Daniel Weiner

Daniel Weiner

5.0
Rating: 8.0

Licensed for 7 years

Probate Lawyer at San Diego, CA
Practice Areas: Probate, Trusts

402 W Broadway Suite 400 - B, San Diego, CA

About Daniel

Biography

Practice Areas

2

Practice Areas

Probate 50%

Probate Administration Managing a deceased person’s estate—validating the will, paying debts, and distributing assets to beneficiaries. Probate Litigation Handling disputes in probate, such as will contests or conflicts over executor action

8 years

50%
Trusts 50%

Trusts Litigation Resolving disputes between trustees and beneficiaries, including issues like breaches of fiduciary duty or distribution conflicts. Trust Administration Overseeing a trust—managing assets

50%

Fees and Rates

Cost

Free Consultation

$0 first 30 minutes


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in California for 7 years

State: California

Acquired: 2018

Active

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

5.0 /5.0

9 Client Reviews

5 star (9)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Scott | October 5, 2022 | Hired Attorney

This review is from a person who hired this attorney.

Exceptional Service

The whole team at Weiner Law provided us with exceptional service throughout the process of setting up our trust, power of attorney, healthcare directives and property transfer. They answered all of our questions, were patient with us while we took time to make key decisions, provided us timely respo...nses to our follow up questions and walked us through the entire process. Everyone was kind and friendly while also conscious and respectful of our time during this process. Daniel Weiner put together an excellent team of professionals dedicated to providing the legal products we needed in the most pleasant and efficient manner possible. Thank you Daniel, Miriam, Dana and team for everything.

Posted by Jeff | March 31, 2020 | Hired Attorney

This review is from a person who hired this attorney.

Comforting, professional, and high end service

Daniel helped us update our wills, healthcare directives, and set up three separate trusts. He was very easy to talk to, explained things in an understandable manner and both he and Miriam provided top notch service with quick responses and clear communication. I highly recommend.

Posted by Barbara | February 18, 2020 | Hired Attorney

This review is from a person who hired this attorney.

Amazing and personable!

Amazing and personable! Dan helped us with our trust and will. He made it simple, understandable and answered every silly question that we had. Dan is amazing!

Posted by Bob | October 23, 2019 | Hired Attorney

This review is from a person who hired this attorney.

It was time to set-up a Living Trust

I have been planning to set-up a Living Trust for a few years. I finally knew it was time to initiate the process to protect my wife and children, but did not know who to use or where to go to accomplish this. I began searching for a local attorney. I have never been part of any litigation or needed ...an attorney before. My first couple attempts found me telling myself that i will get back to the search later or ask a friend for a referral. I finally came across Dan Weiner in one my attempts to search and find the right attorney. What initially stood out was his education and Duke University. I have a lot of respect for Duke and my daughter visited Duke and almost went there. I called Dan and set-up a meeting to meet with my wife and me. We both were very impressed with his knowledge and preparation for the initial meeting. We also were impressed with his advice and warmth during this initial meeting. Dan had sent me a template so we had an accurate picture of where we were and our goals for this initial meeting. Dan gave us the advice on the specifics, and explained the intricacies of setting up the proper Living Trust and structure. Three weeks later Dan came to our house with a notary to finalize the Living Trust. My wife and I feel very lucky to have found Dan and quite honestly could not have found a better person and attorney to guide us through the process. So much so that I decided to share my experience and write a review. First ever. I would encourage you to begin the process if you are like me and know that you need to set up a Living Trust to protect your family. I highly recommend Dan and feel like I have a new friend and attorney.

Posted by Shekhar | August 12, 2019 | Hired Attorney

This review is from a person who hired this attorney.

Efficient, Empathic, Professional and Personable

Dan did a great job for us wrt our Will and Trust. This was an update on previous document - Dan was able to review what we had done before and upgrade that with many relevant suggestions -- all of which we incorporated in the final document. Dan took the effort to meet us in advance, understand ou...r specific needs, and customize the documents to reflect our very unique circumstances. While we were able to get all the work done by phone/email, for the final signing, he very conveniently visited us at home with a notary -- so we did not even have to step out of our home to get all the work done. We recommend him without any hesitation and will use him again in the future.

See All Client Reviews

Daniel Weiner's Lawyer Endorsements

Endorse Daniel
Leonard Abraham Bernstein headshot
Leonard Bernstein

Banking lawyer | Mar 11

Relationship: Co-worker

"I endorse this lawyer. Dan is high integrity and highly intelligent and he will work hard to remedy a client's issues."

View All Endorsements

No Endorsement Data Available Yet
This attorney hasn't created any attorney endorsements recently on Avvo.

Experience

Rating:  8.0 (Excellent)

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 Association

Member

2019 - Present

California Lawyers Association

Member

2007 - Present

Solicitors Regulation Authority

Solicitor 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

See More Legal Cases

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

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

Avvo Rating

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