Dan guarantees his advance work will save time, money and family harmony. Your clients -- and your work deserve nothing less.

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Trust & Estate Attorneys

Dan is an easy choice where your client has no candidate in the family, or simply wants to avoid an institutional trustee. Dan also is a competitive candidate for other clients. Having successfully administered through difficult situations in a range of trust types, Dan has developed a unique preparedness program.
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Financial Advisors

Dan is experienced in administering 503 (g) and alimony trusts in an impartial, efficient and successful way. His feedback on structuring and how to efficiently administer these trusts saves you time and trouble – even recommending alternatives to a trust as appropriate. Of course, Dan can also replace your clients’ soon-to-be ex
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Family Law Attorneys

Dan is experienced in administering 503 (g) and alimony trusts in an impartial, efficient and successful way. His feedback on structuring and how to efficiently administer these trusts saves you time and trouble – even recommending alternatives to a trust as appropriate.
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Dan guarantees his advance work will save time, money and family harmony. Your clients -- and your work deserve nothing less.

Call Dan or fill out the form to schedule an appointment now.

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