Estate and Trust Counsel
Estate and Trust Counsel- Home Office position
Location- Downtown Chicago
Reports To: Vice President-Legal & General Counsel
Who We Are:
The Alzheimer’s Association is the leading voluntary health organization in Alzheimer’s care, support and research. Our mission is to lead the way to end Alzheimer's and all other dementia - by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support.
At the Alzheimer’s Association, our employees are at the core of all we do. Our network of more than 1,700 employees across the United States makes a difference each and every day for those impacted by Alzheimer’s and those at risk for the disease.
We warmly invite qualified applicants to consider this opportunity to make a life changing impact on the millions living with Alzheimer’s, their caregivers and those that may be diagnosed with the disease in the future. Read on to learn more about the role, then visit our website www.alz.org/jobs to find out more about who we are and why we've been recognized as a Best Place to Work the last eleven years in a row.
The Estate and Trust Counsel will handle, supervise and manage all Legal and Estate and Trust Administration functions plus general non-profit law matters.
This position is located at the Association’s Home Office in downtown Chicago and reports to the Vice President-Legal & General Counsel.
Essential functions and responsibilities include, but are not limited to:
- Handle, manage and oversee all legal aspects of estate/trust administration gifts and files.
- Review trusts, wills, correspondence, pleadings, trust statements and accountings for all trusts and estates and recommend follow up actions.
- Prepare accurate, timely summaries of estate administration matters to be used by finance for financial statements. Recommend and prepare pledge documentation.
- Identify estates and trusts with potential litigation issues, work with outside counsel when necessary, set litigation budgets, manage litigation and review legal invoices for compliance with outside counsel guidelines.
- Develop a system to expedite trusts/estates. Work with attorneys, CPAs, executors, trustees and other professionals to facilitate and expedite probate and trust administration proceedings and gift distribution.
- Build and maintain amicable relationships and communicate with colleagues and chapters.
- Supervise specialist/paralegal support.
- Develop processes and follow-up procedures to facilitate requests for documents and information from attorneys, trustees, and estate personal representatives.
- Summarize probate and trust administration proceedings for senior staff and advise senior staff regarding avenues to pursue and potential outcomes.
- Assist General Counsel with contract review, general corporate projects and drafting for general Association matters, as needed.
- Keep current on laws that impact the estate administration process.
- Other projects and duties as assigned.
- Juris Doctorate and active Illinois bar admission
- 3-5 years of progressive experience in estate administration and probate court or other litigation
Knowledge, Skills and Abilities
- Non-profit organization experience and familiarity with nonprofit laws
- Experience with computer based donor or client tracking software, donor database software a plus
- Knowledge of estate and income tax codes, probate and trust administration law
- Excellent verbal and written communication skills
- Communicate effectively with attorneys, tax professionals, and department staff
- Ability to perform research and use Lexis/Nexis
- Ability to read, write and perform mathematical calculations
- Ability to memorize, creatively problem solve, manage multiple priorities and meet deadlines
- Anticipated travel: 0 - 10%
Employees working 24 hours/week or more are eligible for a comprehensive benefits package, including medical, dental, vision, flex accounts, short and long-term disability, life insurance, long term care insurance, tuition reimbursement, generous Paid Time Off, 12 annual holidays and Paid Family Leave, as well as an annual Cultural & Heritage Day and Volunteer Day of their choosing. They are also eligible for our gold standard 401(k) retirement plan.
Full time employees (37.5 hours/week), will enjoy all of the above plus an annual School Visitation Day and an Elder Care Facility Day of their choosing.
The Alzheimer’s Association is committed to diversity, equity and inclusion in the workplace and provides consideration for an employment relationship without regard to race, color, religion, sex, sexual orientation, gender expression, gender identity, genetic predisposition, national origin, ethnicity, disability, veteran status, or any other characteristic protected by federal, state or local law.