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About me

Daniel D. Kopman JD CPA RIA was licensed as a California CPA in 1987 and has been licensed and practicing as legal counsel for approximately 25 years. He has worked with major international law and accounting firms and similarly with regional and local firms, affording him a expansive breadth of experience many practitioners do not possess. Mr. Kopman brings a substantial amount of business, financial and legal experience to the table when advising clients on complex business, estate planning and succession matters resulting in cost-effective and positive results. Mr. Kopman is also a California registered investment adviser and holds a California life insurance license. 


Practice areas


  1. Estate Planning: 35%
    24 years
  2. Litigation: 20%
    24 years
  3. Tax: 20%
    24 years
  4. Business: 15%
    24 years
  5. Trusts: 10%
    24 years


Payment types:

Check, Credit card

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Contact info

1278 Glenneyre Street
Suite No. 304
Laguna Beach, CA, 92651


We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Award nameGrantorDate granted
Awarded "TEP" Credential for Estate PlanningSociety of Trust and Estate Professionals (STEP)2011
Honoraria Arbitrator-Chair NYSE|NASAQ DIspute ResolutionFinancial Industry Regulatory Authority (FINRA)2004
Most Frequently Selected Mediator (3-way tie)United State Bankruprty Court (CDCA)2002
Rated "Distinguished" - BVMartindale-Hubbell1999
Work experience
TitleCompany nameDuration
PrincipalKopman Law Advisors1992 - Present
Certified Public Accountant/ConsultantArthur Andersen & Co./PriceWaterhouseCoopers1985 - 1992
Association namePosition nameDuration
American Bar AssociationReal Property and Probate SectionN/A
Los Angeles County Bar AssociationN/AN/A
William P. Gray Legion Lex American Inn of CourtN/AN/A
Peter M. Elliott American Inn of CourtN/AN/A
California Society of CPA'sN/AN/A
American Institute of CPA'sN/AN/A
Robert A. Banyard American Inn of Court, Orange County ChapterN/AN/A
Orange County Bar AssociationTrusts, Probate and EstatesN/A
Orange County Estate Planning CouncilN/AN/A
Society of Trust and Estate PractitionersCertified TEPN/A
Legal cases
Case nameOutcome
Kellogg v Curtis (1999) 73 Cal. App.4th 492Appeallate court affirmed Trial court in favor of Respondent
See all legal cases 
Publication nameTitleDate
Website BlogrollSee All Blog Posts in Chronological Order2014
Los Angeles County Bar JournalTax Relief or Much Ado About Nothing2001
School nameMajorDegreeGraduated
Loyola Law School, Loyola Marymount UniversityJuris DoctorJD - Juris Doctor1992
University of Southern CaliforniaBusiness Administration/AccountingOther - Bachelors1985
Speaking engagements
Conference nameTitleDate
Annual Symposium on Fraud and White Collar CrimeFraud and White Collar Crime2001