Daniel McCarthy works with closely-held businesses and their owners to devise business structures to minimize income and estate tax, facilitate effective business succession plans, and protect assets. He advises individuals and businesses in Texas and around the United States in industries including energy, real estate, retail, professional services, healthcare, and manufacturing. Dan is certified by the Texas Board of Legal Specialization in both Tax Law and Estate Planning & Probate, and is a Certified Public Accountant.
For entrepreneurs who have built considerable wealth over the course of their lives, succession and estate planning can be complicated issues. Dan excels in analyzing multi-faceted business matters, distilling the surrounding legal complexities into understandable concepts so his clients can take action with clear options before them. He works with high net-worth individuals to determine how they can provide for their families in a thoughtful and equitable manner, determining how to defer and eliminate income tax, minimize estate taxes, and facilitate charitable gifts in a tax efficient manner.
Dan is highly experienced at managing matters with multiple stakeholders, particularly within a family setting, with a goal of managing existing relationships and minimizing the potential for family conflict in the future. He counsels clients to take considered measures, balancing financial considerations with a view to preserve their legacy and family harmony for future generations.
- Texas Super Lawyers, Texas Monthly (2012-2016)
- Chairman, Business Planning Group, American Bar Association Real Property, Trust and Estate Law Section
- Past Chairman, Estate and Gift Tax Committee, State Bar of Texas Tax Section
- Past President, Tarrant County Tax and Estate Planning Section
- Past President of the Board of Directors of Imagination Celebration
- Past Board Member of Ladder Alliance
- Charitable Planning with Closely Held Businesses. State Bar of Texas 40th Annual Estate Planning & Probate Course in San Antonio (6/24/2016)
- Planning to Avoid Code Section 2704. ABA Section of Real Property Trusts & Estates 28th Spring Symposia in Boston (5/13/2016)