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Trusts Jobs in Rochester

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United States
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

Title:** Paralegal, Trust & Estates **Job Responsibilities:** The Trust & Estates Paralegal is responsible for managing all aspects of estate and trust administration processes. This includes substantial client interaction and collaboration with the department’s attorneys. Key duties involve: - Securing documents related to the...

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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 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 and reviewing wills, trusts, powers of attorney, and... other estate planning documents. - Advising clients on estate planning strategies and tax implications. - Assisting administration of estates and trusts, including probate proceedings. - Representing......

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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

Trusts & Estates Senior Associate... highly skilled and experienced Trusts & Estates Senior Associate... 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...

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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

firm, is seeking a Trusts & Estates Junior Partner... will support a growing trusts and estates practice, primarily... years of experience in trusts and estates practice, with... a strong work ethic and excellent communication, analytical, and quantitative skills. A license...

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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

to initiate estate proceedings and judicial settlement proceedings. - Monitoring and maintaining the administration of assigned estates and trusts. - Monitoring the estate and... trust accounts, including the payment of monthly expenses for an estate or trust. - Preparing federal and New Yor...

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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

Title: Trust & Estates Paralegal Job Responsibilities: The role of a Trust & Estates Paralegal at the law firm involves providing crucial support to attorneys and clients in the area of trust and estate administration. The main responsibilities include: - Preparing probate and...

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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

Job Title: Trusts & Estates Attorney (4-6... yrs) Job Responsibilities: The Trusts & Estates Attorney will... be responsible for providing expert legal advice to both corporate and individual clients. The primary focus areas include succession planning, tax planning, estate planning, estate and...

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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

Title: Associate Job Responsibilities: - Counsel clients on Medicaid eligibility for nursing home and community-based long-term care, including New York's five-year lookback rules and asset protection strategies. - Draft and review estate planning documents including Wills, Powers of Attorney, Health Care Proxies, and...

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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

Available: Attorney (Equal Justice Works Fellow) Job Title: Attorney (Equal Justice Works Fellow) Job Responsibilities: The Attorney serving as an Equal Justice Works Fellow at **Members Only.** will engage in various duties as part of the Financial Empowerment Project. The primary responsibilities include: - Providing...

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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

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 supervision. -...

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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

services, including estates, personal trusts, guardianships, corporate trusts, Supplemental... Needs Trusts, and other appropriate fiduciary... capacities. The Trust Officer is responsible for the administration and discharge of the bank's legal and fiduciary responsibilities for all assigned estate and trust accounts....

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Posted On Jun 25, 26
Full-time Experience : 1-5 yrs required
Practice Area:
Finance - Structured Finance Finance - General
Job Tags:
banking corporate trust finance structured finance
Practice Area:
Finance - Structured Finance Finance - General
Job Tags:
banking corporate trust finance structured finance

Trust Finance Associate The candidate will represent trustees and/or collateral agents in structured finance transactions, providing legal advice and support on a variety of structured finance matters, drafting, reviewing, and negotiating transaction documents, and collaborating with other attorneys and staff...

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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

Title Private Banker - Vice President Job Responsibilities - Manage and maintain relationships 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...

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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

Title . Private Bank - Private Banker - Vice President Job Responsibilities - Manage and maintain relationships 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...

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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

law firm seeks a Trusts and Estates Associate to... join its practice in Rochester, NY. The associate will work with a team focused on serving high-net-worth clients, providing advice on estate planning, tax planning, asset protection, and business succession strategies....

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