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Charles W. Daff
About Charles
Practice Areas
1
Practice Area
Fees and Rates
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Chat withLicenses
Licensed in California for 11 years
State: California
Acquired: 2014
No misconduct found
Location
Law Office of Charles W. Daff
19200 Von Karman Avenue, Suite 400, Irvine, CA, 92612
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Experience
Honors
2020
Super Lawyers Rising Star, Super Lawyers
2018
Certified Specialist - Estate Planning, Trust & Probate Law, State Bar of California
Work Experience
2020 - Present
Attorney, Law Office of Charles W. Daff
2019 - 2020
Attorney, Snell & Wilmer, L.P.
2018 - 2019
Attorney, Dorsey & Whitney, LLP
2017 - 2018
Attorney, Gaw Van Male
2016 - 2017
Attorney, Estate Plan, Inc.
2015 - 2016
Trust Administrative Officer, U.S. Trust, Bank of America Private Wealth Management
2013 - 2015
Attorney, Estate Plan, Inc.
2012 - 2012
Judicial Extern, The Honorable Scott C. Clarkson
2012 - 2012
Judicial Extern, The Honorable Meredith A. Jury
2011 - 2011
Legal Intern, U.S. Deparment Of Justice
Associations
2019 - Present
Orange County Estate Planning CouncilMember
2019 - Present
California Society of Certified Public AccountantsCo-chair
2014 - Present
State Bar of California, Trusts and Estates SectionMember
2013 - Present
Orange County Bar Association, Trusts and Estates SectionMember
2019 - 2020
Financial Planning AssociationCommunity Outreach Committee Member
2018 - 2018
Napa County Bar Association, Young Lawyer's DivisionInterim President
2017 - 2018
Napa County Bar Association, Young Lawyer's DivisionVice President
2017 - 2018
Napa County Bar Association, Young Lawyer's DivisionMCLE Co-chair
2012 - 2013
UCI Law ReviewSenior Editor
2011 - 2012
UCI Law ReviewLead Article Editor
Education
2013
University of California, Irvine School of Law
J.D.
2009
University of California - Santa Barbara
BA - Business/Economics with Emphasis in Accounting
Speaking Engagements
2019
Retirement Planning CLE
Top 10 Things Estate Planners Need to Know About Planning for Retirement Assets
2019
Probate Boot Camp
Handling Debts and Creditors Claims
2019
Probate Boot Camp
Marshalling and Valuing Assets
2019
Member Outreach
Special Planning for Special People
Publications
2020
California Continuing Education of the Bar (CEB)
Marital Deduction: Overview and Formula Clauses
2020
California Continuing Education of the Bar (CEB)
Marital Deduction Power of Appointment Trusts
2020
California Continuing Education of the Bar (CEB)
Qualified Terminable Interest Property Trusts and Qualified Domestic Trusts
2020
California Continuing Education of the Bar (CEB)
Bypass Trusts and Disclaimer Trusts
2019
California Continuing Education of the Bar (CEB)
Principal and Income
2019
California Continuing Education of the Bar (CEB)
Ethical Considerations
2019
California Continuing Education of the Bar (CEB)
Marital Deduction Planning
2019
California State Bar Trusts and Estates Quarterly
he Formula General Power of Appointment: Guaranteed Efficiency Between Estate Tax Planning and Step-up in Basis
2005
Journal of Financial Planning
Not in the Family: When to Name a Corporate Trustee
Languages
English