Dani R. Goldberg

How Dani Helps Clients

Dani’s practice primarily focuses on advising high net worth individuals and families on estate planning and estate and trust administration matters. She assists clients with preparing simple and complex estate planning documents and counsels clients as they navigate the complexities of closely held business interests and other valuable assets, private foundations and other tax compliance matters.  

While in law school, Dani served as a judicial extern for the Honorable Mia Roberts Perez and the Honorable Stella M. Tsai, both on the Philadelphia Court of Common Pleas. Additionally, she participated in Villanova’s Farmworker Legal Aid Clinic, where she assisted her clients in divorce and criminal proceedings. Dani was also a Scholars Extern for the United States Securities and Exchange Commission. Prior to joining the firm as an associate, Dani was a summer associate in Buchanan’s Philadelphia office.

Dani was a research assistant to Professor Leslie Book, where she focused on tax procedure and administration, as well as served as a teaching assistant for Introduction to Federal Income Taxation. Dani also served as Treasurer of the Student Bar Association and was the founder and co-chair of the Scarpa Center Negotiation Team.

What Clients Can Expect

Dani takes a client-centered approach and is committed to diligently solving clients’ problems. Dani is personable and an effective communicator, allowing her to understand clients’ needs and advocate on their behalf.

Outside the Office

In her free time, Dani enjoys spending time with family and friends, trying new restaurants, and exercising. Dani also loves traveling whenever she can! She was born and raised outside of Philadelphia and currently lives in Old City.

Proof Points 

• Prepared a comprehensive estate plan for multimillion dollar family to reduce estate taxes, avoid probate and prepare for transitions within closely held business entities.
• Advised fiduciaries in the administration of multimillion dollar estates and trusts, including estate tax audits by the IRS.
• Advised large health care nonprofit on a cy pres matter to modify multiple trust agreements.
• Counseled clients regarding estate and tax planning, including issues regarding the gift tax, estate tax and generation-skipping transfer tax.