Estate and Trust 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 eliminate Alzheimer’s disease through the advancement of research, to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health.
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 Job Functions:
- 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
- 6-9 years of progressive experience in estate administration and probate court or other litigation
- 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 Westlaw
- Ability to read, write and perform mathematical calculations
- Ability to memorize, creatively problem solve, manage multiple priorities and meet deadlines
- Anticipated travel: 0 - 10%
Job Reference #: 2941