Counsel

Family Office Counsel

Responsibilities:

Serve as MFO's primary legal and tax resource for the Family Office team.

Review, summarize, and maintain trust agreements and wills.

Diagram estate plans and various estate planning strategies.

Participate in the wealth design process with internal and external teams.

Collaborate with outside attorneys to implement estate strategies and plans.

Manage entity operations for clients, including calculating and facilitating quarterly distributions, annuity payments, CLAT gifts, family limited partnership distributions, etc.

Ensure distributions are made in a tax-efficient manner from both gift tax and income tax perspectives.

Coordinate with external centers of influence in estate and tax planning to perform technical research and stay updated on recent developments.

Work closely with the Family Office Tax Accountant and other members of the Technical Team to support income tax planning and compliance matters.

Perform tax projections and tax planning analysis.

Provide technical oversight and training to the team in financial planning, estate planning, and tax planning.

Manage multiple projects simultaneously on behalf of the team and our clients.