Summary

Dan's law practice is concentrated in estate planning, trust and probate law, nonprofit and charitable organizations and foundations, family businesses, elder law and guardianships, estate and gift taxation, charitable giving, including art and collectibles, and probate court litigation. He earned his bachelor's degree from Harvard College and his law degree in 1976 from the University of Virginia Law School, where he was editor in chief of the Virginia Journal of International Law.

Dan is a Fellow of the American College of Trust and Estate Counsel and is Board Certified as a Specialist in Estate Planning, Trust and Probate Law by the Ohio State Bar Association Specialty Board. He is also a Fellow of both the American and the Ohio State Bar Foundations and is a member of both the Section Council of the Estate Planning, Trust and Probate Law Section and the Section Council of the Senior Lawyers Section of the Ohio State Bar Association. He serves on the Editorial Advisory Boards of the Probate Law Journal of Ohio.

A member of the Cincinnati Estate Planning Council and of the Greater Cincinnati Planned Giving Council, Dan is the author or co-author of many articles and several books on legal and other topics. He is admitted to the bars of the Supreme Court of the United States, the Supreme Court of Ohio and all other Ohio courts, the United States Tax Court, and six other federal appellate and district courts, as well as the bars of the Internal Revenue Service and the Ohio Department of Taxation.

Dan serves on the boards of Hebrew Union College-Jewish Institute of Religion, Linton, Incorporated (vice-chair), and Kehal Kodesh Bene Israel (Rockdale Temple). He serves or has served as legal counsel to many charitable, educational, and nonprofit organizations and political campaigns, including two candidates for President of the United States, and formerly as Legal Counsel to the Cincinnati A.I.D.S. Commission, The Greater Cincinnati Foundation, and as outside counsel to the Attorney General of Ohio. He formerly served as Lecturer in Law at the University of Cincinnati College of Law, Chair of the Cincinnati Academy of Leadership for Lawyers, Chair of Cincinnati Public Radio (WGUC and WVXU), Chair of the Cincinnati Symphony Orchestra, Vice-Chair of The Jewish Hospital of Cincinnati, Presiding Co-Chair and co-founder of the National Underground Railroad Freedom Center, Chair of the Constella Festival of Music and Fine Arts, as well as a director or officer of the Children's Psychiatric Center, Cincinnati Bar Foundation, Cincinnati Composers Guild, Cincinnati Institute of Fine Arts, Cincinnati Symphony Musicians Pension Plan, Friends of the College-Conservatory of Music, Concert:Nova, Inc., Hoxworth Blood Center, International Visitors Center, Jewish Community Relations Council, the Ohio Justice and Policy Center, and many other organizations. He presently also serves on the Dean's Council of the College-Conservatory of Music of the University of Cincinnati and as regional chair of the University of Virginia Law School Foundation Annual Campaign.

Dan is a graduate of Leadership Cincinnati of the Cincinnati USA Regional Chamber of Commerce, from which he received the Distinguished Alumni Award. He was appointed by the Chief Justice of Ohio to the Ohio Commission on Racial Fairness and by the Mayor of Cincinnati to the Advisory Board for Consumer Protection. He was also appointed by the United States Court of Appeals for the Sixth Circuit to the Merit Selection Panel for the Appointment of Bankruptcy Judges, and he serves on numerous committees of the American, Ohio State, and Cincinnati Bar Associations. He was named Outstanding Volunteer of the Ohio State Bar Association, received the Trustees' Award from the Cincinnati Bar Association, and he was appointed by the Deans of Ohio's eight law schools to the Institute on the Future of the Legal Profession. He serves as a professional advisor for the Jewish Professional Advisors Network and for planned giving committees of the Cincinnati Bar Foundation, Hebrew Union College-Jewish Institute of Religion, and the Tri-State Warbirds Museum, among other community and professional activities. He is listed in The Best Lawyers in America, Who's Who in the World, Who's Who in America, Who's Who in American Law, and has been named one of the top 100 lawyers in Ohio and top 50 in Cincinnati by Law and Politics and Cincinnati Magazine. Dan also has been named a Leading Lawyer by Cincy magazine.

