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Bluntly put, I am passionate about preventing others going through what I went.
Estimates from the American Bar Association indicate that over 60% of the population is without proper estate planning. Five years ago I was one of them. Then lightning struck my family. Cancer claimed my wife's life when she was only 49. The notion of incapacity, and eventually mortality, became all too real - while being woefully unprepared.
I now help families and individuals plan for possible incapacity and eventual passing. I do it with a unique perspective - one I wish I never had, but now leverage for the benefit of others. I help my clients think about their legacies, financial and otherwise, and help protect and convey them to descendants in the most tax efficient and meaningful way possible. I am also one of a handful of attorneys licensed in South Florida by the Purposeful Planning Institute to create Purposeful Trusts: the inclusion of core values and deeply held beliefs as part and parcel of the estate planning documents.
I have over 25 years of experience in patient advocacy, litigation, public affairs, and communications. I am licensed to practice law in Florida and California, and am a member of the Wealth Counsel Network, a platform designed for solo practitioners to enable servicing any type of client, regardless of net worth, complexity of asset allocation, or family composition.
I hold an MBA, and have been certified by the Society of Certified Senior Advisors (CSA)®, a designation that indicates a strong foundation of knowledge regarding the unique health, social, and financial issues related to aging.
4
Practice Areas
10 years | 60 cases
10 years | 60 cases
10 years | 60 cases
23 years | 65 cases
We have not found any cost information for this lawyer
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Chat withState: Florida
Acquired: 2006
No misconduct found
State: California
Acquired: 2002
No misconduct found
2345 NE 197th St., Miami, FL, 33180
Since some clients have mobility issues, I go to their residences or places of their choice, South, FL, 33160
40 Client Reviews
Showing 6 - 10 of 14 reviews | Practice Area Knowledge
Posted by Jairo | March 27, 2024 | Hired Attorney | Trusts
Estate planning and will
Dear Daniel, I am delighted to express my greatest gratitude for the outstanding work you performed in creating my trust will. Your talent, professionalism, and meticulously organized approach were truly remarkable. Furthermore, I greatly appreciate the clarity and simplicity with which you presen...
Posted by Sierra | October 20, 2023 | Hired Attorney | Estate Planning
Outstanding
Working with Daniel to set up my trust was an absolute pleasure. He exceeded all expectations in crafting a tailored trust that precisely met my needs. His meticulous attention to detail and clear explanations made the process seamless. Daniel was not only highly professional but also readily availab...
Posted by Inés | October 19, 2023 | Hired Attorney | Trusts
Exceptional Will and Trust Attorney
I had the pleasure of working with Daniel to create a living trust for our family. His expertise in wills and trusts is truly commendable. What stood out the most was his patience in explaining every detail of the process, making sure we understood every aspect. Being bilingual in Spanish and English...
Posted by Tamara | September 29, 2023 | Hired Attorney | Estate Planning
Highly Professional and Personalized Estate Planning
Our experience working with Daniel for our estate planning needs was outstanding. He was very professional, took the time to understand our requirements, designed a solution personalized for us, and patiently explained each step of the process. Daniel's level of attentiveness throughout the entire pr...
Posted by Marlene and Armin Torres | December 09, 2022 | Hired Attorney | Estate Planning
Estate planning and incapacity documents
Daniel was very professional . He answered all of our questions and completed our estate planning in no time. We recommend him highly for all your legal documents for your family .
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2016 - Present
Principal, Strategic Advocates LLC
2008 - 2016
Public Affairs Region Head, Novartis Pharmaceuticals Corporation
2006 - 2008
Associate, Greenberg Taurig
2002 - 2006
Associate, Dewey Ballantine
1992 - 1999
Director Invention Management Program, Arthur D. Little, Inc.
2016 - Present
Society of Certified Senior AdvisorsCertified Senior Advisor
2002
Doctor of Jurisprudence/Juris Doctor
1991
Master of Intellectual Property
1989
MBA - Master of Business Administration
2018
2018
2018
2017
2017
2019
2019
2018
2017
2017
2017
2017
2017
English
Spanish