Daniel T. Carlson
About Daniel
Biography
Daniel T. Carlson, Esq. is an Attorney in the Estate Planning and Probate Practice Group at Lane, Lane & Kelly, LLP, and practices exclusively in estate planning, trust and estate administration, trust and estate litigation, and tax. Daniel works closely with individuals and families to design and implement complex wealth planning strategies. From a multi-disciplinary approach, he advises clients in all aspects of estate planning, asset protection, long-term care planning, tax planning, charitable gift planning, and business succession planning. Daniel also represents fiduciaries in trust and estate administration matters
Prior to joining Lane, Lane & Kelly, LLP, Daniel worked as a litigation associate at firm in Boston, Massachusetts. There, he managed the firm's probate and family law cases. Daniel is actively involved in the community and a current member of the National Academy of Elder Law Attorneys.
Practice Areas
3
Practice Areas
Fees and Rates
Cost
Always
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in Massachusetts for 12 years
State: Massachusetts
Acquired: 2013
No misconduct found
Location
Lane, Lane & Kelly, LLP
836 Washington Street, Braintree, MA, 02184
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Daniel T. Carlson's Reviews
Avvo Review Score
6 Client Reviews
Showing 1 - 5 of 6 reviews
Posted by Chris | July 20, 2015 | Estate Planning
Estate Plan
I was referred to Daniel by another attorney for my estate planning matter. I had very specific tax related questions that Daniel was able to answer without any hesitation. He is intelligent, thorough and very down to earth. I will certainly meet with him again for any new legal work.
Posted by Andrew | July 20, 2015 | Estate Planning
estate planning
Dan provided cogent advice and guidance involving distribution of property; assistance with remortgaging a primary residence; and provided in depth analysis of tax consequences resulting from distribution of funds from a retirement trust.
Posted by Christine | July 14, 2015 | Trusts
Trust Review
I contacted Attorney Carlson to review a trust and advise me whether or not the document needed to be amended to accept additional assets. I am very happy with the outcome and very pleased with his professionalism and the quality of his work. He was on time, extremely knowledgeable, and he responded ...
Posted by David | July 12, 2015 | Estate Planning
Medicaid planning
I worked with Dan on my mother's estate plan and Dan was very clear in explaining his recommendations without a lot of legalese. I thought the process would be more complicated, but Dan made things very simple and it was all handled very quickly.
Posted by Andrew | January 07, 2015 | Estate Planning
Knowledgeable Attorney
I retained Attorney Carlson to draft estate planning documents after the birth of my second son. Daniel was extremely patient and addressed all of my questions in a sincere and professional manner. He took the time to explain some of the more detailed and complex issues in easy to understand terms, a...
Daniel T. Carlson's Lawyer Endorsements
"I wholeheartedly endorse this lawyer. Dan is a hardworking and highly intelligent attorney who focuses on his clients."
Employment and labor lawyer
Experience
Honors
2015
Certificate in Trust & Estate Planning, Foundation for Continuing Education, Inc.
2010
Merit Scholarship, Suffolk University Law School
2006
Merit Scholarship, University of New Hampshire
Work Experience
2015 - Present
Associate, Lane, Lane & Kelly, LLP
2013 - 2015
Associate, MacMurray & Associates
Associations
2015 - Present
Norfolk County Bar AssociationMember
2015 - Present
National Academy of Elder Law AttorneysMember
2013 - Present
Boston Bar AssociationMember
2013 - Present
Massachusetts Bar AssociationMember
2013 - Present
American Bar AssociationMember
Education
2013
JD - Juris Doctor
2010
BS - Bachelor of Science
Languages
English