Asset Protection Jobs in Rochester

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Full-time 34 views Experience : Min 5 yrs required

Rochester. This is an excellent opportunity for a talented attorney to support a growing trusts and estates practice, representing high-net-worth clients and providing advice on tax, asset protection, and business succession... planning strategies. The ideal candidate will have a mi...

Full-time 46 views Experience : Min 5 yrs required

Damon LLP, a leading regional law firm, is seeking a Trusts & Estates Junior Partner to join its Rochester office. This partner will support a growing trusts and estates practice, primarily representing high-net-worth clients. The ideal candidate will have at...

Full-time 5 views Experience : Min 5 yrs required

five-year lookback rules and asset protection strategies. - Draft and... documents including Wills, Powers of Attorney, Health Care Proxies, and various Trust Agreements. - Prepare Medicaid gift and note plans, asset summaries, and flowcharts. - Assist... with Medicaid applications and coordinate with...

Full-time 2 views Experience : Max 5 yrs required

will engage in various duties as part of the Financial Empowerment Project. The primary responsibilities include: - Providing direct legal services to clients focusing on estate planning and asset preservation. This entails resolving... fines and fees, title clearing, and addressing...

Posted On Jul 20, 26
Full-time 6 views Experience : Min 3 yrs required

Title: Paralegal - Elder Law and Medicaid Planning Job Responsibilities: - Coordinate with various stakeholders including banks, financial advisors, CPAs/accountants, care managers, social workers, Department of Social Services, Social Security, Veterans Administration, and clients’ families to ensure seamless communication and operation. - Conduct...

Full-time 3 views Experience : 8-15 yrs required

operations of the company's asset management and property management... lines of business. This role involves designing enterprise-wide risk frameworks, navigating affordable housing regulatory requirements, and protecting the company from systemic liabilities. The successful candidate will work closely with the Chief...

Posted On Jul 27, 26
Full-time 18 views Experience : 2-8 yrs required

focused on serving high-net-worth clients, providing advice on estate planning, tax planning, asset protection, and business succession... strategies. The role involves drafting legal documents, quantifying tax impacts, and managing estate and trust clients on estate planning and tax st...

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