Daniel I Ward & Associates, PC is a specialized law firm serving high net worth individuals and business owners across New Jersey, Pennsylvania, and Florida. With over 30 years of experience, the firm stands out for its integrated approach to tax, estate, and transactional planning, offering both simple and sophisticated legal solutions tailored to complex financial situations.
The practice focuses on delivering comprehensive counsel that addresses the intertwined nature of business, tax, and personal wealth management. Their attorneys are equipped to handle matters ranging from basic business formation to multi-state tax disputes, always aiming to resolve issues efficiently while protecting client assets and minimizing liabilities.
Services Offered
- Business Counseling
- Business Succession Planning
- Estate & Trust Administration
- Estate Planning
- Real Estate Transactions
- Tax Controversy Resolution
- Tax Planning
- Tax Planning Through Change in Domicile
The firm maintains offices in New Jersey and Florida, allowing them to serve clients with interests in both states and leverage their deep understanding of state-specific tax laws, including Florida’s favorable tax climate for estates and New Jersey’s inheritance tax structure.
