Dan Lorenzen counsels clients in all aspects of estate planning, including preparing wills and trusts, tax planning, business succession, and family wealth transfers. He helps trustees and beneficiaries find practical, tax-efficient solutions to complex domestic and cross-border estate and trust administration matters. Dan is fluent in Japanese and has advised Japan-based businesses on various aspects of their U.S. operations, including distributorships, real estate, and tax issues.
Dan's diverse clientele includes business owners in a variety of industries, including entertainment, fashion and apparel, Silicon Valley/Beach, real estate, biotech, oil and gas, and agriculture. He advises clients not only on the traditional tools of wealth planning, but in planning for federal, state, and international income taxes and local property taxes.
Dan 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. For domestic and international clients, he implements trust structures in appropriate jurisdictions to maximize the benefits to his clients of their tax and family wealth planning goals.
Dan also represents trustees, executors, and beneficiaries in the administration of trusts and estates, and litigates and settles disputes between trustees and beneficiaries. He has litigated matters throughout California and in the Surrogate's Court of Manhattan in New York. He has resolved trust and probate litigation regarding the interpretation of formula allocation clauses and the appropriateness of trustees' fees.