Your Clients Deserve The Best
Dan promises his preliminary work will promote family peace, save time and money. Nothing less is acceptable for your clients and your work.
Dan is the one to call for your clients who have been derailed by bad administration, or the threat of litigation. He’s succeeded in getting many families and their trusts back on track. Dan’s experience also supports your clients’ efforts to avoid family trust crises. In fact, his unique preparation program completes the implementation of your vision and work on behalf of your clients.
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.
Financial Professionals
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
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.
Chat with a professional trustee?
Send Dan a message or call him to schedule an appointment today.
GENERAL INFO
