Counsel

Lutherville, MD - USA

Monthly Salary: $ 150000 - 175000

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

COUNSEL

Who We Are:
First Maryland Disability Trust Inc. (FMDT) is a non-profit organization serving individuals with disabilities of all ages throughout Maryland. FMDT offers cost-effective Trustee and trust management services with a personal touch designed to enhance the quality of life of our beneficiaries while protecting their eligibility for public benefits.

Counsel:
FMDT is looking for Counsel to join the leadership team of FMDT. We are looking for a candidate with a strong dedication to serving the disability community in Maryland. Reporting to the Chief Executive Officer the Counsel assists the CEO with the day-to-day management of the services offered by FMDT to further our mission. If you are experienced in trust and estate planning and administration with additional experience in guardianships we invite you to apply to help us make a positive impact on the lives of our clients and their families! This is a great opportunity for an experienced hands-on attorney looking to make a difference and enjoy a work-life balance. Our ideal candidate thrives in working in a fast-paced organized and collaborative environment.This is a hands-on roll-your-sleeves-up legal position. Sound interesting Please keep reading!

Key Priorities and Responsibilities:

Provide accurate relevant and timely advice to the CEO and FMDT staff on legal matters including but not limited to review and interpretation of program-related documents to ensure compliance with documentation laws regulations etc.
Draft review and negotiate various documents and agreements.
Manage and mitigate legal risks by contributing to the design and implementation of FMDT policies procedures resources and training materials for FMDT staff.
Assist the trust administration team and other staff members with transfer of assets into trust and other fiduciary accounts; review and approval of disbursements; review and approval of all required reporting documents; and other related matters as needed.
Manage litigation including collaboration with outside counsel as approved by the CEO.
Conduct initial and follow-up consultations with prospective clients attorneys and any other persons involved in each prospective trust account or other program.
Sustain FMDTs business by building retaining and growing trusted relationships with clients attorneys and other people involved with each program via ongoing communication; maintaining a thorough understanding of client needs interests concerns goals options; etc.
Collaborate with the trust administration team staff accountant and outside accountants (as determined by CEO) for each pooled or non-pooled trust and all other services regarding grantor letters and any/all tax returns needed.
Supervise and train FMDTs paralegal(s)/legal assistant(s) and other legal support staffin accordance with the Maryland Attorneys Rules of Professional Conduct.
Provide training for other staff members as needed regarding documents and management for trusts and other services.
Assist CEO with the performance evaluation for FMDT staff as requested by the CEO.
Seek advice and assistance from outside counsel as approved by the CEO.
Prepare presentations and other materials for the Board as directed by the CEO.
Prepare and deliver educational presentations to various groups as directed by the CEO.
Adhere to the Maryland Attorneys Rules of Professional Conduct and take all necessary action to ensure continued good standing with the Court of Appeals of Maryland and eligibility under FMDTs legal/professional liability and errors and omissions insurance policies.
Maintain updated knowledge and continued learning in areas such as legislative changes; and legal specialties including care planning for individuals with disabilities estate planning and management guardianships probate trust administration of all types (revocable trusts; special needs trusts; pooled and non-pooled; etc.) wealth management and preservation conflict of interest and ethics asset protection and other topics related to all FMDT services.

What Were Looking For:

Juris Doctorate from a law school accredited by the American Bar Association
Licensed to practice law in Maryland and in good standing with the Supreme Court of Maryland.
10years ofexperience as an attorney focusing on estate and trust planning and administration.
Experience working with guardianships.
Proficiency in MS Office applications (Word Excel PowerPoint and Outlook) and trust administration software/technology tools.
Experience working with special needs planning elder law or disability-related matters is strongly preferred.
Eligible to qualify for coverage under FMDTs legal/professional liability and errors and omissions insurance policies.
Proficiency in MS Office applications (Word Excel PowerPoint and Outlook).
Able to perform in a fast-paced team-oriented environment.
Strong organizational skills and the ability to prioritize.
Experience in a nonprofit or mission-driven organization is a plus.
Knowledge of public benefit programs such as SSA SSI SSDI Medicare Medicaid and waiver programs in the context of their support for trust beneficiaries (preferred).

This Position Offers:

Annual starting salary range of $150000 to $175000 commensuratewith experience
Competitive benefits: health insurance; health savings account; retirement plan; long-term disability; short-term disability
Generous Leave and holidays
Great career growth opportunities including continuing education conferences and networking events
The opportunity to work with our mission-driven and collaborative team!

