Daniel W. Hatten is an associate in the Private Client Services Department and a member of the firm's Fiduciary Litigation group.
Dan advises clients on a range of estate and wealth planning transactions, including the preparation of estate planning documents, lifetime gifting, multigenerational planning, estate administration and fiduciary litigations. He also advises clients on issues relating to their retirement plans, charitable giving, change of domicile and life insurance, including split-dollar life insurance. Dan works with clients in a range of industries, including insiders of public companies, entrepreneurs, art dealers and art collectors, and helps clients navigate issues specific to their assets and situations.
Dan has also been involved in many fiduciary litigation matters and disputes with the IRS. He has helped clients to obtain favorable private letter rulings from the IRS and navigate estate tax audits initiated by the IRS. Dan has been involved in all aspects of fiduciary litigation proceedings, including briefings in Surrogate's Court proceedings, appeals and settlement negotiations of interfamily disputes.