether Bessemer can and should accept appointment as fiduciary
Provide legal expertise as in-house counsel to resolve fiduciary issues
Advise Client Advisors and other colleagues on internal fiduciary procedures
Serve on SIDD (Special Investment and Discretionary Distribution) and other committees of the trust companies, communicate with colleagues and advise on the handling of specific client situations
Supervise outside counsel on fiduciary matters (including litigation) involving a Bessemer entity
Deliver presentations at training sessions and offsite meetings to contribute to the education of other Bessemer personnel
Work with Wealth Advisors and Client Advisors, as appropriate, in prospective client meetings and other contacts
Develop intermediary contacts for business development (particularly in region covered)
Participate in Bar Association and other professional organization activities to enhance professional knowledge, make contact with potential referral sources and demonstrate Bessemer’s technical competence
Participate in Bessemer-sponsored and external speaking activities to support and raise Bessemer’s profile as a high quality service provider
Develop appropriate promotional activities and materials
Write articles for professional journals
In addition to fulfilling professional continuing education requirements, the Estate Planner is expected to stay up to date on legal and estate planning trends by attending seminars and conferences, by conducting research and by reviewing relevant legal, tax, financial planning, and trust and estate publications
Work with philanthropic advisory group and tax department on private foundations, split interest trusts and other charitable planning
Serve as a resource for state laws specific to region
Travel to client and prospect meetings and annual department retreats
Qualification
Required
5+ years of relevant estate planning law practice or wealth management/trust company
Experience drafting or administering documents for clients
J.D. and active registration with a State Bar Association
Preferred
L.L.M. in taxation
Benefits
Competitive base salary plus discretionary annual bonus for select positions
A 401(k) plan with a generous annual profit-sharing contribution
Personalized development and career opportunities, including tuition reimbursement support
Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
Employee assistance (EAP) and wellness programs
Hybrid work environment: 60% in office, 40% remote for most positions
Paid time off and paid parental leave
Employer-paid life insurance and short- and long-term disability coverage
Legal services and financial wellness plans at no cost to employees
Company
Bessemer Trust
Bessemer Trust is an investment management, wealth planning, and client service.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Kira Rosoff
Senior Vice President, Senior Wealth Advisor
R
Ryan Bottin
Vice President, Client Advisor
Recent News
2025-07-29
Research and Markets
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2025-06-04
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