Daniel Coriat

Daniel Coriat

Trust & Estates, Asset Protection, Business Succession, Intellectual Property.

Accurate profile (4 sources)

Practice

Rating 4.52 stars 2 Reviews, 20 Recommendations

Practice area: Trusts, Wills and living wills, Estate planning, Intellectual property

Reviews

Recommendations

About

Bluntly put, I am passionate about preventing others going through what I went. Estimates from the American Bar Association indicate that over 60% of the population is without proper estate planning. Five years ago I was one of them. Then lightning struck my family. Cancer claimed my wife's life when she was only 49. The notion of incapacity, and eventually mortality, became all too real - while being woefully unprepared.I now help families and individuals plan for possible incapacity and eventual passing. I do it with a unique perspective - one I wish I never had, but now leverage for the benefit of others. I help my clients think about their legacies, financial and otherwise, and help protect and convey them to descendants in the most tax efficient and meaningful way possible. I am also one of a handful of attorneys licensed in South Florida by the Purposeful Planning Institute to create Purposeful Trusts: the inclusion of core values and deeply held beliefs as part and parcel of the estate planning documents.I have over 25 years of experience in patient advocacy, litigation, public affairs, and communications. I am licensed to practice law in Florida and California, and am a member of the Wealth Counsel Network, a platform designed for solo practitioners to enable servicing any type of client, regardless of net worth, complexity of asset allocation, or family composition.I hold an MBA, and have been certified by the Society of Certified Senior Advisors (CSA)®, a designation that indicates a strong foundation of knowledge regarding the unique health, social, and financial issues related to aging.

Contact

Address: 2345 NE 197th St., Miami, FL, USA

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