Junior Estate Planning Associate

Nelson Mullins Riley & Scarborough; Boca Raton (FL); On-site; USD 160,000 - 230,000; Full time

Job summary

Nelson Mullins Riley & Scarborough in Boca Raton seeks an Associate to join Private Wealth Services. The role focuses on sophisticated estate planning, including wills, trusts, powers of attorney, and health care directives, with a focus on high-net-worth families.

You will work with attorneys and clients to design wealth transfer strategies, conduct legal research, and prepare memoranda on federal and state tax issues.

Qualifications

• Strong drafting and review skills for estate planning documents.
• Experience advising high-net-worth individuals and families is a plus.
• Ability to collaborate with clients and professionals to implement wealth planning strategies.

Responsibilities

• Drafting and reviewing wills, revocable and irrevocable trusts, powers of attorney, and health care directives.
• Assist design and implementation of estate, gift, and generation-skipping transfer tax planning strategies.
• Support attorneys in trust and estate administration, probate, and fiduciary compliance.
• Conduct legal research and prepare memoranda on federal/state estate, gift, income, and trust taxation.
• Collaborate with clients, financial advisors, accountants, and other professionals in wealth planning meetings.

Skills

Legal drafting

Client collaboration

Research skills

Education

LL.M. in Estate Planning or Taxation

Job description

Overview

• The Private Wealth Services team advises high-net-worth individuals, families, business owners, and fiduciaries on sophisticated wealth transfer, estate, tax, and business succession matters.
• Responsibilities include drafting and reviewing estate planning documents, such as wills, revocable and irrevocable trusts, powers of attorney, and health care directives, and assisting with the design and implementation of estate, gift, and generation-skipping transfer tax planning strategies.
• The role involves supporting attorneys in trust and estate administration matters, including probate proceedings and fiduciary compliance, and conducting legal research and preparing memoranda on federal and state estate, gift, income, and trust taxation issues.
• You will collaborate with clients, financial advisors, accountants, and other professionals to implement comprehensive wealth planning strategies and participate in client meetings.
• An LL.M in Estate Planning or Taxation is strongly preferred, and experience working with high-net-worth individuals and families is a plus.