Daniel B. Evans: Professional Experience and Qualifications
Mr. Evans has been rated “av” (its highest rating) by the Martindale-Hubbell Law Directory.
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— Education and Bar: —
J.D., cum laude, Law School, University of Pennsylvania (1977)
A.B., Stanford University (1974)
Admitted to Bar, Supreme Court of Pennsylvania (1977)
United States Tax Court (1999)
— Professional Practice: —
- Daniel B. Evans, Attorney at Law (1991 to present)
- Estate tax, personal income tax, and related corporate and partnership tax planning; preparation of wills, trusts, shareholder agreements, partnership agreements, and compensation agreements; exempt organizations; and estate and trust administration.
- Consultant to Leimberg & LeClair, Inc., (1997 to 2016)
- 144 West Eagle Road, Havertown, PA 19083, (610) 924-0515, Fax: (610) 924-0516
Responsible for updates, enhancements, and technical assistance for NumberCruncher and other programs for income tax, estate tax, gift tax, charitable, business, personal financial, and other related calculations and planning. - Dilworth, Paxson, Kalish & Kauffman
- Philadelphia, PA
Partner, Estates Department (1986 to 1991)
Associate, Estates Department (1983 to 1986) - Gilbert M. Cantor Associates
- Philadelphia, PA
Associate (1978 to 1982) - Rappaport, Magil, Rappaport & Moldawer
- Philadelphia, PA
Associate (1977 to 1978)
— Professional Associations and Service: —
- American College of Trust and Estate Counsel
- Fellow (Elected in 2002)
- Pennsylvania Bar Association, Real Property, Probate and Trust Law Section
- Past Chair; Nonvoting Council Member (2008 to present)
- Philadelphia Bar Association, Probate Section
- Moderator, Probate and Trust Law List (2001 to present)
— Past Professional Service: —
- American Bar Association, Real Property, Probate and Trust Law Section (Probate Division)
- Vice-Chair, C-2 Marital Deduction Drafting Committee (1992 to 1994)
Vice-Chair, K-2 Office Practice Committee (1992 to 2000)
Chair, Probate K-2 Office Practice Committee (2000 to 2003)
Editor, “Probate: Technology,” Probate and Property Magazine (1991 to 2004) - American Bar Association, Law Practice Management Section
- Chair, Estates Interest Group (1988 to 1992)
Editor, Counselor’s Computer and Management Report (1991 to 1993)
Chair, Law Practice Division (1993 to 1995)
Council Member (1994 to 1998)
Vice-Chair, Law Practice Division (1995 to 1998)
Co-Editor, “New Products,” Law Practice Management Magazine (1994 to 1998)
Chair, Professional and Personal Satisfaction Interest Group (1995 to 1998)
Editorial Board, Law Practice Management Magazine (1996 to 2001)
Articles Editor, Law Practice Management Magazine (1998 to 2000)
Chair, Web Content Board (2001 to 2002) - Pennsylvania Bar Association, Real Property, Probate and Trust Law Section
- Chair, Office Practice Committee (1990 to 2005)
Council Member (1998 to 2004)
Section Vice-Chair, Probate Division (2004 to 2006)
Section Chair (2006-2007)
Newsletter Editor (2012-2014) - Philadelphia Bar Association, Probate Section
- Member, Office Technology Committee (1984 to 2005)
Member, Executive Committee (1988 to 1992) - American College of Trust and Estates Counsel
- Member, Automation Committee (2003 to 2011)
Member, State Law Committee (2007 to 2009)
— Community Service: —
- Friends Hospice Project of Philadelphia
- Member, Board of Trustees (2006 to 2011)
Treasurer (2006 to present) - Chestnut Hill Monthly Meeting of the Religious Society of Friends
- Treasurer (2007 to 2013)
— Books Published: —
Wills, Trusts, and Technology: An Estate Lawyer’s Guide to Automation (2d Ed.)
