Bio
With experience formerly practicing law, handling trusts and estates, business succession planning, tax compliance and asset protection for high-net-worth individuals and their families, Dana integrates clients’ estate planning objectives and needs with the broader range of services available to them at Armanino. Dana’s prior experience also includes elder law and estate administration, where she helped families navigate through protecting assets against the cost of long-term care and administering estates and trusts after the death of a loved one.
Experience
