. About the Role We are seeking an experienced Estate Planning / Trusts & Estates Attorney to join the firm's Rochester office... appropriate estate planning strategies, and draft and review documents including wills, trusts, powers of attorney, and healthcare...
, and cash flow management for individuals, trusts and entities, in collaboration with external advisors Coordinate income tax... compliance for individuals, trusts, partnerships, and related entities in partnership with internal team members and external tax...
and helping clients navigate complex tax questions. Review complex returns for corporations, partnerships, individuals, trusts...) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Short Term & Long Term...
' goals and risk tolerance. Assist clients with estate planning, including wills and trusts, to ensure compliance.../life balance, recognition, and rewards The opportunity to pursue leadership and specialized roles Comprehensive Planning...
and regulations, to protect life, property, and assets. Perform general patrol and operational law enforcement duties, such as manning... to effectively respond to life-threatening, adverse, and dangerous situations including but not limited to explosives and violence...
for corporations, partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions. Deliver tax... to be between $150,000 and $210,000/year. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k)) Life Insurance (Basic) Paid...
on compliance deadlines or documentation Leadership trusts that anything genuinely sensitive gets flagged early, not discovered... of the month following 30 days of employment and include comprehensive medical, dental, vision, life, and disability coverage...
for corporations, partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions. Deliver tax... to be between $150,000 and $210,000/year. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k)) Life Insurance (Basic) Paid...
job. It's steady, structured, and genuinely meaningful work, built around helping people navigate wills, trusts, and estate..., vision, and life insurance after 90 days Holiday pay, PTO, vacation, and 401(k) with company match Backed by a stable...
-payee paperwork when applicable, coordinate filing of taxes, monitor resource limits, and establish ABLE/Pooled Asset Trusts... (HRA) Basic Life & AD&D insurance Employee Assistance Program (EAP) 403B Retirement Penn-Mar is an Equal Opportunity...