Estate Planning
Completed a three-generation business succession plan.
Structured ownership transfer for a family manufacturer while addressing tax and governance concerns.
Alderstone Legal
Clear, plain-English counsel for consequential decisions.
Structured ownership transfer for a family manufacturer while addressing tax and governance concerns.
Durable plans for families and business owners: wills, trusts, and succession.
Daniel helps families and business owners plan for the future with clear, durable documents. He is known for translating complex tax and succession questions…
A plain-English look at the document everyone should have and the myths around it.