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Daniel J. Walters
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Daniel J. Walters

Associate

Washington, DC
 
 
 

How Daniel Helps Clients

Dan advises high net worth individuals in sophisticated estate planning matters. He uses a variety of techniques in order to effectively transfer wealth from one generation to the next in a tax efficient manner.  He also works with owners and members of closely-held businesses, developing plans and strategies for effectively transitioning their businesses.

Dan works closely with fiduciaries of estates during the estate administration process. He advises executors and trustees on all aspects of estate administration. In addition, Dan works with clients in developing charitable entities and drafting charitable vehicles to transfer wealth to charitable organizations. He has experience working with both private foundations and public charities.     

Every client’s situation is unique and it is a lawyer’s job to account for all their circumstances when drafting and implementing a successful estate plan.

What Clients Can Expect

Dan’s clients appreciate his dedication and work ethic. He realizes that every client has a different need and strives to meet their needs by understanding their unique situations. He then works diligently to construct the most appropriate and efficient solutions.

Outside the Office

Dan enjoys spending his free time with friends and family and loves to travel and try new restaurants. He is an avid sports fan who enjoys golfing, skiing, bicycling and many other outdoor activities.

Proof Points

  • Worked closely with a family owned business to effectively transition ownership to the next generation.