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For nearly a decade, Dan has served clients in a wide variety of legal matters, including business formation, contract disputes, tax exemption, family, criminal, juvenile, personal injury, real estate, consumer, bankruptcy, probate and estate planning. His clients have included individuals, businesses and exempt organizations. Additionally, Dan has worked with the Financial Industry Regulatory Authority, regulating trading on major U.S. equities exchanges. He enjoys skiing, sailing, cycling, travel and spending time with his wife and baby.
Trust attorneys help individuals and families create and administer trusts for asset protection, tax planning, and wealth transfer. Common matters include trust creation, trust administration, trust disputes, special needs trusts.