I’m dedicated to solving the problems that arise when people grapple with the complexities of wealth. I tell my clients that as soon as I identify their legal issue, I own it. That means I’ll do whatever it takes to fix it quickly, effectively, and efficiently. I consider clear and consistent communication to be very important; if I don’t hear from a client for a while, I make it a point to pick up the phone and reach out to them.
Widely recognized and highly regarded for his delivery of first-rate client service, Daniel “Dan” McSwiggan counsels individuals and families on trusts and estates, wealth inheritance, and tax and financial planning issues. Dan handles income, gift, estate and generation-skipping tax matters, administration of trusts and estates, charitable giving, preparation of wills and trust agreements, Surrogate’s Court litigation, operation of charitable organizations, and preparation of pre-nuptial agreements.
With clients located in many parts of the United States and Europe, Dan represents people needing guidance to manage substantial assets, including entrepreneurs, hedge fund managers, and those who inherited valuable estates. He frequently works with money managers and trust officers who invest and manage his clients’ passive wealth. As a very experienced family advisor, Dan is often tapped to be a co-trustee on estates. He treats each and every matter in a thoughtful, thorough manner.
Dan’s clients often contend with complex personal questions that arise out of significant wealth, including its effect on their children’s incentive to work and concerns about whether others form relationships with them primarily due to their economic status. Because trusts and estates work frequently involves complicated family dynamics, Dan approaches all interactions with sensitivity, diplomacy, and discretion.
Throughout the course of his storied career, Dan has been involved in cases that have forged important legal precedents. These matters arose out of disputes about topics relating to inheritance, such as the need to prove biological bloodlines and the rights of adopted adults.