The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth. Whether they’re setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client’s plans to meet current needs and their future goals. To learn more about Baird Trust, .

As Assistant Trust Counsel, you will:

Serve as a key legal resource for trust company associates and firm financial advisors by providing guidance on trust and estate administration, reviewing legal issues, and participating in internal committees

Ensure compliance with trust company policies and procedures by reviewing account openings and closings as well as estate planning and legal documents

Communicate complex legal and tax matters to clients, trust company associates, and financial advisors

Support the estate settlement team in resolving matters related to the settlement of estates involving Baird Trust

Prepare internal legal documents such as Release and Indemnification Agreements,  Refunding Agreements, promissory notes, etc.

Review income, gift, and estate tax returns relevant to trust company accounts

Serve as a consultant for trust and estate planning content in marketing materials

Educate firm associates and trust company clients on current fiduciary issues and strategies

Understand tax and planning issues related to retirement assets

Analyze non-standard investment assets, such as real estate, oil & mineral interests, and family limited partnerships, from an administration perspective

What makes this opportunity great:

Collaborate closely with Trust Officers to manage the administration of trusts and assist with interpreting trust and legal documents

Offer trust administration and estate planning solutions, as well as wealth transfer strategies, in collaboration with other firm associates and departments

Team of associates passionate about achieving great results for clients and give back to the communities where we live and work

Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership

What we look for

Proficiency in interpreting and applying state and federal statutes and applicable tax rules and regulations in a multi-jurisdictional setting

Understanding of estate planning concepts, charitable giving, estate, gift, and generation skipping taxes, state inheritance taxation, and income taxation of trusts, estates, and charitable entities a plus

Familiarity with the Uniform Principal and Income Act and the Uniform Trust Code a plus

Ability to provide appropriate recommendations for resolving complex fiduciary-related issues a plus

Excellent project management skills for successfully completing long and short-term projects

Strong active listening and problem-solving skills to effectively analyze, research, and resolve inquiries in a timely manner

Solution-oriented mindset with strong organizational and time management skills to prioritize workflow and meet deadlines

Education/Previous Experience:

Four-year undergraduate degree and a Juris Doctorate (JD) degree

LLM (Taxation or Estate Planning) is a plus but not required

Three to six years of experience in trust and estate administration/planning related legal work is preferred

Licenses/Certifications:

Admitted to State Bar Association

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Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. .