Daniel T. Julius

As head of the firm's Estate Planning department, 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.
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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.
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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. He
lives with his creative and fun wife and daughter, and some other furry friends. He enjoys
softball in Tower Grove Park, reading, and horribly playing the drums.