Estate Planning Lawyer Jobs in Pittsford

Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..

Adjunct Faculty, Wealth Management The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences ..

... broad scope of matters including estate planning, business succession planning, trust & estate administration, taxation, probate administration, and ... have 5 years of sophisticated estate planning experience and strong..

Banker - ED Duties: Leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Responsible for the client experience and engaging resources to ..

Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work ..

Manager, Investment Management, Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well ..

... a diverse caseload spanning real estate, business, estate planning, and general litigation matters. Occasional ... preferred)Oversee residential and commercial real estate transactions, including closings and related ... and trust..

Tax Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift ..

Tax Consultant II - Investment Management - Private Wealth Tax Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers ..

Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and ..

... provide clients with complete trust, estate and investment management services; this ... Network with attorneys, trust & estate planning professionals and other Centers of ... public events as appropriate...

... money due; examine claims against estate and makes reasonable and proper ... and other costs of settling estate; select securities to be sold ... tax returns for decedent and..

Trusts and Estates and Public Benefits The candidate conducts research, develops asset-protection strategies, prepares legal documents, presents options to clients, and attends court appearances in all facets. Regularly consults with supervising ..

... years of experience in sophisticated estate planning and trust matters. This position ... departments across a range of estate planning issues, including cross-border matters. The ... clients on all..

Corporate Tax Attorney The candidate should have 3-5 years of experience advising clients on a broad range of federal and/or state and local business tax issues in connection with partnerships, limited ..

... companies, and corporations, focusing on estate, income, and gift tax planning matters. The candidate should also ... have familiarity with trust and estate administration. This position offers an .....

... provide clients with complete trust, estate and investment management services; this ... Network with attorneys, trust & estate planning professionals and other Centers of ... public events as appropriate...

Wealth Management, Trust & Estates, Trust Officer – ED The candidate will analyze trust documents for legal, tax, administrative, and investment issues and coordinate the delivery of services. Will make recommendations ..

Legal Assistant The candidate should have 5+ years of experience in a law office; Will include commercial real estate transactions, business issues, preparation of estate planning documents, client interaction, and supporting ..

... documents related to the client’s estate. Assist in valuing the assets ... valuing the assets in the estate. Prepare documents and assist with ... in the administration of an..

... Primary focus on Trust & Estate and Real Estate support. This position maintains professionalism ... greeting clients. Draft correspondence and estate planning documents (including Powers of Attorney, ... witness..

Senior - Real Estate Tax The candidate will work within an engagement team and draw on the experience in accounting and taxation to provide tax compliance and consulting services to investment ..