Accomplished Tax Attorney Daniel Lorenzen Rejoins Venable’s Estate Planning Group in Los Angeles

3 min

Los Angeles, CA (October 20, 2021) – Venable LLP is pleased to announce that Daniel C. Lorenzen has rejoined the firm as a partner in the Estate Planning Group in the Los Angeles office. Mr. Lorenzen advises clients on the full range of estate planning issues, including preparing wills and trusts, tax planning, business succession, and family wealth transfers.

Mitchell Evall, partner-in-charge of Venable’s Los Angeles office, said, “Dan is widely respected for the caliber of his counsel, and is known by clients to provide thorough yet efficient solutions tailored to each of their individual wealth planning needs. He is well liked and is a team player. We are thrilled to welcome him back to the firm and to our office.”

Mr. Lorenzen assists families in planning for wealth transfers to charities, family members, and future generations in practical, tax-efficient ways. His practice includes individuals, families, and closely held businesses that have contacts in California, the United States, and the world beyond. He advises clients on all of the traditional tools of wealth planning, with an eye for holistic planning to minimize federal, international, state, and local taxes. Mr. Lorenzen uses these tools in service of clients’ desires to raise capable and responsible children, to support charitable endeavors, and to live happy and productive lives.

Mr. Lorenzen represents the principal general partners of a number of funds, including private equity, venture capital, and hedge funds, and advises on the unique tax and other planning opportunities available to these fund managers. He also represents trustees, executors, and beneficiaries in the administration of trusts and estates, and litigates and settles disputes between trustees and beneficiaries. Mr. Lorenzen resolves trust and probate litigation matters regarding the interpretation of instruments, defending trustees’ conduct, and interpreting tax allocation clauses, for example. He has prepared federal estate and gift tax returns and has represented fiduciaries before the Internal Revenue Service (IRS) in the audit and appeals process regarding valuation and other tax issues. 

Commenting on his move to Venable, Mr. Lorenzen said, “Both my clients and I enjoyed great success during my previous tenure at Venable. The firm offers a robust platform that is well suited to both the domestic and international aspects of my practice. I look forward to rejoining the team.”

Mr. Lorenzen received his J.D. from the University of Michigan Law School in 2003, and his B.S. from Brigham Young University in 2000.

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Venable LLP is an American Lawyer Global 100 law firm headquartered in Washington, DC that serves as primary counsel to a worldwide clientele of large and mid-sized organizations, nonprofits, high-net-worth entrepreneurs, and other individuals. With more than 850 professionals across the country, including in California, Delaware, Illinois, Maryland, New York, Virginia, and Washington, DC, the firm strategically advances its clients' objectives in the United States and around the globe. Venable advises clients on a broad range of business and regulatory law, legislative affairs, complex litigation, and the full range of intellectual property disciplines. For more i