Principal Estate Planning Attorney - Advanced Wealth Planning

What You Will Do

• Design, draft, and execute advanced wealth transfer mechanisms, including GRATs, SLATs, IDGTs, and philanthropic legacy structures for UHNW families.
• Review external estate plans for structural vulnerabilities and seamlessly align newly drafted legal documents with Acorn's internal tax and investment strategies.
• Provide principal-level guidance on trust administration and fiduciary risk management for complex, multi-generational estates.
• Act as the firm's foremost authority on federal and state estate tax law shifts, proactively updating firm-wide protocols to shield client assets.

How We Measure Success

• Drive enough advanced planning fees and synergistic AUM acquisition to support the principal compensation tier.
• Achieve a 100% success rate in legal document execution with zero exposure to unmitigated legal vulnerabilities or unintended tax consequences.
• Measurably increase the close rate of the Principal Wealth Advisors by delivering compelling, highly technical legal presentations during high-stakes prospect meetings.

What We Offer

• An environment that values deep legal architecture over high-volume document drafting.
• You will be supported by a comprehensive hybrid infrastructure and an elite internal team, allowing you to focus entirely on advanced legacy planning for highly sophisticated, multi-generational families.