Daniel C. Hales / Citadel Law

Daniel Clark Hales, estate planning attorney and the president of Citadel Law Corporation, is a leading member of the estate planning community, and sits on the board of numerous foundations and charitable organizations.  Mr. Hales is a licensed member of the California State Bar, and is a member of the State Bar’s special sections on Probate, Taxation and Estate Planning.  He graduated from the J. Rueben Clark Law School with a Juris Doctor, has an MBA from the Marriott School of Business Management, and has been a practicing estate planning attorney since 1990.

Mr. Hales is a well-known speaker on advanced estate, tax and business planning.  He has lectured on the benefits of sound advanced estate planning techniques at hundreds of public and private events, for financial institutions, leading corporations and for retirement communities and professional organizations.  Mr. Hales has personally completed thousands of trusts, estate plans, tax-exempt organizations and business entities for his clients over the years.  Mr. Hales also specializes in probate, trust and estate litigation.

Mr. Hales’ clients include some of the most sophisticated and wealthy business owners and investors in California and the United States.  Mr. Hales believes that each client’s estate plan should not only reflect the client’s own unique desires and specific requirements for wealth administration and distribution, but each client’s estate plan should also communicate that client’s individual values and objectives to the next generation.

 

 

Leonard Kirshner / Kirshner Financial & Insurance Services
(Host)

Tab FippsKirshner Financial & Insurance Services
(Co-Host)

Daniel C. Hales / Citadel Law
(Guest)

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