Dan Walters

Dan Walters focuses his practice on estate planning, probate and trust administration, entity formation, and related estate, gift and income tax matters. He advises high net worth individuals and families on gift and estate tax issues involved in family and business succession planning. His practice includes drafting revocable and irrevocable trusts, business succession planning documents, charitable planning documents and advising clients on all aspects of estate and trust administration. Dan also helps clients establish a variety of charitable entities including public charities, private foundations and private operating foundations. In addition, Dan assists with complex tax issues, including individuals, estates and businesses being audited by the Internal Revenue Service.