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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 11 - 15 of 40 reviews
Posted by Isaac | April 01, 2024 | Hired Attorney
Trust
Very knowledgeable about his subject. He took the time to understand my needs and clarify my doubts. We thoroughly reviewed the document until I was satisfied with the result. Highly recommended.
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 Gilbert | March 06, 2024 | Hired Attorney | Estate Planning
Clear and balanced guidance and advice
This specialized area of wills and trusts and structures is subject to many unknowns on the part of the client. I am a new US resident and the help Mr Daniel Coriat gave me was tremendous. He clearly explained the multiple alternatives on a sliding scale (literally) of risk vs protection. Of cou...
Posted by Madalyn | February 21, 2024 | Hired Attorney | Estate Planning
Exceptional
"Exceptional estate planning attorney! Knowledgeable, attentive, and guided me through the process seamlessly. Highly recommend for their expertise and professionalism."
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...
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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
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2019
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2018
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2017
English
Spanish