Partner
CurrentPartner practicing within the Estate Planning & Probate, Corporate Law, Tax Advice & Controversy, Planning for High Net Worth Families with Closely Held Business, and Non-Profit Law groups
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@shuffieldlowman.com
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Daniel Harris is listed as Partner at ShuffieldLowman at Shuffield, Lowman & Wilson, P.A., based in Orlando, Florida, United States. AeroLeads shows a work email signal at shuffieldlowman.com and a matched LinkedIn profile for Daniel Harris.
Daniel Harris previously worked as Partner at Shuffield, Lowman & Wilson, P.A. and Member Board of Trustees at Top Jewish Foundation. Daniel Harris holds Juris Doctor, Law from University Of Florida - Fredric G. Levin College Of Law.
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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.
Listed skills include Tax Law, Planning, and Estate Planning.
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Orlando, Fl, Us
Partner practicing within the Estate Planning & Probate, Corporate Law, Tax Advice & Controversy, Planning for High Net Worth Families with Closely Held Business, and Non-Profit Law groups
Tampa, Florida, Us
Member of the Board of Trustees for TOP (originally Tampa Orlando Pinellas) Jewish Foundation, Inc.. TOP offers both philanthropic consulting and investment management services, partnering with the Jewish community to meet their philanthropic goals. With a values-driven model, TOP continues to grow and develop, now serving several communities in Florida and donors nationwide.
Oviedo, Fl, Us
Providing services to Jewish students throughout the central Florida area, including at The University of Central Florida, including Shabbat dinners and services, social events and programs, Birthright, Masa and OnWard Israel trips, and opportunities to give back and connect to each other, to their schools, and to the greater Jewish community.
Conducted legal research and wrote memoranda concerning: proper allocation of Estate taxes pursuant to $14 million contested estate; valuation discounts such as Minority Interest discount, Lack of Marketability discount, Key Employee discount and discount for Built-In Capital Gains for closely held stock used to support taxpayer position in IRS Appeals of Gift Tax Audit.Drafted fiduciary financial accounting for a consolidated $14 million contested estate and trust.Drafted irrevocable trusts and counseled clients regarding such. Counseled client regarding necessary estate planning documents and drafted such.Drafted f433-A (OIC), f656, and f656-A for Offer in Compromise proposal and updated Offer in Compromise checklist.Participated in meetings with and counseled clients regarding the Offer in Compromise process, supporting documentation, and necessary forms involved with submitting an offer.
Reviewed active probate and guardianship case files for legal issues.Conducted legal research and wrote memoranda concerning case law and statutory requirements, assisted with drafting of judicial orders.Reviewed and updated probate and guardianship checklists.
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Daniel Harris works for Shuffield, Lowman & Wilson, P.A..
Daniel Harris is listed as Partner at ShuffieldLowman at Shuffield, Lowman & Wilson, P.A..
AeroLeads has found 1 work email signal at @shuffieldlowman.com for Daniel Harris at Shuffield, Lowman & Wilson, P.A..
Daniel Harris is based in Orlando, Florida, United States while working with Shuffield, Lowman & Wilson, P.A..
Daniel Harris has worked for Shuffield, Lowman & Wilson, P.A., Top Jewish Foundation, Central Florida Hillel, The Law Offices Of Taso M. Milonas, P.A., and 8Th Judicial Circuit, Florida.
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Daniel Harris holds Juris Doctor, Law from University Of Florida - Fredric G. Levin College Of Law.
Daniel Harris is listed with skills including Tax Law, Planning, and Estate Planning.
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