Daniel Yoon, Esq. Email and Phone Number
Daniel Yoon, Esq. work email
- Valid
- Valid
Daniel Yoon, Esq. personal email
- Valid
Daniel Yoon is a business, tax, and estate planning attorney specializing in the areas of wills and trusts, tax planning, estate planning, business planning, and business transaction. As an attorney, he helps the clients for their financial, business, tax savings, and estate planning needs including wills and trust set-up, business succession planning, tax reduction strategies, and estate and wealth transfer tax issues. He is familiar with wealth management, tax, estate planning documents such as wills, revocable and irrevocable trusts, other types of special trusts, power of attorney, medical directives, and asset transfer devices.He has much experience and knowledge about advanced markets in many aspects of tax and estate planning and business planning (executive bonus, NQDC, split dollar, key person, business succession plans, buy-sell agreement, and defined benefit plans).
-
Managing AttorneyThe Yoon Law Firm Apr 2018 - PresentGreater Seattle AreaDaniel is a reputable wills and trusts, estate planning, business and tax attorney in Greater Seattle area; his service covers a wide range of legal advice including estate planning documentations, probate, estate and income tax saving strategies, business formation, transaction, and succession planning, and real estate. He is a well-known public speaker and writer. Daniel has extensive experience in counseling affluent individuals and business owners and has positioned him as a valued resource for professionals practicing in the estate, business and succession planning markets. Daniel brings a creative and thoughtful approach to identifying and implementing sophisticated solutions for estate and business planning clients and prospects; and, a technical expertise in estate and business planning concepts and documents. -
Corporate Vice President - Advanced Planning ConsultantNew York Life Insurance Company Oct 2015 - Feb 2018Daniel is a respected and skilled consultant; and, is recognized as an accomplished speaker and writer. Daniel’s collaborative and practical style of counseling affluent individuals and business owners has positioned him as a valued resource for professionals practicing in the estate, business and succession planning markets. Daniel brings a creative and thoughtful approach to identifying and implementing sophisticated, insurance-based solutions for estate and business planning clients and prospects; and, a technical expertise in estate and business planning concepts and documents. -
Attorney At LawKhl & Associates, Pllc Apr 2012 - Oct 2015Annandale, Virginia* Practicing law specializing in estate planning, and tax, and business succession planning* Consulting clients on legal issues with regard to advanced planning, wealth management, and investments* Drafted estate planning documents such as revocable trusts, QTIP, ILITs, GRATs, IDGTs, etc.
-
Advanced Markets SpecialistMetlife Oct 2012 - Dec 2012Lake Success, New York* Supported financial representatives for their advanced financial planning cases including estate, business, retirement, and tax planning* Provided field supports for financial reps including joint client fact-finding interview, case design, sales and closing interview* Educated financial reps about advanced planning concepts and developed advanced planning marketing plans -
PartnerNew York Life Insurance Company Feb 2010 - Oct 2012Vienna, Virginia* Recruiting, developing, and coaching a team of financial reps to achieve individual and team performance goals * Taught the agents how to market and prospect estate, business, and retirement planning clients* Interviewed and recruited new and experienced financial services professionals* Designed strategic marketing plans for the team and individual financial professionals -
Financial Services ProfessionalNew York Life Insurance Company Feb 2006 - Jan 2010Fairfax, Virginia* Prospected and marketed advanced and high net worth clients and handled many advanced planning cases* Performed client interviews, worked on financial needs analysis, and designed financial planning cases* Much experience in advanced cases such as estate planning, executive bonus, NQDC, buy-sell, key person, etc.* Developed excellent skills in prospecting, interviewing, fact-finding, case designing, counseling, and closing cases* Recognized as an Executive Council member for 3 consecutive years before promoted to Partner -
Senior Secretary For A CongressmanNational Assembly Of Korea Feb 2003 - Dec 2003Seoul, Korea* Led a team of secretaries as a Chief Secretary in assisting Mr. Lee’s legislative activities* Responsible for planning, research, policy analysis, and legislation* Major writer for Mr. Lee’s speeches, publications, media articles, and interviews
-
Assistant EditorThe Korea Daily Mar 1999 - Jun 2002Los Angeles, California* Covered Korean and American politics, finance and economy news* Covered major Korean-American public and civil organizations including Korean Consulate General, Korean Cultural Center in Los Angeles* Worked as a correspondent for the newspaper’s headquarters in Seoul -
ReporterJoongang Ilbo Sep 1990 - Feb 1999Seoul, Korea* Worked in National, Politics, International, Business and Economy, and Editing Desks* Covered thousands of news stories including major political, economic, international, and social events* Notable news coverage and interviewees – US Presidential Election (2000, Austin, TX), Korean Presidential Elections, Asian Financial Crisis (1997), Bill Gates (Chairman, Microsoft), Kun-Hee Lee (Chairman, Samsung), etc.
Daniel Yoon, Esq. Skills
Daniel Yoon, Esq. Education Details
-
Political Science (International Relations)
Frequently Asked Questions about Daniel Yoon, Esq.
What company does Daniel Yoon, Esq. work for?
Daniel Yoon, Esq. works for The Yoon Law Firm
What is Daniel Yoon, Esq.'s role at the current company?
Daniel Yoon, Esq.'s current role is Managing Attorney at THE YOON LAW FIRM, PLLC.
What is Daniel Yoon, Esq.'s email address?
Daniel Yoon, Esq.'s email address is da****@****ail.com
What schools did Daniel Yoon, Esq. attend?
Daniel Yoon, Esq. attended The Catholic University Of America, Columbus School Of Law, Seoul National University.
What are some of Daniel Yoon, Esq.'s interests?
Daniel Yoon, Esq. has interest in Politics, Civil Rights And Social Action, Education, Environment, Human Rights, Arts And Culture, Health.
What skills is Daniel Yoon, Esq. known for?
Daniel Yoon, Esq. has skills like Estate Planning, Wealth Management, Insurance, Investments, Business Planning, Personal Tax Planning, Corporate Governance, Business Tax Planning, Corporate Law, Finance, Retirement Planning, Financial Services.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial