Senior Estate Planning Attorney - Strategic Legacy Architect

Acorn Financial Services • Reston, VA

1d

About The Position

Acorn Financial Services is seeking a Senior Estate Planning Attorney to serve as the definitive legal authority within their integrated stewardship team. This role focuses on managing complex multi-generational wealth transfer challenges, navigating massive liquidity events, and providing professional fiduciary oversight for ultra-high-net-worth individuals, business owners, and corporate executives. The ideal candidate is a master of scale and complexity with over fifteen years of experience in estate, trust, and gift tax law, capable of architecting proactive, systemic solutions and mentoring junior team members. This position requires building deep, enduring relationships with clients and their families, guiding them through complex financial and emotional decisions with sincere candor and fiduciary responsibility.

Requirements

• Over fifteen years of experience in estate, trust, and gift tax law.
• Mastery of scale and complexity in legal problem-solving.
• Proven ability to architect proactive, systemic solutions.
• Experience mentoring junior attorneys, paralegals, and financial advisors.
• Ability to build rapport with high-net-worth clients and their families.
• Expertise in guiding clients through inheritance, succession planning, and wealth transition.
• Proficiency in addressing tax inefficiencies and legal vulnerabilities with clients.
• Experience designing and implementing sophisticated estate plans.
• Experience guiding executives and business owners through liquidity events and business sales.
• Experience reviewing complex irrevocable trusts and tax mitigation structures.
• Ability to collaborate with managing partners, senior wealth advisors, and CPAs.
• Knowledge of federal and state tax law shifts.

Responsibilities

• Design and 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 the high-net-worth client base.

Benefits

• Highly visible leadership role
• Operational infrastructure to support high-level strategy and client relationships
• Culture that rewards high standards, disciplined execution, and teamwork
• Elite compensation package
• Elite benefits package

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed