Since setting up an estate planning practice in San Diego, local attorney Daniel Weiner said he’s been on a mission to educate businesses, parents and others about some of the misconceptions of estate planning, and guide them through the arcane process of making sure they keep their families out of court and conflict and preserve their wealth.
“A lot of people feel they’re not old enough to do estate planning,” said Weiner, whose services include planning sessions to help clients get started. “People feel like they’re not making enough to do estate planning.”
Those people include single parents, married couples with children, couples who have children but aren’t married, and couples who are not married and don’t have children.
The law firm holds events to help guide prospective clients through the byzantine process of estate planning, and clear some of the hurdles that cause them to procrastinate for a long time before getting started. Among the events his law firm held recently was “Estate Planning 101: Don’t Leave Your Family at Risk,” which took place Jan. 10 at Vunder Kid in Laguna Hills, and again on Jan. 25 at G3 Kids in Pacific Beach. It also held a Free Guardian Nomination and Estate Planning 101 event on Jan. 12 at Baby Garten Studio in South Park and two back-to-back presentations at Carmel Valley Recreation Center on Feb. 4 and 5.
Weiner also regularly holds presentations and workshops at local businesses and other groups about topics such as protecting your children through the estate planning process and charitable giving. The firm’s services include Kids Protection Planning, estate planning, asset protection planning, and estate tax minimization. It also offers membership services that include ensuring a client’s plan is current and up to date.
Weiner started his legal career in London, where he was born and raised, and has practiced law in Hong Kong as well as here in the U.S. He earned a law degree at the University of Birmingham (UK) in 2003, then a Master of Laws degree from Duke University School of Law in 2005.
After spending 10 years working for big law firms, serving clients including major investment banks and Fortune 500 companies, Weiner said he wanted to set up his own firm, where he could give clients more individualized attention for their estate planning needs.
“The world of big law firms was a great training ground and I was lucky to have been able to learn from some of the world’s leading lawyers, but I always knew that at some point I would branch out on my own and work with families rather than banks,” he said.
One of the biggest differences, he added, is that most of the work at a big law firm “just lands in front of you somehow,” whereas running a smaller law firm requires a strategy to educate the community so that they can see where their family could be left vulnerable without planning, and understand how to close those gaps and gain peace of mind..
Weiner and his wife, Miriam, who is originally from Texas, met in London before moving to the U.S. in 2017. She serves as the firm’s client services director. They have two young children, Aiden and Emma.
Weiner’s San Diego offices are located at 8910 University Center Lane Aventine and 401 W A St. For more information about the estate planning process and the services the firm offers, visit drw-law.com.
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