Daniel Klein

Attorney At Law
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Daniel Klein

Founder, Attorney

Daniel R. Klein was born near Chicago, Illinois and later grew up in Loveland, Colorado. He obtained a Bachelor of Arts degree from the University of California, San Diego, graduating cum laude and received department honors with high distinction. He went on to law school and obtained his Juris Doctorate from the University of California, Hastings College of the Law. He is admitted and licensed to practice law in Colorado, Arizona, and California.


Throughout his legal career, Daniel’s practice has focused on trusts and estates. Prior to Klein Law Firm, P.C, Daniel worked as a solo practitioner for ten years and at several firms including a small two attorney practice; a “boutique” style firm with twelve lawyers; and a larger, full-service 80 attorney firm. Daniel brings this broad experience in delivering top notch legal services with a personalized approach to each client.

Daniel is experienced in all aspects of trusts and estates from planning to administration and litigation. Daniel’s clients appreciate his personalized approach to their needs and goals, so that they end up with strategies that make sense for them, their families, and their businesses.Daniel is married, has two daughters, and enjoys spending time with his family as well as traveling, running, and outdoor activities.

What Led You To Practice Estate Planning Law?

"Once I graduated from law school, I began practicing as a general civil litigator for a firm in Silicon Valley, California. Without necessarily intending to, I worked on many probate cases and soon came to realize that many of the problems people were encountering—including courtroom battles and litigation—could have easily been prevented through proper estate planning. With this realization came a budding interest in estate planning, so I began focusing more of my efforts in the area. As of today, roughly two thirds of my practice is dedicated to estate planning, and the other third is dedicated to probate cases."

Daniel's practice Focuses on the following Areas:

  • All levels of estate planning from basic wills and trusts to advanced tax planning;
  • Trust administration/settlement;
  • Probate court estate administration;
  • Probate court guardianship and conservatorship establishment and ongoing administration;
  • Probate court disputes and litigation;
  • Business entity formation;
  • Business succession planning;
  • Transfer tax planning;
  • Special needs planning and administration of special needs trusts; and
  • Public benefits planning for long-term care including Medicaid eligibility and recovery.

Admitted to practice

Education

  • University of California, San Diego
  • Bachelor of Arts 
  • cum laude
  • University of California, College of San Francisco (Formerly Hastings)
  • Juris Doctorate

Professional memberships

  • The State Bar of Arizona
  • The State Bar of California
  • Colorado Bar Association
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