First Admitted: 2004, California

Bar/Professional Activity:

Honors/Awards:

Educational Background:

Scholarly Lectures/Writings:

Trust Administration Boot Camp, East Bay Trusts & Estates Lawyers, Virtual, September 23, 2021
“What Happens When a Customer Dies – Recovering Debts Owed to You Upon a Customer’s Death,” Benicia Chamber of Commerce, Small Business Society, August 2007
“Creating Wealth for Your Heirs Without Additional Tax,” Hopkins & Carley client seminar, February 2008
“Basic and Advanced Estate Planning Techniques,” Addison Avenue Investment Services Client Seminar, October 2008
“Taxation of California Domestic Partnerships,” Paralegal Association of Santa Clara County, 31st Annual Educational Seminar, October 2009
“Trusts 101,” National Business Institute Seminar, September 2011
“Estate Planning Strategies Using FLPs and LLCs,” National Business Institute Seminar, December 2011
“Family Elections in Probate Law. How to Determine if They are a Reasonable Option,” National Business Institute Seminar, May 2014
“Managing the Inventory of a Probate Estate,” National Business Institute Seminar, May 2014
“Heirs and Devisees: Cooperative and Competing, Managing Expectations,” East Bay Trusts and Estates Lawyers, September 2019

Firm News (Newsletters):

Daniel B. Newbold