PRACTICESTrusts & Estates
Foundational Estate Planning
Trust and Estate Administration
Trusts & Estates Litigation
- Golden Gate University School of Law, LL.M., Taxation
- Golden Gate University School of Law, J.D.
- University of California, Berkeley, B.A.
Tel: (650) 327-4200V-Card
Dan practices in the firm’s Trusts and Estates Group.Over the years, Dan has represented a diverse set of clients in Silicon Valley, including high-tech entrepreneurs, executives, closely-held business owners, and their families. Dan has extensive experience assisting clients with their wealth transfer planning, using irrevocable trusts and entities, such as GRATs, IDGTs, LLCs, ILITs, and CRTs, in minimizing estate, gift, and generation skipping taxes, and implementing their other nontax objectives. Dan also assists clients with their foundational estate planning, using revocable trusts, wills, powers of attorney, health care directives, etc., in planning for incapacity and death. Additionally, Dan has experience representing fiduciaries in the administration of trusts and estates, including counseling them in the context of disputes, if and when they arise.
During law school, Dan was Associate Editor of the Law Review and Co-Author of published Note “The Limits of Deference: The Ninth Circuit Rejects EEOC Guidelines On English-Only Rules in the Workplace – Garcia v. Spun Steak”, as well as receiving the Taxation Award. After graduating from law school, Dan was employed for three years as a staff attorney at the Ninth Circuit Court of Appeals where he worked closely with the judges on that prestigious bench in the disposition of cases being heard before it.
Dan also worked in a private bank for five years, where he and his business partners had the privilege of serving a handful of the bank’s most highly-valued families. As a result of their success, the bank adopted many aspects of their client service model when it built its family wealth group and then rolled it out nationally.
Dan is a former board member of the Boys and Girls Club and the Legal Aid Society of San Mateo.