Dana Keller

Purposeful trust, estate and wealth preservation counsel

Dana Keller advises high-net-worth individuals, their families and their closely held businesses on the legal and tax complexities of wealth transfer and preservation. He also assists personal representatives, trustees and beneficiaries in complex probate and trust administrations. Dana’s practice focuses on:

• Estate planning
• Estate and trust administration
• Tax planning
• Business succession planning
• Charitable giving

Dana understands and appreciates the needs, sensitivities and wishes of each client, which enables him to implement tax-efficient wealth transfer strategies designed to preserve family legacies through the generations, protect assets from potential creditors and incorporate clients’ philanthropic and other non-tax objectives.

• Preparing core estate planning documents, including last wills and testaments, revocable trusts, powers of attorney and advanced health care directives.
• Designing complex trusts to facilitate tax-efficient wealth transfers, including spousal lifetime access trusts, irrevocable life insurance trusts, grantor-retained annuity trusts, qualified personal residence trusts and charitable trusts.
• Representing individuals and corporate fiduciaries in complex estate and trust administration matters.
• Consulting on federal income, estate, gift and generation-skipping transfer tax issues, including reviewing and preparing tax returns for individuals, estates and trusts.
• Creating tax-exempt entities and assisting in obtaining and maintaining tax-exempt status.
• Guiding clients on the ever-changing estate tax laws, including planning for the possibility of a substantial decrease in the federal estate tax exemption on January 1, 2026.