Daniel C. Lorenzen, Partner

Dan advises clients on the full range of estate planning issues, including preparing wills and trusts, tax planning, business succession and family wealth transfers. He helps trustees and beneficiaries find practical, tax-efficient solutions to complex domestic and cross-border estate and trust administration matters. Fluent in Japanese, Dan has also advised Japan-based businesses on various aspects of their U.S. operations, including distributorships, real estate and tax issues.

Dan represents a range of clients and business owners in a variety of industries, including entertainment, fashion and apparel, Silicon Valley/Beach, real estate, biotech, oil and gas and agriculture. He advises on the traditional tools of wealth planning as well as on planning for federal, state and international income taxes and local property taxes.

Dan has prepared federal estate and gift tax returns and has represented fiduciaries before the IRS in the audit and appeals process regarding valuation and other tax issues. For domestic and international clients, he implements trust structures in appropriate jurisdictions to maximize benefits relating to their tax and family wealth planning goals.

Dan also represents trustees, executors and beneficiaries in the administration of trusts and estates, and litigates and settles disputes between trustees and beneficiaries. He has litigated throughout California and in the Surrogate's Court of Manhattan in New York. And he has resolved trust and probate litigation regarding the interpretation of formula allocation clauses and the appropriateness of trustees' fees.