Senior Estate Planning Attorney
Employment type
Full-time
Work setting
On-site
Location
Reston, VA
Schedule
Day shift
Posted
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Job overview
The Senior Estate Planning Attorney role is onsite in Reston, VA. Compensation is not specified. The attorney serves as a senior legal authority within Acorn Financial Services’ integrated stewardship team, supporting complex wealth-transfer planning for high-net-worth clients. The role designs and implements sophisticated estate plans, provides authoritative review of complex legal strategies, and advises clients and internal teams on tax, succession, and asset-protection considerations. It contributes to the firm’s goal of protecting client assets across generations while strengthening the legal and advisory team’s capabilities.
What you'll do
- Design and implement complex multi-generational estate plans, family-business succession plans, charitable plans, and asset-protection strategies
- advise executives and business owners on equity compensation, liquidity events, and business sales
- review and refine legal strategies prepared by junior attorneys and paralegals
- provide final review of complex irrevocable trusts and tax-mitigation structures
- collaborate with managing partners, wealth advisors, and in-house CPAs
- monitor tax-law changes and educate the advisory firm.
What we're looking for
- Skills & competencies
- senior estate planning attorneyreston vaacorn financial servicesestate planningtrustsgift tax lawwealth transferfamily business successionasset protectionhigh-net-worth clientslegal leadershipfiduciary oversight
- Work arrangement
- Weekend coverage required
Benefits & perks
- The posting describes an elite compensation and benefits package without specifying individual benefits.
Why this role
The posting describes a highly visible leadership role at a fiduciary firm managing more than $1.4 billion in assets, with an elite compensation and benefits package but no numeric pay details.
About the employer
Acorn Financial Services Inc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 23-1011.00
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Listing ID: 794975aa-a5c0-479d-9ea0-ded0693fe086