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 addition, he studied International & Comparative law abroad in Costa Rica. Dan holds a Bachelor of Arts degree, with honors, from the University of Florida.