(American Bar Association 2004)
How to Build and Manage an Estates Practice
(American Bar Association 1999)
The New Book of Trusts (co-author)
(Leimberg Associates, Inc. 1997, 2001)
— Articles Published: —
“Administrative Powers and the Marital Deduction,” Real Property, Probate and Trust Law Journal, Vol. 20, No. 4, p. 1161 (Winter 1985)
“Formula Partial QTIP Elections,” Probate and Property, Vol. 1, No. 4, p. 16, (July/August 1987)
“Computerizing Your Will and Trust Inventory,” Practice Applications User Groups News, Vol. 1, No. 2, p. 1 (August 1987)
“The ‘Disclaimer’ Trust: An Ideal Estate Plan for the Medium Size Estate,” Probate and Property, Vol. 1, No. 5, p. 48 (September/October 1987)
“Drafting Crummey Powers,” Probate and Property, Vol. 1, No. 6, p. 54 (November/December 1987)
“Document Modeler for the PC,” IBM & Compatibles User Group News, Vol. 3, No. 3, p. 9 (Winter 1988)
“Review: Fiduciary Accounting for Trusts and Estates,” Practice Applications User Groups News, Vol. 2, No. 2, P. 10 (Spring 1988)
“Spreadsheet Applications,” Practice Applications News, Vol. 2, No. 2, p. 5 (Spring 1988), and Vol. 3, No. 1, p. 5 (Fall 1988).
“Beyond Your Client’s Lifetime,” Best’s Review, Vol. 89, No. 7, p. 68 (November 1988)
“If You Really Want to Try Programming, Try Prolog,” Network, Vol. 6, No. 7, p. 6 (May/June 1989)
“Round Two: The IRS Responds to Howard,” Probate and Property, Vol. 3, No. 4, p. 12 (July/August 1989)
“A Menu-Driven Document Assembly System in WordPerfect,” Document Assembly User Group News, Vol. 1, No. 4, p. 9 (Summer 1989), and Vol. 2, No. 1, p. 1 (Fall 1989)
“Artificial Intelligence and Document Assembly,” Law Practice Management, Vol. 16, No. 4 (May/June 1990)
“Creating Order Out of Chaos: Should You Computerize Your Will and Trust Inventory?”, Probate and Property, Vol. 4, No. 3, P. 11 (May/June 1990)
“Automated Will and Trust Drafting,” Probate and Property, Vol. 5, No. 1, p. 34 (January/February 1991)
“Doing Windows,” Law Practice Today, Vol. 1, No. 3 (April, 1991)
“Estate Planning Software Update,” Counselor’s Computer & Management Report, Vol. 2, No. 1, p. 1 (Summer 1991)
“Using Fonts in WordPerfect,” Word Progress, Vol. 5, No. 2, p. 1 (Summer 1991)
“Dollars and Commas: Some Scrivener Solutions,” Document Assembly and Practice Systems Report, Vol. 3, No. 4, p. 6 (Summer 1991)
“Communications Skills: Are You Listening?”, Lawyering Skills Bulletin, Vol. 2, No. 1, p. 4 (September 1991)
“Integrating Estates Software,” Probate and Property, Vol. 6, No. 1, p. 32 (January/February 1992)
“Planning the Client’s Plan,” Counselor’s Computer & Management Report, Vol. 2, No. 3, p. 1 (Winter 1992)
“Doing Windows 3.1,” Law Practice Today, Vol. 2, No. 4, p. 10 (July 1992)
“Valuing Corporations with Appreciated Assets,” Probate and Property, Vol. 6, No. 4, p. 45 (July/August 1992)
“A Marital Deduction Formula for Spreadsheets,” Counselor’s Computer & Management Report, Vol. 3, No. 1, p. 1 (Summer 1992)
“Technology for the Nontechnical Lawyer or Administrator,” Lawyer’s Handbook, 3rd. Edition (The Institute of Continuing Legal Education, 1992), (a chapter co-authored with Storm M. Evans)
“Timing of Transfers: The Fallacy of Future Value Analysis,” Probate and Property, Vol 7., No. 1, p. 23 (January/February 1993)
“Alternative Billing Strategies in Estate Administrations,” Counselor’s Computer & Management Report, Vol. 4, No. 1, p. 6 (Summer 1993).
“Why Lawyers Can’t Manage,” Law Practice Management, Vol. 19, No. 7, p. 26 (October 1993)
“Linking Word Processing and Databases in Windows,” Counselor’s Computer & Management Report, Vol. 4, No. 3, p. 1 (Winter 1994).
