|
|
Dan P. Heller MANAGING PARTNER |
Practice Areas Education Chicago-Kent College of Law, University of Illinois at Admissions Illinois Board Certified, Wills, Trusts & Estates, Awards & Recognition Florida Super Lawyers, AVฎ Peer Review Rated, |
|
Tel: 786.464.8953 Fax: 305.448.4155 Dan P. Heller concentrates his practice in the areas of estate planning, tax planning, probate administration, guardianship administration and trust law. Much of his practice involves counseling clients in the proper planning of their estates in order to protect assets, minimize tax exposure and make provisions for beneficiaries which are tailored to the individual needs of the client. In more than 25 years of legal practice, Dan has handled the administration of hundreds of decedents' estates, trusts and guardianships. He is Board Certified in Wills, Trusts and Estates by the Florida Bar Board of Certification, he is a fellow of the American College of Trust & Estate Counsel and frequently lectures and authors works related to his area of practice. Dan's clientele includes individuals whose net worth ranges from several million to hundreds of millions of dollars, resident and nonresident aliens, banks and trust companies. In addition, Dan counsels a number of charitable organizations regarding their planned giving programs, as well as philanthropic clients concerning their planned charitable giving. PROFESSIONAL & COMMUNITY INVOLVEMENT Dade County Bar Association American College of Trust & Estate Counsel, Fellow Board Member of the Community Foundation of Pinecrest Professional Advisory Committee of the Greater Miami Jewish Federation Adjunct Faculty, University of Miami School of Law, Master of Laws in Estate Planning Program SPEECHES & PUBLICATIONS The 8 Greatest Estate Planning Techniques in Florida, Lecturer, Lorman Educational Services, Miami, Florida, 2008 "Fiduciaries" chapter (contributor), Basic Estate Planning in Florida (5th ed.), The Florida Bar Continuing Legal Education, 2006 "Guardian of the Property Duties, Responsibilities, and Liabilities" chapter, The Florida Guardianship Practice (5th ed), Florida Bar Continuing Legal Education, 2005 "Estate Planning Update," Lecturer, FICPA Estate and Financial Planning Conference, Ft. Lauderdale, Florida, 30 November 2006 "The Current Developments in Estate Planning," Lecturer, FICPA Estate and Financial Planning Conference, Tampa, Florida, 11 December 2003
|
