Daniel L. Hall

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Daniel L. Hall, JD

Partner

Daniel is an attorney with more than 20 years of experience in the accounting, finance and legal fields. He specializes in providing tax, financial, wealth transfer and charitable gift planning to high-net-worth individuals and multi-generational families and holds expertise in the following disciplines:

  • Tax and financial planning for high-net-worth individuals and multi-generational families with personal and business assets both inside and outside of the US
  • Planning for founders and senior executives in regards to concentrated stock positions, stock options and other equity compensation structures
  • Preparation of federal and state tax returns for high-net-worth individuals, trusts, estates and private foundations
  • Wealth transfer planning
  • Charitable gift planning

Professional Memberships

San Francisco Estate Planning Council
Society of Trust & Estate Practitioners (STEP)
American Bar Association
Missouri Bar Association
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Education/Certification

J.D., University of Missouri School of Law
LLM in Taxation, Washington University School of Law
B.S., Business Administration, Finance and Economics, University of Missouri

Professional Experience

Director, PricewaterhouseCoopers LLP
Vice President, Brownson, Rehmus, & Foxworth, Inc.
Manager, Arthur Andersen LLP
Associate, KPMG LLP
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Silicon Valley

San Francisco