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Estate And Trust Jobs in Rochester

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United States
Posted On Jun 19, 26
Full-time 19 views Experience : 1-4 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Corporate Law Energy Estate Planning estates Health Care Law health insurance Insurance Labor and Employment Litigation Probate Real Estate Law title trusts Wills
Practice Area:
Trusts and Estates - General
Job Tags:
Corporate Law Energy Estate Planning estates Health Care Law health insurance Insurance Labor and Employment Litigation Probate Real Estate Law title trusts Wills

Title: Associate Attorney - Trust & Estates Job Responsibilities: - Drafting... of attorney, and other estate planning documents. - Advising clients... on estate planning strategies and tax... proceedings. - Representing clients in trust and estate litigation matters. -... Conducting legal... changes in trust and estate law. -...

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Posted On Aug 01, 26
Full-time 34 views Experience : Min 5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills
Practice Area:
Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills

& Estates Senior Associate (Rochester) - Join Leading Regional Law Firm Barclay Damon LLP is seeking a highly skilled and experienced Trusts & Estates Senior Associate to join their team in Rochester. This is an excellent opportunity for a...

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Posted On Aug 19, 26
Full-time 9 views Experience : 4-6 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Elder Law Estate and Trust Estate Planning estates fiduciary Insurance Litigation Taxation trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Elder Law Estate and Trust Estate Planning estates fiduciary Insurance Litigation Taxation trusts Wills

The primary focus areas include succession planning, tax planning, estate planning, estate and trust... administration, and litigation. The... attorney will be expected to draft legal documents such as wills, trust agreements, and powers of... attorney. Additionally, the role involves handlin...

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Posted On Aug 01, 26
Full-time 46 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills

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...

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Posted On Sep 02, 26
Full-time 5 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Domestic Violence Estate and Trust estate tax estates fiduciary pleadings Probate Software trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Domestic Violence Estate and Trust estate tax estates fiduciary pleadings Probate Software trusts

Trust & Estate Paralegal Job Title: Trust & Estate... Paralegal Job Responsibilities: - Assisting with... all phases of estate and trust administration. - Preparing... with courts to initiate estate proceedings and judicial settlement... and trusts. - Monitoring the estate and trust accounts, including... monthly expenses for an estate or trust. - Preparing federal......

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Posted On Sep 09, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Estate and Trust estate tax estates fiduciary Probate trusts Wills
Practice Area:
Trusts and Estates - General
Job Tags:
Estate and Trust estate tax estates fiduciary Probate trusts Wills

Job Title: Trust & Estates Paralegal Job Responsibilities: The... role of a Trust & Estates Paralegal at... in the area of trust and estate administration. The... main responsibilities... the probate process. - Drafting estate and trust accountings, receipts,... and releases... to ensure accurate...

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Posted On Jul 08, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Bankruptcy civil procedure Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance title Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Bankruptcy civil procedure Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance title Wills

Job Title: Estate Planning Paralegal Job Responsibilities: - Screen... and interview prospective clients both remotely and onsite as required by client and program needs. - Support attorneys representing clients by assisting with trainings and presentations. - Gather documents and information; draft documents under attorney...

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Posted On Aug 15, 26
Full-time 1 views Experience : 1-4 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Estate and Trust Estate Planning estate tax estates federal government fiduciary Harassment I-9 Insurance Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Estate and Trust Estate Planning estate tax estates federal government fiduciary Harassment I-9 Insurance Probate Software trusts Wills

**Job Title:** Paralegal, Trust & Estates **Job Responsibilities:** The Trust... & Estates Paralegal is... managing all aspects of estate and trust administration processes.... This includes... related to the client’s estate. - Assisting in valuing the... assets in the estate. - Preparing documents and assisting... with...

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Posted On Aug 15, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
ADA agreements appeals Asset Protection Elder Law Estate Planning estates federal government Harassment I-9 Medicaid spouse trusts Wills
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
ADA agreements appeals Asset Protection Elder Law Estate Planning estates federal government Harassment I-9 Medicaid spouse trusts Wills

and asset protection strategies. - Draft and review estate planning 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...

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Posted On Jun 17, 26
Full-time 7 views
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Probate trusts Wills
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Probate trusts Wills

Title: Legal Assistant - Trust & Estates Job Responsibilities: - Perform... conflict checks upon initial contact with prospective clients. - Prepare a high volume of legal documents, forms, and correspondence, including Wills, Trusts, Deeds, Care Proxies, and related estate planning documents. - Open new......

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Posted On Jul 07, 26
Full-time 2 views Experience : Max 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Asset Protection Bankruptcy Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance partnerships title Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Asset Protection Bankruptcy Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance partnerships title Wills

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...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
agreements banking Estate and Trust Estate Planning estates fiduciary Government Personal Property Profit Sharing trusts Wills
Job Tags:
agreements banking Estate and Trust Estate Planning estates fiduciary Government Personal Property Profit Sharing trusts Wills

Job Title: Trust Officer I Job Responsibilities: A Trust... Officer I at the... company provides comprehensive trust services, including estates, personal... appropriate fiduciary capacities. The Trust Officer is responsible for... responsibilities for all assigned estate and trust accounts. Key... responsibilities include: -... Retaining...

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Posted On Aug 13, 26
Full-time Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing RICO wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing RICO wealth management

Services Tax - Real Estate Senior Manager Duties: The... candidate will play a pivotal role in guiding clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advise on local and international tax...

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Posted On Aug 25, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

Services Tax - Real Estate Senior Manager The candidate... will guide clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business...

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Posted On Jun 15, 26
Full-time 49 views Experience : Min 3 yrs required
Practice Area:
Litigation - General (consumer)
Job Tags:
appeals depositions employment litigation family Family Law health insurance Insurance Litigation matrimonial pleadings trials
Practice Area:
Litigation - General (consumer)
Job Tags:
appeals depositions employment litigation family Family Law health insurance Insurance Litigation matrimonial pleadings trials

Firm Seeking Experienced Litigation Attorney - Flexible work location options (fully remote, in-office, or hybrid) - Autonomy and clarity in role and responsibility - Opportunity to build and refine litigation and professional skills - No book of business or...

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Posted On Sep 07, 26
Full-time 118 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on...

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Posted On Sep 07, 26
Full-time 127 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from the existing client base and through new client acquisition. - Advise...

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BCG Attorney Search , Recruiter • Rochester, NY

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Posted On Jul 27, 26
Full-time 47 views Experience : 2-10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Group. The ideal candidate will have experience working with high-net-worth individuals, trusts, partnerships, limited liability companies, and corporations, focusing on estate, income, and gift tax... planning matters. The candidate should also have familiarity with trust and estate administration. This posit...

Posted On Jul 27, 26
Full-time 18 views Experience : 2-8 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax-General Practice (Transaction) Tax - M&A and Transactions Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax-General Practice (Transaction) Tax - M&A and Transactions Trusts and Estates - General

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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