
Dan Young
Member/Business Section Lead
Rose Law Firm
Dan Young heads the Rose Law Firm’s Business Section and represents high net worth individuals and families with respect to complex tax, estate planning and trust and estate administration matters. Dan also regularly represents fiduciaries and beneficiaries involved in trust or estate litigation and other disputes. He has a deep understanding of those who have closely held and/or family businesses. Dan has advised business owners on the transfer of ownership to family members and third parties.
He often counsels clients on how to minimize federal gift, estate and generation skipping transfer taxes in order to ensure assets are protected and available for future generations in the most efficient way possible. In addition, both fiduciaries and beneficiaries appreciate Dan’s ability to help them understand their duties, rights and responsibilities.
Dan is often called to speak on estate and trust matters throughout the U.S. on a variety of topics ranging from recent tax and estate law developments, issues involving trust situs of sovereignty law, Directed Trust Act and estate planning with retirement plan accounts.