Barnes
Private Client Services – Trust & Estate Administration – Counsel
Indianapolis. Posted a month ago
The role
This senior-level attorney will lead trust administration, probate, and estate settlement matters. The role involves counseling individual and corporate fiduciaries, beneficiaries, high-net-worth families, and closely held business owners.
What you will do
- Manage a full docket of trust administration, probate, and estate settlement matters.
- Guide personal representatives and trustees through all phases of administration.
- Handle supervised and unsupervised estate administrations and trust-related court proceedings.
- Interpret wills, trust instruments, and related governing documents.
- Counsel fiduciaries on duties, beneficiary communications, and risk management.
- Coordinate post-mortem tax planning and compliance.
- Identify and resolve administration issues like trust modification and disputes.
- Oversee the administration of closely held business interests and complex assets.
Required qualifications
- J.D. from an accredited law school and strong academic credentials
- Substantial, senior-level experience (generally 10 or more years) in trust and estate administration, probate, and estate settlement
- Ability to independently manage a high-volume, complex administration and settlement docket
- Deep working knowledge of probate procedure, trust law, fiduciary duties, and post-death administration
- Strong command of estate, gift, generation-skipping transfer, and fiduciary income tax principles
- Experience advising individual and corporate fiduciaries, beneficiaries, and high-net-worth families
- Excellent judgment, communication, and client-service skills
- Admission to the Indiana bar, or eligibility to obtain admission promptly after hire
Nice to have
- Experience with Indiana probate and trust practice
- Estate planning drafting experience
- Exposure to fiduciary litigation, tax audits, or tax controversy matters
About the company
Barnes & Thornburg LLP is an AmLaw 100 firm with 26 offices. The firm and its Private Client Services Group have an exceptional reputation for an inclusive, collegial, and supportive atmosphere.