Experience

Daniel is a trust and estate tax director in Citrin Cooperman’s National Tax Office and is based out of the Braintree office. He is an attorney with over 10 years of experience advising clients and financial professionals in trust and estate administration, taxation, and strategic planning aimed at safeguarding and transferring wealth across multiple generations.

Daniel’s experience focuses on providing comprehensive estate planning services to high and ultra-high net worth families, entrepreneurs, and closely-held business owners. His expertise encompasses resolving tax complexities, structuring estate plans to meet income/transfer tax and dispositive goals, implementing gifting and charitable planning techniques, and formulating effective business succession plans.

Prior to joining Citrin Cooperman, Daniel worked as a director of estate and tax planning on the advanced planning team of a national broker-dealer. He began his career practicing law in Boston, Massachusetts.