Senior Estate Planning Attorney - Strategic Legacy Architect

Acorn Financial Services Inc•Reston, VA

58d

About The Position

At Acorn Financial Services, our unyielding focus is on the financial and personal well-being of our clients, managing over $1.4 billion in assets across thousands of accounts. For ultra-high-net-worth individuals, business owners, and corporate executives, basic estate planning is woefully insufficient. They require strategic, impenetrable legacy architecture. As our Senior Estate Planning Attorney, you will serve as the definitive legal authority within our integrated stewardship team. Your mission is to solve the most complex multi-generational wealth transfer challenges, navigate massive liquidity events, and provide professional fiduciary oversight, ensuring our clients' most vital assets are protected across generations.

Requirements

Fifteen-plus years of experience navigating estate, trust, and gift tax law.
Ability to architect proactive, systemic solutions.
Continuous growth as a professional mandate.
Actively mentor junior attorneys, paralegals, and financial advisors.
Value deep, enduring relationships.
Effortlessly build rapport with high-net-worth clients and their families.
Expertly guide clients through inheritance, succession planning, and wealth transition.
Lead with sincere candor.
Address issues directly, leveraging profound authority and fiduciary duty to guide clients toward optimal, legally sound solutions.

Responsibilities

Design and seamlessly implement highly sophisticated estate plans, including complex multi-generational planning, family business succession, advanced charitable planning, and robust asset protection strategies.
Serve as the definitive senior legal voice in highly complex client scenarios, specifically guiding executives and business owners navigating equity compensation, liquidity events, or intricate business sales.
Oversee, review, and refine the legal strategies executed by junior attorneys and paralegals. Provide the final, authoritative review on highly complex irrevocable trusts and sophisticated tax mitigation structures.
Work in lockstep with Acorn's managing partners, senior wealth advisors, and in-house CPAs to build unified plans that ensure every single decision is dynamically optimized against both taxes and inflation.
Stay at the forefront of federal and state tax law shifts, actively educating the broader advisory firm on how impending legislative changes will impact our high-net-worth client base.