Reporting to the Senior Counsel of Trusts & Estates, this position works with substantial independence and handles a full range of legal matters and projects, including those which hold substantial importance and impact to the University in the Trusts and Estates field. This position will perform work that is complex in nature, including advising clients on complex legal issues, performing legal research, and negotiating with attorneys or opposing counsel and other professionals. This position also reviews, analyzes, and drafts a variety of legal documents, including, but not limited to wills, trusts, fiduciary accountings, agreements, court pleadings, and settlement documents. On a regular basis, this position communicates and negotiates with opposing counsel and fiduciaries regarding legal positions and issues effecting the University’s interest in trust and estate proceedings. This position also acts as a liaison and communicates directly with outside counsel on case strategy and represents the University in contested trust and estate proceedings. Internally, this position provides functional advice, training and/or guidance to paralegals and other staff members in the trust and estate field.
- Contributes to the success of initiatives by providing practical, effective and timely legal advice and counsel on a variety of issues. Utilizes best practices and research methods, while interpreting complex facts and law in areas of high ambiguity.
- Directly negotiates trust and estate proceedings with fiduciaries, their counsel, and other parties on behalf of The Regents.
- Acts as a liaison with outside counsel and represents the University in contested trust and estate proceedings.
- Provides functional advice and guidance to paralegals and other support staff. Provides clear expectations to meet expected levels of productivity and accuracy. Delegates work effectively to maximize efficiencies.
- Develops objectives and ensures service according to established team and departmental priorities.
- Makes recommendations concerning areas of work to perform in-house, at the campuses, versus payment for an outside firm.
- Understands the diverse legal and business needs and interests of various stakeholder groups and creates and fosters an environment to ensure collegiality and information sharing.
- Establishes strong working relationships and serves as a trusted strategic partner with the University’s gift planning offices and other business units, providing practical advice and alternative approaches and solutions to issues effecting gifts from decedent’s trusts and estates.
- Represent institutional concerns persuasively to internal and external parties.
- Practices OGC’s established Values for Principles of Community: collaborative, supportive, respectful of differences, and committed to fairness and diversity in all interactions, both within and outside the team.
- Supports OGC’s commitment to diversity efforts.
- At least 5 years of trust and estate experience in a law firm, or in-house counsel for an academic institution, corporation or other entity.
- Proven abilities in collaboration, facilitation, and strategic and creative thinking with senior management and with a diverse spectrum of clients, fiduciaries, attorneys, outside counsel, and other professionals.
- Thorough understanding of complex legal issues and ability to foresee implications in a University setting, even when ambiguous or hidden.
- Strong interpersonal communication skills, including proven ability to actively listen, negotiate, persuade and educate.
- Skills to gain trust and build credibility with a broad group of colleagues and clients, to include senior leaders. Experience advising a diverse spectrum of clients.
- Strong written communication skills and ability to create and deliver effective materials and / or presentations appropriate to a particular audience.
- Effective research skills to draft accurate, complete and persuasive legal documents, such as pleadings, legal responses, releases, agreements, position statements and briefs.
- Proven decision making ability, even when unpopular, earning credibility and support from colleagues.
- Coaching and leadership skills to provide clear expectations, guidance and feedback to paralegals and legal support staff.
- Proven ability to maintain confidentiality and exercise discretion and tact when handling sensitive or potentially sensitive issues.
- Demonstrated commitment to the highest ethical standards.
Education: Must possess a J.D. from an accredited law school
- Active membership, in good standing, with the California State Bar (REGISTERED IN-HOUSE COUNSEL STATUS IS NOT AVAILABLE TO UC ATTORNEYS. YOU MUST TAKE AND PASS THE CALIFORNIA BAR EXAM)
- Due to COVID-19, work for this position is currently performed remotely. An employee in this position may be required to report to work in person in Oakland, CA once onsite operations resume.
SALARY AND BENEFITS
Salary: Commensurate with experience
Benefits: For information on the comprehensive benefits package offered by the University visit: Benefits of Belonging
The Office of the General Counsel (OGC) delivers ethical, timely, efficient and high quality legal services to the University of California’s ten campuses, five medical centers, and the Lawrence Berkeley National Laboratory, as well as to the Board of Regents, the President, the Chancellors and other officers of the University.
HOW TO APPLY
Please be prepared to attach a cover letter and resume with your application.
APPLICATION REVIEW DATE
The first review date for this job is July 24, 2021.
CONDITIONS OF EMPLOYMENT
Background Check Process: Successful completion of a background check is required for this critical position. Background check process at UCOP
Smoke Free Work Environment: The University of California, Office of the President, is smoke & tobacco-free as of January 1, 2014. UC Smoke & Tobacco Free Policy
The University of California, Office of the President, is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status. EEO/AA Employer UC Nondiscrimination Policy
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