Paralegal – Estates and Trusts in Tampa, FL at Shriners Hospitals for Children

Date Posted: 11/1/2019

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    2900 North Rocky Point Drive
    Tampa, FL
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    11/1/2019

Job Description

Provides support and assistance to all attorneys involved in estate planning, and in monitoring SHC’s interest in estates, gifts and trusts.  Provides backup support and assistance to all attorneys who prepare and review Agreements for the Boards and other departments.

 

 

POSITION RESPONSIBILITIES

 

  1. Estates and Trusts:

Is responsible to manage, oversee, and perform all paralegal duties under the supervision of an attorney in connection with the non-litigated and settled estate and trust files wherein Shriners Hospitals for Children has an interest, including complex estates and trusts, as assigned.  Reviews files and previous attorney notes for pertinent information and checks documents to identify SHC's interest.  Initiates and completes new matter setups, organizes file contents, sends acknowledgement letters and requests for additional info as needed.  Prepares and initials for approval all receipts, releases, waivers, etc. for execution by authorized in‑house signatories and/or corporate officers.  Assists and supports attorneys on estates and trusts as requested in litigated matters.

 

Drafts and prepares documents, correspondence, various form letters, and memos as necessary, with attention to detail.  Consults with other departments regarding real estate and securities proposed to be distributed directly to SHC.  Manages files as appropriate with follow-ups, accurate status and notes, on-line database searches, interacts as appropriate with HQ Donor Relations staff, Hospital Development Directors and accounting staff, initiates contact to courts, communicates with trust officers, probate counsel, legal staff, and personal representatives and trustees regarding estate and trust administration.  Notifies responsible attorney of any legal issues.  Verifies and confirms proper check endorsement and hospital routing with matter, check‑log and Practice Manager ("PM") estimate.  Enters financial data in PM electronic file system as required.  Reviews files for closure.

 

  1. Audit and Calculations:

Internal audit of estates and trusts per SHC’s policy and procedure.  Audits trust/estate accountings for accuracy, traces assets from inventory or date of death, verifies interest pursuant to Will or Trust, reviews trust accountings for taxes or improper invasion of principal, verifies receipt of dividends (gains/losses) on securities and reviews file for closing.  Final accountings are identified and reviewed prior to the final hearing.  Prepares audit tape, reflecting all items including distribution to SHC, and enters financial data into PM for Estimate amounts.  Investigates inaccuracies and reports to attorney for follow‑up.  Reviews wire transfer confirmations and set‑up confirmations as complete and verifies against check‑log.  Supports attorneys as requested in response to financial and audit inquiries and participates on conference calls as requested.  Responds to inquiries from staff regarding issues on trust and estate files and audit guidelines.  Assigns file designation as Audit/Non‑Audit as applicable.  Estate and trust files are reviewed for amount of taxes for accuracy and apportionment, accuracy of distribution, fiduciary taxes paid in error, and fiduciary fees paid.  Operates 10‑key calculator proficiently.  PGCalc is utilized to calculate SHC‑projected interest for Charitable Remainder Trusts.  SHC attorney is advised if distributions are accurate and whether receipts may be returned.  SHC attorney is advised if fiduciary taxes were paid in error and requests amended returns for refunds.  Computation of fiduciary fees paid and other expenses, and SHC attorney is advised if they are excessive.

 

  1. Trust Analysis:

Analysis of files and preparation of detailed memo providing the Accounting Department with all information and documentation necessary to record assets received through Legal Department in the Accounting Department’s custodial files, including a complete description of the asset and the background and history of the trust or estate administration, highlighting pertinent issues, as well as contact information for attorneys and trustees involved in the gift, and updates as to assets received.  Review and technical analysis of trusts; review of status of estate files; preparation of detailed memo flowcharting trust distribution plan and summarizing the issues and the status of files for attorneys. 

 

  1. Legal Research:

Legal research utilizing numerous resources, including: Westlaw, Internet, statutes (all states), Internal Revenue Code and Regulations, Federal Tax Court cases, various resources on estate planning, probate, split interest charitable gifts, and trusts and estates.  Provide calculations using PGCalc software for proposed charitable trust gifts under varying conditions; provide analysis and calculations to support attorneys in review and consideration of proposals for trust reform or collapse; maintain a working knowledge of PGCalc software and methods of calculations for planned giving.  Provides support and assistance to attorneys in research and investigation as requested in all aspects of estate and trust matters.

 

  1. Contracts:

Provides back‑up support to attorneys and other paralegals in preparation of multiple redlined versions of agreements and documents.  Prepares letters, memoranda, and agreements for signature and distributes agreements to the Accounting Department, Development Department, and Public Relations Department.  Maintains Agreements in PM database.

 

Job Requirements

EDUCATION REQUIRED/PREFERRED

Requirements:

One or more of the following:

  1. Bachelor’s Degree and equivalent paralegal experience
  2. Associates Degree in Paralegal Studies from an ABA accredited Program
  3. Paralegal Certificate

 

EXPERIENCE REQUIRED/PREFERRED

Minimum of 4 years of legal experience in the area of Estate Planning, Trusts and Estates. 

 

KNOWLEDGE, SKILLS and COMPETENCIES REQUIRED/PREFERRED

Requirements:

Knowledge of probate and estate administration, real estate transactions, estate planning, and charitable trusts.

 

Technical Competencies:

  • MS Word - required
  • Proficiency in PGCalc or similar Planned Giving software program - preferred
  • Able to operate 10-key calculator-preferred
  • Has some accounting background - preferred
  • Able to transcribe dictation - preferred
  • Legal research -preferred

 

Leadership Competencies:

  • Works well in a team environment

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