Dan practices in the areas of complex estate planning, probate, corporate law, high net worth family planning, tax planning, charitable planning, and non-profit law. He focuses on helping clients identify personal and business succession goals for their family, then creates an integrated estate and business plan to achieve those goals. Often this type of planning may include creating revocable and irrevocable trusts, designing strategies to reduce estate taxes, and creating or recapitalizing closely held businesses with voting and non-voting units to pass assets in a tax-efficient manner to future generations. He is also the author of three articles on taxation, published by The Florida Bar, and he has served as a judge at the National Tax Moot Court competition sponsored by The Florida Bar Tax Section.
Dan also has extensive experience working with high net worth families to create Florida Family Trust Companies that may manage the family’s assets and serve as Trustee of their Trusts in perpetuity. He works closely with the family to determine how best to structure the Board of Managers so that it may succeed in stewarding the family’s wealth for generations to come.
He earned his J.D. degree from the University of Florida Levin College of Law, also obtaining the Estates & Trusts Practice Certificate and the Environmental & Land Use Law Certificate. He also holds an advanced law degree, an LL.M. in Taxation, from the University of Miami School of Law and a B.A. degree, with honors, from the University of Florida.