Dan focuses his practice on complex estate, tax, and business planning for high-net-worth and ultra-high-net-worth individuals and families. He brings deep experience in structuring and drafting sophisticated estate planning instruments, including grantor and non-grantor irrevocable trusts, defined value clause gifting strategies, and governing documents for pass-through and nonprofit entities. Dan was previously an attorney with a large international law firm and a boutique estate planning law firm where he played a key role in advising clients on generational asset transfers that included closely held business entities and carried interests, trust and fiduciary litigation matters, and strategies to reduce estate and income tax exposure resulting in multimillion-dollar tax savings.

Dan earned his J.D. from Wake Forrest University School of Law, where he received the Dean’s Scholarship, served as the Executive Online Editor for the Wake Forest Journal of Law and Policy, and participated in the Wake Forest Elder Law Clinic. Dan was also a Martin Luther King, Jr. scholar intern as part of the Medical-Legal Partnership with Legal Aid of North Carolina. Dan received his B.A. in Political Science, summa cum laude from Rowan University. While at Rowan University, Dan swam on the NCAA Division III swimming team and won an All-Academic Honorable Mention from the New Jersey Athletic Conference.