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Daniel D Kopman

Daniel D Kopman

Practice areas:

Estate Planning, Tax, Litigation, Business, Trusts

About Me

Daniel D. Kopman JD CPA RIA was licensed as a California CPA in 1987 and has been licensed and practicing as legal counsel for 20 years. He has worked with major international law and accounting firms and similarly with regional and local firms, affording him a expansive breadth of experience many practitioners do not possess. Mr. Kopman brings a substantial amount of business, financial and legal experience to the table when advising clients on complex business, estate planning and succession matters resulting in cost-effective and positive results. Mr. Kopman is also a California registered investment adviser and holds a California life insurance license. 

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Practice Areas

Licensed since 1992

  1. Estate Planning: 35%
    23 years
  2. Litigation: 20%
    23 years
  3. Tax: 20%
    23 years
  4. Business: 15%
    23 years
  5. Trusts: 10%
    23 years

Payment

Fees:

Free Consultation (20 minutes)

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Contact Info

1278 Glenneyre Street
Suite No. 304
Laguna Beach, CA, 92651

Resume

License

StateStatusAcquiredUpdated
CAActive199205/20/2015

Professional Misconduct

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

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Awarded "TEP" Credential for Estate PlanningSociety of Trust and Estate Professionals (STEP)2011
Honoraria Arbitrator-Chair NYSE|NASAQ DIspute ResolutionFinancial Industry Regulatory Authority (FINRA)2004
Most Frequently Selected Mediator (3-way tie)United State Bankruprty Court (CDCA)2002
Rated "Distinguished" - BVMartindale-Hubbell1999

Work Experience

TitleCompany NameDuration
PrincipalKopman Law Advisors1992 - Present
Certified Public Accountant/ConsultantArthur Andersen & Co./PriceWaterhouseCoopers1985 - 1992

Associations

Association NamePosition NameDuration
American Bar AssociationReal Property and Probate SectionN/A
Los Angeles County Bar AssociationN/AN/A
William P. Gray Legion Lex American Inn of CourtN/AN/A
Peter M. Elliott American Inn of CourtN/AN/A
California Society of CPA'sN/AN/A
American Institute of CPA'sN/AN/A
Robert A. Banyard American Inn of Court, Orange County ChapterN/AN/A
Orange County Bar AssociationTrusts, Probate and EstatesN/A
Orange County Estate Planning CouncilN/AN/A
Society of Trust and Estate PractitionersCertified TEPN/A

Legal Cases

Case NameOutcome
Kellogg v Curtis (1999) 73 Cal. App.4th 492Appeallate court affirmed Trial court in favor of Respondent

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Publications

Publication NameTitleDate
Website BlogrollSee All Blog Posts in Chronological Order2014
Los Angeles County Bar JournalTax Relief or Much Ado About Nothing2001

Education

School NameMajorDegreeGraduated
Loyola Law SchoolJuris Doctorlaw1992
Univ of Southern CalifBusiness Administration/Accountingundergraduate1985

Speaking Engagements

Conference NameTitleDate
Annual Symposium on Fraud and White Collar CrimeFraud and White Collar Crime2001