“Emotionally and Spiritually Healthy Career Choices“, Lawyering Skills Bulletin, Vol. 4, No. 2, p. 2 (Winter 1994)
“Technology – Probate: An Internet Update”, Probate & Property, Vol. 9, No. 6 (November/December 1995)
“Unlearning Disastisfaction“, Lawyering Skills Bulletin, Vol. 6, No. 2, p. 6 (Winter 1996)
“Helping Clients Heal: Lessons Lawyers Can Teach Clients About Spiritual Growth“, Law Practice Management, Vol. 25, No. 7, p. 42 (October 1999)
“How to Compute the Time Value of Money” (with co-authors Stephan R. Leimberg and Robert J. Doyle), The Practical Tax Lawyer,” Vol. 14, No. 4, p. 5 (Summer 2000)
“Practicing Wisely,” Law Practice Management, Vol. 26, No. 7, p. 42 (October 2000)
“Knowledge Management in Estate Planning and Administration,” Trusts & Estates, Vol. 140, No. 3, p. 29 (March 2001)
“Making the Unitrust Conversion,” PBA Real Property, Probate and Trust Law Newsletter, Issue No. 54, p. 20 (Spring 2003).
“Pennsylvania ‘Decouples’ Estate Tax” and “’Decoupling’ Unconstitutional?”, PBA Real Property, Probate and Trust Law Newsletter, Issue No. 54, pp. 29, 30 (Spring 2003).
“What is the Inheritance Tax Rate on the Inheritance Tax?”, Phila. Bar Assoc. Probate and Trust Law Section Newsletter, No. 106, p. 5 (April 2003).
“Reliable Internet Resources for Probate Lawyers,” PBA Real Property, Probate and Trust Law Newsletter, Issue No. 55, p. 32 (Summer 2003).
“What Estate Lawyers Need to Know about HIPAA and ‘Protected Health Information,’” Probate and Property, Vol 18., No. 4, p. 20 (July/August 2004)
“Pennsylvania’s Untidy Divorce from Common Law Marriage,” PBA Real Property, Probate and Trust Law Newsletter, Issue No. 57, p. 16 (Spring 2004), (see also, “Update: Common Law Marriage,” Issue No. 58, p. 10 (Winter 2005)).
“Paying the Taxes of Grantor Trusts,” PBA Real Property, Probate and Trust Law Newsletter, Issue No. 58, p. 21 (Winter 2005).
“Lawyers Gone Wild,” PBA Real Property, Probate and Trust Law Newsletter, Issue No. 58, p. 13 (Winter 2005).
“Terminating Life Support in Pennsylvania,” PBA Real Property, Probate and Trust Law Newsletter, Issue No. 59, p. 20 (Spring 2005).
“The Constitutionality of Decoupling,” Probate and Property, Vol 19., No. 4, p. 22 (July/August 2005)
“CRUTs, CRATs and Spousal Elections,” PBA Real Property, Probate and Trust Law Newsletter, Issue No. 60, p. 10 (Fall 2005).
“HIPAA and Will Contests,” PBA Real Property, Probate and Trust Law Newsletter, Issue No. 61, p. 23 (Spring 2006).
“Tax Clauses to Die For,” Probate and Property, Vol 20., No. 4, p. 38 (July/August 2006)
“Jurisdiction of the Probate, Federal and Common Pleas Courts?”, PBA Real Property, Probate and Trust Law Newsletter, Issue No. 62, p. 16 (Fall 2006).
“Notices of Trust Administration under the Uniform Trust Act,” PBA Real Property, Probate and Trust Law Newsletter, Issue No. 63, p. 23 (Spring 2007).
“Paying State Death Taxes from the Marital Share,” Probate and Property, Vol 21., No. 5, p. 54 (September/October 2007)
“Procedures for Medical Decisions in a Hospice,” PBA Real Property, Probate and Trust Law Newsletter, Issue No. 64, p. 15 (Fall 2007).
“Reformation for Mistake under the Uniform Trust Act” (with co-author Anna O. Sappington), PBA Real Property, Probate and Trust Law Newsletter, No. 65, p. 21 (Summer 2008).
“Rights of Creditors in Non-Estate Assets,” PBA Real Property, Probate and Trust Law Newsletter, No. 67, p. 12 (Summer 2010).
“Recent PDF Code Amendments,” PBA Real Property, Probate and Trust Law Newsletter, No. 68, p. 18 (Winter 2010).
“’Sole Use’ Trusts and Disclaimers,” PBA Real Property, Probate and Trust Law Newsletter, No. 73, p. 12 (Summer 2013).
“Same-Sex Spouses in Pennsylvania,” PBA Real Property, Probate and Trust Law Newsletter, No. 74, p. 23 (Winter 2014).
— Software Published: —
Leimberg’s Estate Planning QuickView (with co-developer Stephan R. Leimberg, based on an earlier program known as Taxplan), a program to calculate marital deduction distributions, federal estate taxes, and state death taxes, and display the results in flow chart form. (Published byLeimberg & LeClair, Inc., 144 West Eagle Road, Havertown, PA 19083, (610) 924-0515, Fax: (610) 924-0516.)
