Rising Estate Planning Associate — Wills, Trusts & Tax

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

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.