Daniel Yoon, Esq. Email & Phone Number

Greater Seattle Area

Daniel 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.

Daniel 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.

Annandale, 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.

Lake 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

Vienna, 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

Fairfax, 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

Seoul, 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

Los 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

Seoul, 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.

Juris Doctor, Law

B.A., Political Science (International Relations)