Daniel J. Wilson

Master of Laws in Taxation

Practice Areas

  • Will and Living Trust Drafting
  • Estate Planning Review
  • Powers of Attorney and Advance Health Care Directives
  • Will and Trust amendments and updates
  • Estate, Gift, Income, and Property Tax planning
  • Techniques for avoiding probate
  • Represent Executors and Administrators in Probate
  • Represent Trustee in Trust Administration

Professional Associations and Memberships

  • Rancho Bernardo Community Foundation, Board Member
  • Rancho Bernardo Business Association
  • Probate Bench‑Bar Committee
  • San Diego County Bar Association
  • North County Estate Planning Council
  • San Diego North County Bar Association

Personal Philosophy

Daniel has a passion for working with people and assisting them achieve their goals. He provides clear and simple explanations to complex estate planning, trust administration, and probate issues. Daniel is outcome oriented with a focus on efficiency and clarity. Daniel understands that in both Estate Planning and Probate/Trust Administration these processes are often brand new to clients and he strives to explain it in a way that is clear and concise.

Daniel was part of the first graduating class of the University of California, Merced in 2009, and received his Bachelor of Science degree in Management with a minor in Psychology.

Daniel enjoys spending time with his wife and two children, playing basketball, and being outdoors.

Education

  • University of San Diego School of Law
    • Master of Laws in Taxation in 2012
    • Juris Doctorate in 2012
  • University of California, Merced
    • Bachelor of Sciences in Business in 2009