Navigating the emotional and logistical complexities of administering a loved one’s estate after their death can be difficult. The additional burden of having to decide what to do with all of their stuff (also known as tangible property) highlights the critical role of effective estate planning. The clarity and directives provided by a well-structured estate
Daniel M. Maloney
Dan is a Practice Group Manager in Wiggin and Dana's Private Client Services Department, where he works closely with attorneys and key administrative teams across the firm to strengthen client relationships, identify and recommend process improvements, and monitors work allocation and assignments, with special attention given to attorney development and overall client satisfaction. Based out of Wiggin's NYC office, Dan oversees the daily operations and administration of the Department across 8 of the firm's 11 offices, managing a highly active team of several dozen legal professionals. Dan also partners with Marketing to identify new business opportunities and produce new business presentations and proposals. With a background in estate planning and probate administration, Dan brings a deep knowledge of the department's practices, clients, and capabilities to further the Department and Firm's business development goals.
In addition, Dan is a co-Chair of the firm's DRIVE Pride ERG and active member in other diversity, equity and inclusion activities at the firm.
LGBTQ+ Family Estate Planning
Despite recent legislative advancements, including the 2015 historic Supreme Court decision in Obergefell v. Hodges to make same-sex marriage legal in all 50 states, lesbian, gay, bisexual, transgender and queer (LGBTQ+) individuals and their families still face unique challenges when ensuring their intentions and directives are respected and met, particularly after their death. Whether you…
Modern Love, Timeless Legacy: Estate Planning For All Couples
Modern families are complex and can consist of unmarried couples, married same-sex couples or couples in second marriages. These families may encounter unique estate planning challenges and may not always enjoy the same legal advantages, spousal rights, and tax benefits as others. For instance, couples who do not take the formal step of marriage under…
Key Considerations in Estate Planning for LGBTQ+ Individuals and Couples
Following up on an advisory we published a year ago on LGBTQ+ Family Estate Planning (click here to read), and as many celebrate Pride Month during June, we offer this update on recent developments in state and federal laws that may have meaningful implications on estate planning strategies for LGBTQ+ individuals and couples.
First, by…