E-Mail: [email protected]
Practice Areas: Estate Planning & Probate, Tax Advice & Controversy, Planning for High Net Worth Families with Closely Held Business, Corporate Law, Non-Profit Law
Starting his law career as a legal assistant with the Eighth Judicial Circuit’s Probate Division in Gainesville, Florida gave Daniel (Dan) a detailed estate planning knowledge from the perspective of judicial proceedings. He uses this knowledge, and his LL.M. in Taxation, to ensure success on behalf of his clients in the areas of complex estate planning, probate, corporate law, high net worth family planning, tax planning, charitable planning, and non-profit law. Dan 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 vehicles 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 enjoys building a unique plan that addresses the family’s complex needs, all while being able to explain the big picture in a way that the client will understand easily and for years to come. Dan also has extensive experience working with high net worth families to create Florida 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.
A graduate of the University of Florida Levin College of Law, Dan earned 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. In law school, Dan was a member of the Trusts & Estates Law Society, Environmental & Land Use Society, Jewish Law Students Association, John Marshall Bar Association, and served as a Student Panel Assistant for the Public Interest Environmental Conference. In addition, he studied International & Comparative law abroad in Costa Rica. Dan holds a Bachelor of Arts degree, with honors, from the University of Florida. 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.
Admitted to bar, 2011, Florida
University of Florida (B.A., with honors, in Criminology, 2008);
University of Florida Levin College of Law (J.D., 2011);
University of Miami School of Law (LL.M. in Taxation, 2012).
The Florida Bar (Member, Real Property, Probate & Trust Law Section and Tax Advice & Controversy Section);
The American Bar Association (Member, Section of Real Property, Trust & Estate Law and Section of Taxation)
Central Florida Hillel (Vice-Chair, Board of Directors; Member, Executive Committee; and Chair of: Governance, Nominations, and Human Resources Committees);
Central Florida Estate Planning Committee, Board Member.
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 (Fall, 2018).
Taxation of a Profits Interest in Partnership, Daniel B. Harris, The Florida Bar Tax Section Bulletin, Volume XXIX, No. 1 (Winter, 2013).
Comments to Proposed Circular 230 Amendments, Daniel B. Harris & Michael A. Lampert, The Tax Section of The Florida Bar (November 2012).
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. January 2019.
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. December, 2014.
The Probate Process from Start to Finish, Melbourne, Florida, November 2013 and May 2014. 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, June 2013. Speaker at Continuing Legal Education course for attorneys on topics related to tax exempt organizations.