With expertise in complex tax planning techniques, Dan leverages strategies that efficiently shift wealth between generations while minimizing tax burdens for individuals and businesses.
Dan counsels clients with matters related to all aspects of trust administration and estate settling, such as preparation and implementation of both revocable and irrevocable estate planning techniques, including intentionally defective grantor trusts, qualified personal residence trusts, irrevocable life insurance trusts, grantor retained annuity trusts, and other accompanying documents to ensure a smooth transition between generations.
He assists families and closely held businesses with succession planning, and works closely with our corporate attorneys to create legal entities to own assets which efficiently transfer property from one generation to the next.
Dan has taught estate drafting as an adjunct professor at the University of California, Hastings College of the Law and served as a guest lecturer at UC Hastings and Golden Gate University on estate and gift taxation. Prior to joining Cades, Dan was an associate at Farella Braun + Martel LLP with offices in Saint Helena and San Francisco.
Named among the North Bay Business Journal’s Forty Under 40 for 2015 and named to The Recorder’s list of 50 “Lawyers on the Fast Track” for 2013, Dan is a recipient of the Outstanding Volunteer Award from the Bar Association of San Francisco’s Volunteer Legal Services Program (2010, 2011, 2012 and 2013).
In his spare time, Dan enjoys spending time outdoors and hiking Hawaii’s world famous trails.
EXPERIENCE
Estate Planning: Advises clients on the preparation and implementation of both revocable and irrevocable estate planning techniques, including:
- Revocable living trusts and wills
- Internationally defective grantor trusts
- Qualified personal residence trusts
- Irrevocable life insurance trusts
- Grantor retained annuity trusts
Tax Planning: Advises individuals and families on:
- Preparation and filing of estate and gift tax returns
- Structuring and implementing business succession planning
- Charitable giving strategies
Trust and Probate Administration: Advises individuals and corporate fiduciaries in all aspects of trust and probate administration. Assists beneficiaries to adequately protect their interests during the administrative process.
Trust and Probate Disputes: Represents both fiduciaries and beneficiaries in trust and probate contested matters, including questions regarding appropriate fiduciary conduct, interpretation of ambiguous documents and disinheritance of children and spouses.
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