Practice Areas
Planning to safeguard your legacy, protect your loved ones, and honor your wishes for generations to come.
Estate Planning
Special Needs Planning
Special needs planning considers each loved one’s unique circumstances, financial requirements, and long-term care needs. Tools such as ABLE accounts, special needs trusts and powers of attorney can preserve means-tested and public benefits and provide you with the peace of mind that your loved one with special needs will be cared for and supported even when you are no longer able to do so.
Real Estate and Business Planning
Daniel will learn your goals and will place your real estate and businesses into the right entities to protect your assets and prepare smooth succession plans. Daniel also will walk you through the tax consequences of transferring real property among family members. Your real estate and business planning may involve Land Trusts, 1031 Exchanges, Delaware Statutory Trusts, and other strategies.
Asset Protection
Daniel takes asset protection to another level in his passion to protect your nest egg from shake-down lawsuits. Daniel will review your assets and risks and layer asset protection tools to bring you peace of mind about your future and the future of your loved ones. Asset protection includes leveraging state exemptions like the homestead exemption, using business entities, and establishing advanced tools like Domestic Asset Protection Trusts, Foreign Asset Protection Trusts, California Private Retirement Plans.
Probate and Trust Administration
When a loved one dies, the process of managing the estate can be overwhelming and stressful. Daniel will listen to your needs, analyze the estate, and determine how to most efficiently handle the tasks that must be done. Daniel will bring you peace of mind and resolution by guiding you through the process of a probate proceeding or trust administration. Daniel will also work with you to resolve issues involving a small estate or difficult asset to manage.