Trust Counsel

Overview

Job Title : Trust Counsel

Date : September 2025

Department : Johnson Trust Company

Reports To : VP Estate Planning & Senior Trust Counsel – Johnson Trust Company

FLSA Classification : Exempt

Summary / objective of position : As Estate Planning attorney, responsible for promoting and growing the use of JTC services by providing reviews of client estate plans, and identification of issues and opportunities for planning, and attracting new client relationships by presenting JTC's services to prospective clients. As Trust Counsel, responsible for providing legal counsel for the trust administration services provided by the trust company; legal analysis / advice regarding trust administration, asset acquisition, and asset protection issues.

Responsibilities

• Estate Planning
• Promote the use of JTC services by existing JIC clients and potential clients, by providing estate and charitable gift planning.
• Serve as in-house estate planning resource for staff and clients, including client education, review and summary of client estate planning documents, formulation of estate planning strategies, preparation of calculations, illustrations and presentation materials.
• With other estate planning team members, develop relationships with portfolio managers and their staff in order to help them problem solve and develop solutions to meet their clients' needs while minimizing risk to the firm.
• Trust Counsel
• Work with Senior Trust Counsel and Trust Counsel in analyzing and addressing legal risks within trust administration.
• Work with Senior Trust Counsel and Trust Counsel in providing legal counsel to trust staff regarding tax law, trust law, estate and probate administration, trust set-up, asset acquisition and asset protection.
• Serve as member of Trust Administration Committee.
• With Trust Counsel team members, provide counsel for Johnson Investment Counsel compliance staff.

Qualifications

Additional details

N / A

Yes, periodically for client meetings and networking events, mostly within Ohio.

Temperature controlled, office environment.

Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.

N / A

United States Citizen or lawful permanent resident

EEO

As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran / military status, or any other protected status as required by law.

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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