Trust Attorney

Job Title: Trust Attorney

Location: Achieva Main Office (Pittsburgh PA)
Employment Type: FullTime Hybrid (up to 2 remote work days per week)
Pay Rate & Type: $85000/yr (Salary/Exempt)

Now Offering a $2000 new hire bonus!

Are you an attorney looking to make a difference in the lives of people with disabilities If so please consider applying for this opportunity to work for a dynamic and growing nonprofit organization serving as corporate trustee for special needs trusts. We serve people with all types of disabilities and help to secure their financial futures while protecting their vital government benefits.

About Achieva

At Achieva we envision a community where all people with disabilities lead lives of personal significance. We are an organization of professionals and community partners that help people reach their individualized goals. For over 70 years Achieva has been committed to the support and inclusion of those with disabilities.

Job Summary

Provides legal support for the Achieva Family Trust Team. Performs legal research and drafts legal documents concerning trust matters for trust beneficiaries. Reviews all legal documents including trusts and accountings. Corresponds with attorneys beneficiaries and family members regarding trust matters. Assists with trust administration and the fiduciary tax process for Achieva Family Trust. Reports to the Vice President.

Key Responsibilities

• Supports the achievements of individuals personal outcomes serving as general legal counsel for the Achieva Family Trust.
• Provides education and training on trust and other legal issues for both internal and external audiences.
• Performs legal research in regards to trustrelated legal issues and related activities. Reports the results to the Vice President or the President of Achieva Family Trust and performs any requested follow up or further research.
• Reviews all Joinder Agreements and drafts of trust documents. Corresponds with drafting attorney after review with regards to any questions or revisions.
• Reviews accountings in regards to estates trust terminations and trust transfers. Corresponds with drafting attorney after review with regards to any questions or revisions.
• Interacts with attorneys beneficiaries and family members in regards to potential or existing trust accounts.
• Presents legal issues and/or documents to the Achieva Family Trust Board for approval as requested.
• Assists in the coordination and development of Special Projects as requested.
• Coordinates the opening of accounts for Payback and Third Party Trusts which includes reviewing legal documents including trust agreements obtaining a tax identification number for each trust working with the attorney settlor and/or beneficiary to obtain necessary information to open and fund the account.
• Obtains relevant documentation such as trust instruments and tax information and updates computer documents and systems.
• Works with the trust tax preparation service to facilitate the preparation and filing of Fiduciary Tax Returns including obtaining necessary 1099 forms from prior fiduciaries and other paying agents and tax information from investment managers. Ensures the dissemination of mandatory tax forms to beneficiaries. Coordinates with trust tax service regarding the timely filing of tax returns for individual trusts and the pooled trust.
• Ensures the payment of all trust taxes due with returns and estimated tax payments when necessary. Works with trust tax service to resolve any tax issues which may arise.
• Provides guidance and supervision for any Legal Assistants/Paralegals as well as any law students/legal interns assigned to the Achieva Family Trust.
• Assists with the Education and Outreach efforts of the Achieva Family Trust.
• Performs other related duties as assigned. 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.

Qualifications

• Law degree from an accredited U.S. Law School.
• Must be admitted to the PA or another state BAR or able to obtain admission to the PA BAR within 1 year of hire.
• Must have experience with regards to trusts and estates and be proficient in legal research.
• Excellent computer and oral presentation skills.
• Proficient organizational skills with the ability to work independently as well as with others.
• Act 33/34 clearances required upon employment.
• Valid drivers license and properly insured vehicle for daily use.

Why Join Achieva

• Meaningful Work: Contribute to a missiondriven organization that makes a real difference in the lives of people with disabilities and their families.
• Inclusive Culture: Be a part of a team that values diversity collaboration and personal growth.
• Comprehensive Benefits:
  • Health Coverage: Medical dental and vision plans with minimal employee monthly contributions and low deductibles.
  • Insurance Benefits: Achieva fully covers term life insurance accidental death insurance and longterm disability.
  • Retirement Savings: Achieva contributes to your 403(b) retirement plan after one year of service regardless of employee contributions.
  • Employee Assistance Program: Access to support services for personal and professional challenges.
  • Generous Time Off: Paid time off to help you recharge and maintain worklife balance.

Achieva is an affirmative action and equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race color religion sex disability age sexual orientation gender identity or expression national origin veteran status or genetic information. Achieva is committed to providing access equal opportunity and reasonable accommodation for people with disabilities in employment its services programs and activities. To request a reasonable accommodation contact our Human Resources Department atext.650 or email .