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    Attorney Trust Advisor (3 years of experience preferred)

    Organization Name: Wispact, Inc.
    Address: Madison, WI 53714

    Current Location Status: Temporarily remote – will move back to onsite beginning in 1st Quarter of 2021

    Job details
    Salary: $55,000-$65,000 a year
    Job Type: Full-time

    TO APPLY
    Mail:
    Wispact, Inc.
    Attn: Human Resources
    226 Corporate Drive
    Madison, WI 53714
    Email: org khayde wispact wispact khayde org

    POSITION SUMMARY:
    This position provides legal and technical expertise and support to the Senior General Counsel, and others within the organization as needed, by researching legal issues related to the set-up of trust sub-accounts and distribution of trust fund assets. The Attorney Trust Advisor’s workload is determined primarily by delegated duties from the Senior General Counsel.

    CORE COMPETENCIES:
    Confidentiality – Maintain the highest level of confidentiality with regard to Wispact Beneficiaries and Company information.
    Respect – Maintain the highest level of respect towards all individuals Wispact interacts with through its day to day business.
    Professionalism – Maintain the highest level of professionalism in all business interactions.
    Business Ethics – Maintain the highest level of ethical standards when acting on behalf of Wispact.
    Teamwork – Maintain the highest level of teamwork and open communication.
    Continuous Improvement – Maintain the highest level of efforts towards continuous improvement and willingness to change.

    ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:
    Primary functions of the position
    • Research and assist the Senior General Counsel in communicating to Wispact staff the latest Human Resources and legal policies affecting the work environment.
    • Deliver presentations to Wisconsin Elder Law & Special Needs Community, as directed by the Sr. General Counsel.
    • Communicate and collaborate with Elder Law & Special Needs Community to quickly address their concerns regarding special needs trust creation and management.
    • Perform community outreach, extensively network, and frequently deliver presentations throughout Wisconsin, as directed by Sr. General Counsel.
    • Serve as a customer service representative and assist potential beneficiaries with questions they may have about Wispact.
    • Communicate with and assist creating attorneys regarding trust creation issues and issues at Social Security Administration or Department of Health Services arising after trust creation.
    • Keep up-to-date with law changes regarding trusts and estate planning in Wisconsin and throughout the nation.
    • Attend extensive CLE training, both in Wisconsin and across the country.
    • Perform extensive legal research and present findings to Senior General Counsel.
    • Research legal issues related to the establishment of Wispact trust sub-accounts and the distribution of trust fund assets
    • Perform the initial review on Wispact applications to be sure all legal requirements are met when setting up a new trust. Communicate findings to the Senior General Counsel.
    • Provide legal advice and support to Beneficiary Specialists when questions arise regarding the distribution of trust fund assets.
    • Communicate with Beneficiaries; beneficiary’s attorney; and/or family members as appropriate.

    Outreach and raising national awareness of Wispact
    • Develop with Marketing Coordinator presentation materials targeted to specific audiences on Wispact basics, advanced Wispact topics, and updates on Wispact.
    • Participate as needed in outreach presentations to various referral sources, especially attorneys, state-wide, as directed by the Sr. General Counsel.

    Program and policy development
    • Research and recommend new program initiatives in collaboration with Senior General Counsel.
    • Continually seek to improve and expand Wispact’s services, presenting ideas to the Senior General Counsel.
    • Assist in the development of new company policies regarding distributions to beneficiaries as needed.

    Legal research
    • Stay abreast of new developments and all changes in applicable laws affecting Wispact trusts. Provide updates to Senior General Counsel.

    Other duties as assigned
    • Kind and competent customer service to creating attorneys, current beneficiaries and their families, as well as potential beneficiaries and their families.
    • Assist with the preparation of marketing materials containing legal information including presentations, brochures, guidelines, etc.
    • Transition unfunded accounts to funded accounts, ensuring that all documents are complete and up-to-date.
    • Complete internal audits/projects as unique needs arise, as directed by the Senior General Counsel.
    • Oversee Creation Grant program, including approving applications and keeping track of grants awarded.

    NON-ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:
    • The incumbent may be required to work additional hours during times of heavy workload, including evenings and weekends.
    • The incumbent must remain flexible to work extra hours as needed to address client needs.
    • Wispact places a high level of importance on teamwork and a willingness to perform duties which may not be included in this Job Description

    JOB QUALIFICATIONS:

    Position Supervises: This position does not have supervisory duties.

    Required Knowledge and Competencies:
    • Juris Doctor degree with focus on Elder Law, public benefits planning, and/or special needs trusts.
    • Licensed to practice law in Wisconsin.
    • Currently in good standing with Wisconsin State Bar Association.
    • One+ years’ experience researching public benefits programs – including POMS/SSI, Medicaid fair hearing, Medical Assistance Eligibility, HUD, and other relevant benefits programs.
    • Strong legal research and writing skills.
    • Excellent attention to detail.
    • Ability to communicate effectively with a wide variety of individuals from attorneys to Board Members to individuals with a variety of physical and intellectual disabilities.
    • Ability to interpret regulations and provide consultation to attorneys and others assisting beneficiaries with Wispact trusts.
    • Familiarity with Word, Excel, Power Point, Outlook, Adobe, and the ability to quickly learn and utilize new software as the organization requires.

    PHYSICAL REQUIREMENTS:
    Work is performed in a standard office environment.
    • Ability to use a keyboard extensively.
    • Ability to sit, stand, bend, lift, see and hear.
    • Ability to sit for long periods of time.
    • Manual dexterity for use of calculator and computer keyboard.
    • Ability to lift up to 50 lbs on an occasional basis.
    • Ability to speak on the telephone in order to conduct business.

    Wispact, Inc. places a high level of importance on teamwork and a willingness to perform duties which may not be included in this Job Description.

    SUPERVISED BY: Senior General Counsel

    Location: Madison

    Job Type: Full-time

    Benefits:
    • 401(k)
    • 401(k) Matching
    • Dental Insurance
    • Disability Insurance
    • Flexible Schedule
    • Health Insurance
    • Life Insurance
    • Paid Time Off
    • Tuition Reimbursement
    • Vision Insurance

    Schedule: Monday to Friday

    COVID-19 considerations: Wispact moved to remote work on 3/17/20, which is the current business model. Occasional in-office days, primarily for training/job shadowing, with appropriate social distancing and company supplied PPE, may be necessary, but only on very rare occasions.

    Experience: Legal Research: Three years (Preferred)

    License: JD degree with focus on elder law and public benefits (Required)

    Wispact Describes Its Culture as:
    • Detail-oriented – quality and precision-focused
    • Outcome-oriented – results-focused with strong performance culture
    • People-oriented – supportive and fairness-focused
    • Team-oriented – cooperative and collaborative

    Company's website: www.wispact.org

    Benefit Conditions: Only full-time employees eligible

    Work Remotely: Temporarily due to COVID-19

    ​​​​​​​​​​
    Location = Madison
​​
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