Partner

Email:  D.Wexler@QWLLP.com

Practice Areas:    
•    Estate Planning
•    Trusts
•    Probate
•    Business Planning
•    Asset Protection

Overview:
Danny joined Quinlivan Wexler LLP in 1997 as a senior associate and became a partner in 2000.  Danny’s energy, enthusiasm, and natural ability as a communicator make him a valuable asset in explaining complex legal and financial issues related to wealth planning.  He is a sought-after lecturer who frequently speaks before Certified Public Accountants, Charter Life Underwriters, and Certified Financial Planners on the fine points of Estate Planning.

As an Estate and Wealth Transfer Planner, Danny customizes individual plans based on the specific needs of his clients.  He says, “No two people are the same.  No two Estate Plans should be, either.”  Every family, no matter how large or small their estate may be, deserves the plan they need to meet their goals, dreams and sometimes fears.  The one thing that all clients say about working with Danny, and the rest of the estate planning team at QW, is that they take the time to listen to them and assist them with the planning needs.  Though tax planning is very important, standing alone, it is not the only reason that planning is undertaken.  In fact, when planning is done properly, Danny strongly believes that the tax issues will be dealt with appropriately.

Danny is especially proud of his involvement with the Make-A-Wish Foundation and devotes much of his spare time as a board member.  Danny loves spending time with his beautiful daughter Emma Rose.

Background:
•    Born Staten Island, New York 

Education
•    B. A. in Political Science, State University of New York at Stony Brook (1986)
•    J. D., University of Southern California (1989)

Admissions
•    California Bar (1989)
•    United States District Court, Central District (1989)
•    United States Court of Appeals, 9th Circuit (1989)

Accreditations
•    Highest professional Rating (AV) by Martindale-Hubbell
•    Worth Magazine 2007 Top 100 Estate Planning Attorneys  

                        
Involvement
•    American Bar Association (1997 to present)
     Taxation, Real Property, Probate, and Trust Law Sections
•    California Forum of Estate Planning Attorneys (1996 to present)
•    Esperti Peterson Institute, Fellow (2000 to present)
•    Legion Lex Inns of Court
     Member (1989 – 1994)
     Board of directors (1992-1994)
•    Make-A-Wish Foundation, Orange County.
     Board of Trustees (2002 to present)
•    National Committee on Planned Giving (1998 to present)
•    National Network of Estate Planning Attorneys (1995 – 2004)
•    Orange County Bar Association (1991 to present)
•    Orange County Planned giving Round Table (1998 to present)
•    Phi Alpha Delta (1986 through 1989)
•    State Bar of California (1989 to present)
     Estate Planning, Trust, and Probate Sections
•    Wealth Counsel (2004 to present)

Lecturer/Panelist
•    Instructor, “Estate Planning for Professionals”, Southern California Institute (2002 to present)
•    Senior Teaching Fellow, “Business Succession Planning”, Academy of Multidisciplinary Practice.  Courses accredited by the Estate and Wealth Strategies Institute Michigan State University (2002 to present)
•    Instructor in Estate Planning (including basic, advanced and working with High Net Worth clients) for financial institutions including

     CAP-MPT
     Citibank
     Merrill Lynch
     Smith Barney
     The Hartford Insurance Company
     The MONY Group
     Union Bank of California
     Wells Fargo

Publications
•    “Love, Money and Control”, Quantum Press - contributing author