More About FMDT:
It is the mission of the First Maryland Disability Trust Inc. to enhance the quality of life autonomy and dignity of Marylanders with disabilities by offering cost effective trust services to protect manage and use trust assets for our beneficiaries while preserving their eligibility for pubic and private benefits. For additional information about First Maryland Disability Trust Inc. please check out our website:First Maryland Disability Trust.

TO APPLY: Please click Apply to submit a sincere Letter of Interest (this is important and required) and your resume (in Word format).

The First Maryland Disability Trust Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex pregnancy (including childbirth lactation and related medical conditions) physical and mental disability marital status sexual orientation gender identity gender expression genetic information (including characteristics and testing) national origin ancestry military and veteran status and any other characteristic protected by applicable law.

COUNSELWho We Are:First Maryland Disability Trust Inc. (FMDT) is a non-profit organization serving individuals with disabilities of all ages throughout Maryland. FMDT offers cost-effective Trustee and trust management services with a personal touch designed to enhance the quality of life of our bene...

COUNSEL

Provide accurate relevant and timely advice to the CEO and FMDT staff on legal matters including but not limited to review and interpretation of program-related documents to ensure compliance with documentation laws regulations etc.
Draft review and negotiate various documents and agreements.
Manage and mitigate legal risks by contributing to the design and implementation of FMDT policies procedures resources and training materials for FMDT staff.
Assist the trust administration team and other staff members with transfer of assets into trust and other fiduciary accounts; review and approval of disbursements; review and approval of all required reporting documents; and other related matters as needed.
Manage litigation including collaboration with outside counsel as approved by the CEO.
Conduct initial and follow-up consultations with prospective clients attorneys and any other persons involved in each prospective trust account or other program.
Sustain FMDTs business by building retaining and growing trusted relationships with clients attorneys and other people involved with each program via ongoing communication; maintaining a thorough understanding of client needs interests concerns goals options; etc.
Collaborate with the trust administration team staff accountant and outside accountants (as determined by CEO) for each pooled or non-pooled trust and all other services regarding grantor letters and any/all tax returns needed.
Supervise and train FMDTs paralegal(s)/legal assistant(s) and other legal support staffin accordance with the Maryland Attorneys Rules of Professional Conduct.
Provide training for other staff members as needed regarding documents and management for trusts and other services.
Assist CEO with the performance evaluation for FMDT staff as requested by the CEO.
Seek advice and assistance from outside counsel as approved by the CEO.
Prepare presentations and other materials for the Board as directed by the CEO.
Prepare and deliver educational presentations to various groups as directed by the CEO.
Adhere to the Maryland Attorneys Rules of Professional Conduct and take all necessary action to ensure continued good standing with the Court of Appeals of Maryland and eligibility under FMDTs legal/professional liability and errors and omissions insurance policies.
Maintain updated knowledge and continued learning in areas such as legislative changes; and legal specialties including care planning for individuals with disabilities estate planning and management guardianships probate trust administration of all types (revocable trusts; special needs trusts; pooled and non-pooled; etc.) wealth management and preservation conflict of interest and ethics asset protection and other topics related to all FMDT services.

What Were Looking For:

Juris Doctorate from a law school accredited by the American Bar Association
Licensed to practice law in Maryland and in good standing with the Supreme Court of Maryland.
10years ofexperience as an attorney focusing on estate and trust planning and administration.
Experience working with guardianships.
Proficiency in MS Office applications (Word Excel PowerPoint and Outlook) and trust administration software/technology tools.
Experience working with special needs planning elder law or disability-related matters is strongly preferred.
Eligible to qualify for coverage under FMDTs legal/professional liability and errors and omissions insurance policies.
Proficiency in MS Office applications (Word Excel PowerPoint and Outlook).
Able to perform in a fast-paced team-oriented environment.
Strong organizational skills and the ability to prioritize.
Experience in a nonprofit or mission-driven organization is a plus.
Knowledge of public benefit programs such as SSA SSI SSDI Medicare Medicaid and waiver programs in the context of their support for trust beneficiaries (preferred).

This Position Offers:

Annual starting salary range of $150000 to $175000 commensuratewith experience
Competitive benefits: health insurance; health savings account; retirement plan; long-term disability; short-term disability
Generous Leave and holidays
Great career growth opportunities including continuing education conferences and networking events
The opportunity to work with our mission-driven and collaborative team!

TO APPLY: Please click Apply to submit a sincere Letter of Interest (this is important and required) and your resume (in Word format).