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Photo of Daniel B. Harris
Industries

Aerospace & Defense

Agriculture / Agribusiness

Automotive / Transportation

Practice Areas

Estate Planning & Probate

Family Office & Private Trust Companies

Mergers & Acquisitions

Non-Profit Law

Planning for High Net-Worth Families

Private Securities Offerings

Tax Law

Daniel B. Harris

Partner

Industries

Aerospace & Defense

Agriculture / Agribusiness

Automotive / Transportation

Practice Areas

Estate Planning & Probate

Family Office & Private Trust Companies

Mergers & Acquisitions

Non-Profit Law

Planning for High Net-Worth Families

Private Securities Offerings

Tax Law


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.

Admissions

  • State of Florida

Education

  • Ll.M in Taxation, University of Miami School of Law

  • J.D., University of Florida Levin College of Law

  • B.A., with Honors, University of Florida

Professional Associations & Memberships

  • Member, the Florida Bar

  • Member, the Florida Bar Real Property, Probate & Trust Law Section and Tax Advice & Controversy Section

  • Member, the American Bar Association (real Property, Trust & Estate Law Section and Taxation
    Section

Civic

  • Chair of The Board of Directors; Member, Executive Committee, and Chair of The Governance Committee, Central Florida Hillel

  • Board Member, Central Florida Estate Planning Council

Speaking Engagements

  • Speaker at Elder Law Section Annual Update & Hot Topics speaking about Opportunities and Challenges with Decanting Problem Trusts: an update on recent statutory changes to Florida’s decanting law providing more flexibility to fix problems trusts and Special Needs Trusts with issues.

  • Speaker at the National Business Institute on the topics of revocable living trusts, trusts used for tax reduction, grantor trusts, estate planning for the disabled and ethical considerations directed to attorneys, accountants, trust officers, financial planners and others.

  • The Probate Process from Start to Finish, Melbourne, Florida. Speaker at the National Business Institute for attorneys on topics related to spouse’s elective share, intestacy laws, litigating in probate court and closing the estate.

  • Handling Contributions and Tax Deductions, Orlando, Florida. Speaker at Continuing Legal Education course for attorneys on topics related to tax exempt organizations.

Publications

  • Refreshing Income Tax Basis Through the Use of Powers of Appointment and Lifetime Gifts/Sales, Daniel B. Harris & Javier Chipi, The Florida Bar Tax Section Bulletin, Vol. XXXV, No. 3.

  • Taxation of a Profits Interest in Partnership, Daniel B. Harris, The Florida Bar Tax Section Bulletin, Volume XXIX, No. 1.

  • Comments to Proposed Circular 230 Amendments, Daniel B. Harris & Michael A. Lampert, The Tax Section of The Florida Bar.

News & Insights

Super Lawyers

Four ShuffieldLowman Partners Named 2021 Super Lawyers and One Partner Named Rising Star

By William Lowman, Heidi Isenhart, Alexander Douglas, Stephanie Cook & Daniel Harris | June 25, 2021

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Succession Planning Design

How Will the New Normal Affect Organizational Culture

By Daniel Harris | Feb. 17, 2021

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Succession Planning Design

How Do I Protect Business Continuity if I, as The Owner Gets the Virus

By Daniel Harris | Feb. 17, 2021

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Succession Planning Design

What Should We Be Doing to Be Pro-Active if Something Like COVID-19 Happens Again

By Daniel Harris | Feb. 17, 2021

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Man and Women checking the list

What You Need to Know About PPP Loan Forgiveness: Additional SBA Guidance

By Daniel Harris | Oct. 5, 2020

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Jar Filled with money along with money and calculator on the table

IRA Planning Under the Secure Act: The Good, The Bad, and The Ugly

By Daniel Harris | Jan. 17, 2020

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Two people meeting with a businessman discussing estate

Decanting Trusts in Florida – When and How

By Daniel Harris | July 22, 2019

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Tax calculator

What the Tax Cut and Jobs Act Means for Your Estate Plan

By Daniel Harris | April 19, 2018

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granddaughter standing over two grandparents

Custodial IRAs for Your Child or Grandchild

By Daniel Harris | Sept. 2, 2015

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