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Daniel Weiner
About Daniel
Biography
Daniel Weiner is a US licensed attorney, based in San Diego, who provides trust administration and probate services to families and individuals across California. Dan guides his clients through the often confusing maze of financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. His practice focuses on probate administration & litigation, estate tax minimization, special needs planning and Medi-Cal asset protection planning.
San Diego Probate Attorneys
402 W Broadway Suite 400 - B
San Diego, CA 92101
Practice Areas
2
Practice Areas
Probate
50%
8 years
Fees and Rates
Cost
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in California for 7 years
State: California
Acquired: 2018
No misconduct found
Location
San Diego Probate Attorneys
402 W Broadway Suite 400 - B, San Diego, CA, 92101
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Daniel Weiner's Reviews
Avvo Review Score
10 Client Reviews
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Practice Areas
Showing 1 - 1 of 1 review | Business
Posted by James | March 22, 2019 | Hired Attorney | Business
General Counsel and Director, IDT Financial Services Limited
I had the pleasure of working with Dan, in my capacity as General Counsel at IDT. He became our go-to lawyer for our commercial work, in particular, partnership agreements in the financial services space. He has a very strong knowledge of the law, coupled with an intuitive business sense - this allow...
Daniel Weiner's Lawyer Endorsements
"I endorse this lawyer. Dan is high integrity and highly intelligent and he will work hard to remedy a client's issues."
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Experience
Honors
2021
LEADERS IN LAW 2021 (FINALIST), LEADERS IN LAW
2019
AVVO’S CLIENT CHOICE AWARD 2019, AVVO
Work Experience
2018 - Present
Owner, San Diego Probate Attorneys
2017 - 2018
Of Counsel, Orrick, Herrington, Suitcliffe, LLP
2014 - 2017
Senior Associate, Reed Smith
2007 - 2014
Associate, Freshfields Bruckhaus Deringer
Associations
2019 - Present
San Diego Bar AssociationMember
2019 - Present
California Lawyers AssociationMember
2007 - Present
Solicitors Regulation AuthoritySolicitor of the Senior Courts of England and Wales
Sample of Legal Cases
Advised the Bank of England on post financial crisis regulatory measures
Advised Fintech startups on legal and regulatory issues, including drafting contractual documentation
Advised cryptocurrency issuers on legal and regulatory issues
Advised HSBC in connection with an investigation by the UK regulator
Education
2005
Duke University School of Law
LL.M - Master of Laws
2003
Birmingham Law School (England)
LL.B - Bachelor of Laws
Speaking Engagements
2019
Wills & Trusts 101: Keep Your Family Out of Court & Conflict
Estate Planning
2019
Will & Trusts 101: Keep Your Family Out of Court and Conflict
Estate Planning
2019
Guardian Nomination & Estate Planning 101
Estate Planning
2016
Bank of Cyprus
Mortgage regulation: impact of the new mortgage conduct of business rules
2015
Bank of Cyprus
The new UK Senior Managers Regime: impact on bank directors.
2012
Barclays Capital
Global Custody: Legal and Regulatory Developments.
Publications
2020
San Diego Union Tribune
Health privacy laws are complex. Here’s how to protect yourself and your loved ones.
2018
International Financial Law Review
The Regulation of Virtual Currencies Poses a Number of Practical Questions
2018
LexisNexis publication
12 consumer finance practice notes (co-author)
2017
LexisNexis publication
12 consumer finance practice notes (co-author)
2016
LexisNexis publication
Various consumer finance practice notes
2016
LexisNexis publication
12 consumer finance practice notes (co-author)
2016
Lexology
The Impact of Brexit on Debt Capital Markets (co-author)
2015
The International Capital Markets Review
Contributor
2014
Financier Worldwide Magazine
Depositary liability and prime broker segregation (co-author)
Languages
English
Activity
Legal Answers
Legal Answers
Q&A
Can I sue someone for selling me a washer and dryer that doesn’t work ?
16 Apr 2019
Q&A
Can I lose child custody due to my job?
16 Apr 2019
Q&A
What can I do if the car dealership doesn't give what was promised to me?
16 Apr 2019