Daniel Ward
The Law Offices of Daniel I Ward
Practice Areas
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Our firm's greatest asset is the people that work and interact in the practice. The primary attorney is Daniel I Ward, a tax and estate practitioner with over twenty years in the field. Mr. Ward has carved out a career of assisting clients with their individual and business needs by going the extra mile for them. With an economics degree from the University of Pennsylvania, a Juris Doctorate with tax honors from Rutgers University School of Law and a Masters in Tax (L.L.M) from New York University, Mr Ward has the creditials to match his experience in the field.
The staff at our New Jersey office has over thirty-six years of experience and expertise in the areas of accounting, estate administration and personal planning. The paralegals, Michelle Parker and Nicole Lickfiels, are recognized for their ability to relate and assist the most difficult clients in the most complex of legal matters. They constantly update their understanding of the law through seminars and have developed a level of sophistication in the planning area that is rare in a typical law firm.
In additon to the legal expertise, we have developed a wide range of contacts within the financial and planning field. From financial advisors to accountants, insurance agents to bankers, our law firm has been able to provide key references for clients that will allow us to meet their goals and exceed their expectations.
AREAS OF PRACTICE:
Estate Planning: to ensure the appropriate succession of your wealth and assets.
Our practice is divided into three specialized areas. A first area is our Estate Planning Practice. Using cutting edge techniques and sophisticated devices, we are able to craft individualized plans that allow our clients to achieve their tax and estate planning objectives while maintaining ease of operations and continued use of funds.
The primary focus of the estate planning practice is in personal service to clients and begins by simply listening and reacting to the client's needs. Every client has unique goals, ambitions and passions that drive their planning, as no two plans are ever the same. By carefully listening to the clients, asking the right questions and following with the right anwers, our firm has achieved a close rapport with its clientele.
Estate Administration: to facilitate the proper handling of your possessons and property after death.
The estate administration practice complements our firms increased emphasis on planning. There are a myriad of rules, procedures and responsibilities that need to be followed by and estate fiduciary that require legal assistance. This legal assistance must be knowledgeable and up to date on all of the latest facets of the law. It also requires a firm that is sensitive to the situation and can work with individuals who are often in a state of bereavement.
In the estate administraion practice, our firm sees the estate not as an ending, but as a transition. As part of our services, we take steps to incorporate future planning opportunities for the beneficiaries. The current tax code is filled with chances for post mortem planning and elections that can serve to assist the surviving members of a family. Our law firm will strive to take advantage of every opportunity available. With our knowledge and experience in the estate administration field, we can assist our clientele with the transition as it occurs.
Transactional Practice: to help in accomplishing your lifetime goals and protecting your achievements.
The third facet of our firm's practice is in the transactional field. The firms principal, Daniel I Ward, had been a speaker for the New Jersey Institute of Continuing Legal Education on the operation, sale and formation of small business enterprises and has experience in the transactional practice of buying and selling businesses, real estate and other assets. As with the estate administration practice, this transactional work involves an element of planning, as opportunities exist whenever their is a change.
The staff at our New Jersey office has over thirty-six years of experience and expertise in the areas of accounting, estate administration and personal planning. The paralegals, Michelle Parker and Nicole Lickfiels, are recognized for their ability to relate and assist the most difficult clients in the most complex of legal matters. They constantly update their understanding of the law through seminars and have developed a level of sophistication in the planning area that is rare in a typical law firm.
In additon to the legal expertise, we have developed a wide range of contacts within the financial and planning field. From financial advisors to accountants, insurance agents to bankers, our law firm has been able to provide key references for clients that will allow us to meet their goals and exceed their expectations.
AREAS OF PRACTICE:
Estate Planning: to ensure the appropriate succession of your wealth and assets.
Our practice is divided into three specialized areas. A first area is our Estate Planning Practice. Using cutting edge techniques and sophisticated devices, we are able to craft individualized plans that allow our clients to achieve their tax and estate planning objectives while maintaining ease of operations and continued use of funds.
The primary focus of the estate planning practice is in personal service to clients and begins by simply listening and reacting to the client's needs. Every client has unique goals, ambitions and passions that drive their planning, as no two plans are ever the same. By carefully listening to the clients, asking the right questions and following with the right anwers, our firm has achieved a close rapport with its clientele.
Estate Administration: to facilitate the proper handling of your possessons and property after death.
The estate administration practice complements our firms increased emphasis on planning. There are a myriad of rules, procedures and responsibilities that need to be followed by and estate fiduciary that require legal assistance. This legal assistance must be knowledgeable and up to date on all of the latest facets of the law. It also requires a firm that is sensitive to the situation and can work with individuals who are often in a state of bereavement.
In the estate administraion practice, our firm sees the estate not as an ending, but as a transition. As part of our services, we take steps to incorporate future planning opportunities for the beneficiaries. The current tax code is filled with chances for post mortem planning and elections that can serve to assist the surviving members of a family. Our law firm will strive to take advantage of every opportunity available. With our knowledge and experience in the estate administration field, we can assist our clientele with the transition as it occurs.
Transactional Practice: to help in accomplishing your lifetime goals and protecting your achievements.
The third facet of our firm's practice is in the transactional field. The firms principal, Daniel I Ward, had been a speaker for the New Jersey Institute of Continuing Legal Education on the operation, sale and formation of small business enterprises and has experience in the transactional practice of buying and selling businesses, real estate and other assets. As with the estate administration practice, this transactional work involves an element of planning, as opportunities exist whenever their is a change.
This compliance bundle provides 33 hours of CLE credit including the required 5 hours of ethics, professionalism, substance abuse, and mental illness awareness credit, along with the required 3 Technology credits.