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Henry Daniel Lively

Also known as Dan Lively
Henry Daniel Lively

9.4

Superb

Experience 5.0 star rating
Industry Recognition 4.0 star rating
Professional Conduct 5.0 star rating

Find out more about the Avvo Rating

Average Client Rating

5.0 star rating 2 reviews
Former client? Write a review

Endorsements

3 endorsements

Lawyers: Endorse this lawyer

Overview

Practice Areas
  • 50% Tax
    12 years, 500 cases
  • 50% Estate Planning
    12 years, 275 cases

Fees & Payments

Fees

  • Fixed (Sometimes)
  • Free Consultation (30 minutes)

Payment types

Check, Credit Card, Cash

Contact Information
  • Address registered with state bar
    3070 Bristol St Ste 660
    Costa Mesa, CA 92626
    Office: 714-708-●●●● - show
    View map

Languages
  • English
  • Spanish

About Me

Photos (1)

Videos (0)

About me: Dan is certified by the State Bar of California Board of Legal Specialization as a Certified Legal Specialist in Taxation, a designation earned by less than... more

View all 1 photo

References

Client Reviews

Average Client Rating

5.0 star rating 2 reviews
Former client? Write a review
5 star rating

“A Good Attorney Can Be Hard To Find”

Posted by: Edward, 2009-10-12 about 1 month ago. Flag as objectionable

Client Review: Mr. Lively's services were engaged for representation on an income tax audit which is currently ongoing. Mr. Lively's knowledge of the Internal... more
5 star rating

“Dan Lively does a great job”

Posted by: Mike, 2009-10-11 about 1 month ago. Flag as objectionable

Client Review: We have used Lively & Assoc for many years. He set up our corporation and has helped us with legal matters since. He also does our corporate tax... more

Endorsements

Endorsements

3 endorsements

Lawyers: Endorse this lawyer
Mark Allen Ziebold

I have known Dan for several years now and he is always a great resource on tax controversy issues. I highly recommend him as an attorney.

Endorsement from lawyer: Mark Ziebold , Newport Beach (CA), 10 days ago
William Martin Burbank

I endorse this lawyer's work.

Endorsement from lawyer: William Burbank , Fullerton (CA), 13 days ago
View all 3 endorsements

Résumé

Licenses
  • 12 years since Henry Daniel Lively was first licensed to practice law in CA.

See license details

We have not found any instances of professional misconduct for this lawyer.

Work Experience
Position Duration
Tax Attorney at The Lively Law Group, PC 1998–present
Adjunct Professor at Whittier Law School 2009–present
See all 6 job entries

Education
School Major Degree Graduated
Chapman University School of Law Tax Law LL.M - Master of Laws 2006
Western State University College of Law Law law 1997
See all 3 degrees

Awards
Award Name Granting Organization Date
Super Lawyer - Star Search Credential Super Lawyers 2008
Cal Jur Award – Partnership Tax Bancroft-Whitney 2006
See all 8 awards

Associations
Position Association Name Duration
Tax, and trust and estate committee American Bar Association 1997–present
Member State Bar of California 1997–present
See all 9 association entries

Portfolio

Avvo Answers
Avvo Contribution: Contributor Level 7
Question: My father died pennyless, on Medicaid, no home,...
Henry's answer: I agree with the other attorneys. However, a power of attorney is revoked upon death. How did your... more
View all 399 answered questions

Publications
Article Publication Date
What Deduction is Allowed for Home Mortgage Interest Taxing Advice 2009
Private Annuity Trusts are Dead Apartment Journal 2007
See all 4 publications

Speaking Engagements
Speaking Engagement Name Conference Date
Tax Law Changes for 2009 Good, Bad, & Ulgy Tax Law Changes for 2009 2009
Advanced Estate Planning Techniques Advanced Estate Planning Techniques 2008
See all 6 speaking engagements