Director Legal Services And Estate Administration

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Director, Legal Services and Estate Administration
The candidate will be responsible for a variety of duties and tasks relative to contracts, legal correspondence, corporate records and compliance, human resources, and trust administration working directly with general counsel. Provides compliance support to a number of assigned areas by performing critical analysis and reviewing relevance of legal issues (cases, statutes, and regulations); based on this review, makes strategic recommendations on actions and processes to ensure compliance. Responsible for a variety of duties and tasks relative to contracts, legal correspondence, corporate records and compliance, human resources, and trust administration working directly with general counsel. Provides compliance support to a number of assigned areas by performing critical analysis and reviewing relevance of legal issues (cases, statutes, and regulations); based on this review, makes strategic recommendations on actions and processes to ensure compliance. Assists general counsel in a variety of areas: 1) human resources (hiring and termination processes, record keeping, payroll process, and employee relations); 2) contract administration (reviewing, drafting, editing and routing through the closing processing); 3) risk management (maintain relationship with third-party administrators/consultants, completes annual review and renewal of policies, submits claims, pays premiums); 4) departmental office administration (general legal correspondence, completes research and prepares reports and responses, and maintains department records and files). Provides administration for planned gifts, including 1) drafting and reviewing documents; 2) preparing gift illustrations for donors and development officers; 3) working with trust administrator to set up, maintain and close life income gifts; 4) working in coordination with Advancement planned giving team; 5) communicating with donors (ABRs, quarterly reports, address changes, etc.), external trustees, personal representatives, attorneys related to internal/external trusts and estate gifts; 6) filing of trust registrations with probate court. Manage process for realization of bequests designated to the Foundation and the University: 1) primary contact for fiduciaries and third-party payees, e.g. Fidelity, TIAA, with respect to monies designated to the Foundation /University by deceased donors; 2) review all governing documents and raise issues/concerns when appropriate; 3) prepare documentation required to collect assets from applicable fiduciaries and transfer assets to the appropriate Foundation funds in accordance with donor intent; 4) review fiduciary inventories and accountings and raise issues/concerns when appropriate; 5) track realization of bequests in donor database; and 6) monitor and assist with probate litigation activities as needed. Board administration (drafting and processing of board and committee minutes to completion). Monitors statutes and regulations, and files any corresponding state reports to ensure compliance related to employment, charitable solicitation, trust and annuity administration, and corporate activities. Coordinates activities with gift administration, gift planning, and accounting department as necessary. Should have a Bachelor's degree. Paralegal certification or equivalent experience is preferred. Must have 5 years of experience (10 or more years is preferred), as a paralegal and/or in combination with legal administration. Experience with trusts and estates required. Experience with nonprofit organizations preferred.

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