810.300.3074
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Meet Dan

Daniel P. Marsh

Phone 810-300-3074

About Daniel

Daniel P. Marsh is an attorney in Michigan whom has completed the academic requirements for an advanced Master of Laws in Taxation (LLM) at the Thomas M. Cooley Law School.

Areas of Practice

  • Advanced IRA Strategies
  • Business Formation & Planning
  • Contract Drafting & Negotiation
  • Mergers, Acquisitions, & Divestitures
  • Business Succession Plans
  • Employment Contracts
  • Tax & Estate Planning
  • Tax Controversies
  • Charitable Giving & Charitable Trusts
  • Revocable Living Trusts
  • Irrevocable Life Insurance Trusts
  • Qualified Personal Residence Trusts
  • Grantor Retained Annuity Trusts
  • Estate Planning for Retirement Benefits
  • Asset Protection Planning

Education

Thomas M. Cooley Law School
Degree: JURIS DOCTOR
Graduated 1991
Jessup International Law Moot Court Scholarship
Significant Electives – Moot Court; Trial Workshop
Phillip C. Jessup International Law Moot Court Competition, Participant

University of Detroit
Degree: BACHELOR OF SCIENCE Field of StudyPre-Law/Criminal Justice
Graduated 1987
Graduated Magna Cum Laude
Major: Pre-Law/Criminal Justice

Notables

  • Preferred Professional with Pensco Trust Company.
  • Contributing Editor – Michigan Estate Planning Handbook 2nd Ed., ICLE Chapter 24 – Durable Powers of Attorney
  • Current Sub-Committee Chair, Uniform Power of Attorney, authorized under the Probate & Estate Planning Section, State Bar of Michigan
  • Heckerling Institute on Estate Planning Attendee 2005, 2006, and 2007
  • Notre Dame Estate Planning Institute, Attendee 2006 and 2007
  • Probate and Estate Planning Program Certificate of Completion received from ICLE
  • Michigan Association of Certified Public Accountants (MACPA), Presenter
    • Tax Aspects of Buying and Selling a Business – June 27,2007
    • Selected Probate & Tax Issues – November 7, 2006
  • Institute for Continuing Legal Education, Presenter
    • Drafting Powers of Attorney Now and in the Future: The Durable Power of Attorney for Property Management (17th Annual Estate Planning Documents) January 24, 2008
  • Michigan State Bar, Presenter – Elder Law & Disability Rights Section
    • Uniform Power of Attorney Act
  • Michigan Business Law Journal Article, Summer 2007
    • Six Tax Tips for Bankruptcy Practitioner (co-authored by Neal Nuscholz)
  • Institute of Continuing Legal Education, Moderator
    • After Hours Tax Law Series: Tax Issues Affecting Taxpayers in Financial Distress – January 27, 2009
  • Oakland County Bar Association, LACHES April 2009, Feature Article
    • Statutory Conversions of Corporations to Limited Liability
  • Companies-Some Federal Tax Issues and Michigan Legal Issues