Daniel Loftus Email & Phone Number

Boston, MA, US

Toronto, Ontario, CA

- Provide trust, estate and charitable solutions for high net worth clients. - Review trust documentation in connection with onboarding high net worth clients for trust services.- Sell trust services to high net worth clients. - Review trust and estate documentation with clients in connection with long-term financial goals

Wellesley, MA, US

• Drafted estate planning documents including wills, revocable and irrevocable trusts, durable powers of attorney, and health care proxies.
• Fiduciary administration and accounting of revocable and irrevocable trusts. Worked with trustees and beneficiaries to maximize long term appreciation while providing distributions of income for beneficiaries.
• Prepared estate tax planning projections and strategies in connection with reducing client’s estate tax liability and long-term asset management strategies.
• Prepared income tax planning projections and strategies in connection with reducing client’s income tax liability and long-term asset management strategies.
• Prepared sophisticated personal and fiduciary income tax returns, gift tax returns and federal and state estate tax returns.

Waltham, MA, US

• Drafted Private Letter Ruling Requests concerning various tax matters including late portability elections and qualified subchapter S elections.
• Prepared sophisticated personal and fiduciary income tax returns, gift tax returns and federal and state estate tax returns
• Assisted clients with various matters in connection with demands and notices from the Internal Revenue Service and the Massachusetts Department of Revenue as well as in developing wealth transfer strategies.
• Develop approaches for amending or optimizing existing irrevocable trusts using decanting, non-judicial settlement agreements and trust reformation proceedings
• Represent clients before the Internal Revenue Service in examinations of complex estate, gift and generation-skipping transfer tax returns

Storrs, CT, US

Worked directly with low income taxpayers, assisting them with tax deficiencies and judgments levied against them by the Internal Revenue Service. Conducted research on Internal Revenue manual standards. Represented clients and prepared offers in compromises on their behalf.

Hamilton, Bermuda, BM

Handled claims files and conducted legal research for Medical Malpractice, Errors and Omissions, Directors and Officers, and Employment departments. Assisted and provided support for corporate attorneys. Drafted Notice of Potential Claim and Reservation of Rights letters.

Conducted legal research on zoning ordinances, city laws, as well as state and federal laws for judicial proceedings. Drafted motions and prepared interoffice memos for attorneys. Attended and observed multiple court conferences.

Juris Doctor, Law

Bachelor Of Arts, History

History