Daniel T. Julius
Dan counsels families through complex personal and legal estate planning matters, and small business owners in the best formational structure and governance for minimizing tax liability. He has advised clients with net estates in the tens of millions and the tens of thousands, and takes personal pride on giving the same level of care and professionalism to millionaires and middle-class clients alike. Before joining Stock Legal, Dan worked at a boutique estate planning firm in St. Louis County, completed an externship in the Trusts and Estates Practice Group of a large law firm in downtown St. Louis, and ran his own law firm.
Stock Legal uses a unique process that involves much more than just designing estate plans and sending clients on their way. One of the most important parts of the estate planning process is transferring ownership of a client’s assets. This is as essential to the success of an estate plan as the plan itself. As such, the Stock Legal process is highly unique in that it also undertakes retitling and changing ownership of assets to be sure that your property and beneficiaries are consistent with your estate plan. Our estate plans are written in plain English and completed with the funding of your assets at an incredibly competitive rate.
Dan received his J.D. and L.L.M. in Taxation from the Washington University School of Law in St. Louis. He received his B.A. with double majors in English and History from Loyola University Chicago and attended St. Louis University High School prior to that. Before law school, Dan was a Teach For America corps member and taught in the City of St. Louis.