Awards

All Service Areas

Education

  • University of Virginia School of Law (1976)
  • Harvard College (1973)

Admissions

  • Federal - Court of Appeals - DC
  • Federal - Southern District of Ohio
  • Federal - Federal Circuit Court of Appeals
  • Federal - U.S. Supreme Court
  • Federal - U.S. Tax Court
  • Federal - U.S. Court of Appeals for the Armed Forces
  • State - Ohio

Professional Affiliations

  • 2013 FIVE STAR Wealth Manager (Honoree)
  • Probate Law Journal (Editorial Board)
  • AV Peer Review Rating (LexisNexis/Martindale-Hubbell) (Awarded)
  • American College of Trust and Estate Counsel (Fellow )
  • Cincinnati Academy of Leadership for Lawyers (CALL) (Past Chair )
  • Cincinnati Bar Association (Past President, Numerous Committees )
  • Cincinnati Bar Foundation (Former Board Member )
  • Cincinnati Estate Planning Council (Member )
  • Federal Bar Association (Past President )
  • Greater Cincinnati Planned Giving Council (Member )
  • Institute on the Future of the Legal Profession (Past Member )
  • Leadership Cincinnati (Distinguished Alumni Award )
  • Ohio District Court Review (Past Editorial Board Member )
  • Ohio Federal District Court Review (Past Editorial Board Member)
  • Ohio State Bar Association (Past Member, Pro Bono Task Force)

Community Involvement

  • BRIDGES for a Just Community (Past Board Member)
  • Center for Holocaust and Humanity Education (Past Member, Strategic Planning Committee)
  • Children's Psychiatric Center (Past Treasurer and Board Member)
  • Cincinnati AIDS Commission (Past Legal Counsel)
  • Cincinnati Advisory Board for Consumer Protection (Past Member)
  • Cincinnati Chamber Orchestra (Past Board Member)
  • Cincinnati Classical Public Radio, Inc. (Past Chair)
  • Cincinnati Composers Guild (Past Board Member)
  • Cincinnati Composers Guild (Past Member)
  • Cincinnati Institute of Fine Arts (Past Board Member)
  • Cincinnati Parks Advisory Committee (Past Member)
  • Cincinnati Public Radio, Inc. (Past Chair; Advisory Board)
  • Cincinnati Railroad Club (Member)
  • Cincinnati Symphony Association (Member)
  • Cincinnati Symphony Association (Past Chair; Officers Nominating Committee)
  • Cincinnati Symphony Musicians Pension Fund (Past Board Member)
  • Cincinnati Symphony Orchestra (Member)
  • Cincinnati Zoo & Botanical Gardens (Life Member; member Planned Giving Committee)
  • College-Conservatory of Music, University of Cincinnati (Dean's Council)
  • Constella Festival of Music and Fine Arts (Board Chair)
  • Democratic National Committee (Commission on the Investigation of the 2004 Presidential Election in Ohio)
  • Democratic Party of Hamilton County (Member)
  • Greater Cincinnati Foundation (Legal Counsel)
  • Harvard Club of Cincinnati (Past President)
  • Hebrew Union College - Jewish Institute of Religion (Board of Overseers)
  • Hoxworth Blood Center (Past Adivsory Board Member)
  • International Visitors Center (Past Vice Chair)
  • Jewish Community Relations Council (Past Board Member)
  • Jewish Hospital of Cincinnati (Past Vice Chair)
  • Linton, Incorporated (Vice Chair)
  • Melton Adult Education Institute of Hebrew University, Jerusalem (Member, Advisory Board)
  • National Underground Railroad Freedom Center (Co-Founder, Past Chair; Chair, Governance Committee)
  • Ohio Justice & Policy Center (Past Board Member)
  • Ohio Supreme Court Commission on Racial Fairness (Past Member)
  • Program in Family Philanthropy at Xavier University, Williams College of Business (Member, Advisory Board)
  • Rockdale Temple (President-Elect)
  • Seven Hills School (Past Board Member)
  • Tri-State Warbird Museum (Member, Advisory Board)
  • United Way and Community Chest (Planned Giving Committee)
  • University of Cincinnati College of Law (Former Adjunct Faculty; Past member, Board of Visitors)
  • University of Virginia Law School Foundation (Regional Chair, Annual Giving)
  • Urban League of Greater Cincinnati (Life Member)