His practice includes advising clients on wealth transfers; trusts; estate and gift planning; tax planning; business owner exit planning; premarital agreements; and estate and trust administration. Daniel enjoys helping clients navigate tax and trust laws to more efficiently and effectively create a tailored estate plan that aligns with their evolving goals and objectives. He also enjoys working closely with business owners to help develop and implement a tailored "exit plan" to establish a runway towards a successful "exit" from their closely-held businesses.