Daniel Weiner is a US and UK licensed attorney who provides trusts and estates planning services to families and individuals across the entire state of California. Dan’s estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. He guides his clients through the often confusing maze of financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. His practice focuses on family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals. Whether you are married or single, with a traditional family or blended one, just starting out or looking back on a life well-lived, Dan will help you to craft a plan that achieves your goals for your loved ones today and for years to come.
Prior to setting up his firm, Dan worked at leading international law firms including Orrick, Herrington & Sutcliffe and Freshfields Bruckhaus Deringer for over ten years, mostly in London. During that time he provided legal counsel to renowned clients which included major investment banks and Fortune 500 companies. Dan advised on groundbreaking cryptocurrency transactions and his work in this area was published in a major international publication, International Financial Law Review, in 2018. He has chosen to transition away from bank regulatory work and concentrate on the Trusts and Estates area because he is passionate about helping families create happy and secure futures. Dan obtained his law degree from The University of Birmingham in the UK and his master of laws degree (LLM) from Duke Law School.
On a personal note, Dan was born and raised in London and moved to the States in 2017. He and his American wife have two young children: three year old Aiden and one year old Emma. In his free time, Dan enjoys playing tennis, attending political events, binge watching Netflix, teaching Aiden how to play soccer and wondering whether his kids will speak with a British or American accent.
University of Birmingham, UK, Law Degree (LLB), 2003
Duke University School of Law, Master of Laws Degree (LLM), 2005
Licensed by the State Bar of California
Solicitor of the Senior Courts of England and Wales
The Regulation of Virtual Currencies Poses a Number of Practical Questions, International Financial Law Review, 2018
The Impact of Brexit on Debt Capital Markets (co-author), Lexology, 2016
Contributed to financial regulation chapter, The International Capital Markets Review, 2015
Depositary Liability and Prime Broker Segregation (co-author), Financier Worldwide Magazine, 2014
Welcome! I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what’s actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).
We specialize in creating wills and trusts to achieve your goals.
If you’re ready to get going, please attend one of our upcoming events (which you can read about below) or schedule a 15-minute free consultation. If you’re ready to jump right in, please schedule a Family Wealth Planning Session.
Undecided? That’s fine, it’s normal to be a little uneasy about estate planning. We hope the information on this site will answer many of your questions.