Dan represents high net worth individuals and families with respect to complex tax, estate planning and trust and estate administration matters. Dan also regularly represents fiduciaries and beneficiaries involved in trust or estate litigation and other disputes. He has a deep understanding of those who have closely held and/or family businesses. Dan has advised business owners on the transfer ownership to family members and third parties.
He often counsels clients on how to minimize federal gift, estate and generation skipping transfer taxes in order to ensure assets are protected and available for future generations in the most efficient way possible. In addition, both fiduciaries and beneficiaries appreciate Dan’s ability to help them understand their duties, rights and responsibilities.
Dan is often called to speak on estate and trust matters throughout the U.S. on a variety of topics ranging from recent tax and estate law developments, issues involving trust situs of soverntiy law, Directed Trust Act and estate planning with retirement plan accounts.
Chambers USA has reported his clients saying, “Simply put, he is the benchmark for how I judge other attorneys,” comments one source, adding that “in addition to being an expert in his chosen field, he is very courteous and responsive.” Another source says, “He goes above and beyond to be responsive and to anticipate issues and related solutions. Dan is extremely knowledgeable in matters of estate and trust law, and works to creatively solve client problems.”