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Estate Planning Jobs in Pittsford

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United States
Posted On Aug 14, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Case Law Estate and Trust Estate Planning estate tax estates fiduciary Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Case Law Estate and Trust Estate Planning estate tax estates fiduciary Probate Software trusts Wills

Title: Paralegal** **Job Responsibilities:** - Prepare and file probate documents, fiduciary accountings, and related court filings. - Assist with estate and trust administration, including... asset tracking, funding, and beneficiary communications. - Draft and finalize estate planning documents, including wills,... trusts, powers of attorney, and...

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Posted On Aug 12, 26
Full-time Experience : Min 8 yrs required
Practice Area:
Environmental Law - Transactions & Compliance Land Use & Zoning Air Water Law Environmental and Land Use - General
Job Tags:
acquisitions air appellate Brownfields Redevelopment CEQA CERCLA commercial real estate construction contracts criminal developers Domestic Violence Energy Environmental Due Diligence Environmental Law Environmental Permitting estates finance Financial Institutions Financial Restructuring government compliance Habitat Conservation Harassment Human Rights Law Immigration Intellectual Property Labor and Employment Land Use leasing life sciences Litigation M&A mass torts Partnership political law product liability project finance Public Finance public sector RCRA regulatory compliance title trusts Water
Practice Area:
Environmental Law - Transactions & Compliance Land Use & Zoning Air Water Law Environmental and Land Use - General
Job Tags:
acquisitions air appellate Brownfields Redevelopment CEQA CERCLA commercial real estate construction contracts criminal developers Domestic Violence Energy Environmental Due Diligence Environmental Law Environmental Permitting estates finance Financial Institutions Financial Restructuring government compliance Habitat Conservation Harassment Human Rights Law Immigration Intellectual Property Labor and Employment Land Use leasing life sciences Litigation M&A mass torts Partnership political law product liability project finance Public Finance public sector RCRA regulatory compliance title trusts Water

CERCLA, CAA, RCRA, ECL, SEQRA, and NAV. - Represent clients in environmental permitting and regulatory compliance matters. - Structure, negotiate, and close complex commercial real estate transactions, including acquisitions, leasing,... and development. - Lead environmental due diligence for M&A and project finance transactions. -...

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Posted On Aug 05, 26
Full-time 1 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Government health insurance Insurance Probate Software
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Government health insurance Insurance Probate Software

law firm specializing in Estate Planning, Estate Administration, and... motivated, organized, and detail-oriented Estate Administration Paralegal. The firm... in handling New York estate administration. The firm is... willing to train individuals who demonstrate strong organizational skills, professionalism, and a desire...

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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 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 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 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 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

of attorney, and other estate planning documents. - Advising clients... on estate planning strategies and tax... including probate proceedings. - Representing clients in trust and estate litigation matters. - Conducting legal... research and staying current with 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

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...

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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

and correspondence, including Wills, Trusts, Deeds, Powers of Attorney, Health Care Proxies, and related estate planning documents. - Open new... client matters promptly and accurately in the law firm's case management system. - Coordinate a busy calendar of client meetings, document signin...

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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

managing all aspects of estate and trust administration processes.... the department’s attorneys. Key duties involve: - Securing documents related to the client’s estate. - Assisting in valuing the... assets in the estate. - Preparing documents and assisting... with creating and transferring assets...

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Posted On Jul 16, 26
Full-time Experience : Min 4 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance
Job Tags:
family finance H-1B Profit Sharing regulatory compliance

Services Tax - Real Estate Manager The candidate will... act as a strategic consultant, helping organizations manage their tax obligations while navigating the complexities of the global tax environment. Help the Financial Services clients navigate the frequently changing tax landscape,...

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Posted On Aug 12, 26
Full-time Experience : Min 8 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

Services Tax - Real Estate Director Duties: The candidate... will be playing a pivotal role in guiding clients through the intricate landscape of tax obligations, both locally and internationally. Within the Tax practice, will be providing strategic consulting on business...

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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 Aug 26, 26
Full-time Experience : Min 4 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance
Job Tags:
family finance H-1B Profit Sharing regulatory compliance

Services Tax - Real Estate Manager The candidate will... accounts, focusing on strategic planning and mentoring junior staff.... Help the Financial Services clients navigate the frequently changing tax landscape, providing insights and recommendations that drive positive outcomes. Advise clients on...

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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 15, 26
Full-time Experience : 4-20 yrs required
Practice Area:
Real Estate - Purchase and Sale (Commercial) Real Estate - Development/ Dirt law Environmental and Land Use - General Land Use & Zoning Environmental Law - Transactions & Compliance Tax - General Real Estate - Tax Real Estate - General Real Estate- Commercial Transactions Real Estate - Finance
Practice Area:
Real Estate - Purchase and Sale (Commercial) Real Estate - Development/ Dirt law Environmental and Land Use - General Land Use & Zoning Environmental Law - Transactions & Compliance Tax - General Real Estate - Tax Real Estate - General Real Estate- Commercial Transactions Real Estate - Finance

a hybrid work opportunity and involves working within the Environmental and Commercial Real Estate Practice Groups. The ideal... candidate will have a robust background in environmental regulatory compliance and commercial real estate clients on federal... and state environmental ...

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