Also a contributor to NumberCruncher, a program which performs a variety of estate tax, income tax, charitable gift, split gift, actuarial, and other calculations. (Developed and published by Leimberg & LeClair, Inc., 144 West Eagle Road, Havertown, PA 19083, (610) 924-0515, Fax: (610) 924-0516.)
Scrivener (with co-author John F. McAdams), an expert document assembly system utilizing artificial intelligence technology. (For information on availability, contact John F. McAdams, 413 Warwick Road, Haddonfield, NJ 08033, (215) 592-2630.)
Actuary, a program to calculate actuarial factors in accordance with IRC Section 7520. (No longer published.)
— Lectures and Programs: —
James E. Beasley School of Law, Temple University
Estate Planning I, Graduate Tax Program (Adjunct Professor, Fall 2008)
American Bar Association Annual Meetings
Law Practice Management Section
“Estates Microcomputer Workshop” (Vice-Chair; August 1988 and 1990)
“Get a Life: Is a Home Office the Answer?” (August 1996)
”Document Assembly ‘Shootout’” (Co-Chair; August 1989 and 1990)
“Listening to Angry Clients” (Chair; August 1997)
“Starting a Home Office” (Chair; August 1997)
Real Property, Probate and Trust Law Section
“Planning and Administerings Small Estates and Trusts” (August 1996)
“Computerized Document Drafting and Management for Estates Lawyers” (July 2000)
Young Lawyer’s Division
“The Juggling Act: How to Keep Your Practice in the Air without Dropping the Dinner Plate” (July 2000)
ABA TechShow (ABA Section of Law Practice Management)
“Tools for the Estate/Tax Lawyer” (March 1991)
“Advanced Databases” (March 1991)
“Automated Estate Planning” (March 1998)
“60 Tips for Transactional Lawyers” (March 1998)
“Tell Me About Automating a Wills and Estates Practice” (March 1999)
“Solo/Small Firm Roundtable” (March 1999)
“Better, Faster, Cheapter Document Assembly” (March 2000)
“Top Legal Features of Word 2000 and WordPerfect 2000” (March 2000)
“How to Build an Automated Trusts and Estates Practice” (March 2001)
“Get Your Practice Organized — Case, Document & Knowledge Management for the Small Firm Lawyer” (March 2001)
Pennsylvania Bar Association
“Document Assembly for Estate Planning” (Annual Meeting, May 1990)
“Document Assembly Techniques” (Support Staff Day, May 1990)
The Internet for Estates Lawyers, “Planning for the Future; Simple-To-Use Software for the Technologically-Challenged Estates Lawyer,” (Annual Meeting, December 1996)
Trust Administration Under UTA and the Revised Principal and Income Act,” (Annual Meeting June 2007)
Pennsylvania Bar Institute
“Drafting Fundamental Estate Planning Documents” (October 1996; May 1999; April 2001; May 2002)
“How to Draft for the Marital Deduction” (July 1998)
“Using the Web for Research” (Transact 1999: Technology Transforms Transactions; September 1999)
“The Internet for Pennsylvania Lawyers” (4th Annual Solo and Small Firm Practice Conference, March 1997)
“Internet Resources for Estate Practitioners” (Estate Law Institute; November 2003, November 2004, January 2006)
“Abrogating Common Law Marriage” (Estate Law Institute, November 2004)
“How2 Practice Estate and Trust Law” (March 2008)
Philadelphia Bar Association Probate and Trust Law Section Annual Meeting
“Information/Practice Management for Lawyers” (Estate Practice in the Year 2000; December 1994)
Legal Software & Technology Fair ‘97 (State Bar of Michigan)
“Technology Update” (March 1997)
“Wills, Trusts, and Technology: Successfully Automating Your Practice” (March 1997)
Kentucky Bar Association Annual Convention
“Lawyer and Client Satisfaction: How it Leads to a Successful Practice” (June 1997)
Bucks County Estate Planning Council
“Estate Resources on the Internet” (September 1998)
Bucks County Bar Association MCLE Program
“Estate Lawyers and the Internet” (November 1998)
Heckerling Institute on Estate Planning (University of Miami School of Law)
”Automating Your Trusts and Estates Practice” (January 1999)
Maryland Bar Association
“Automating a Wills and Estates Practice” (June 1999)
Oregon State Bar
“60 Technology Tips from the ABA TechShow” (October 1999)
Montgomery County Estate Planning Council
”Automated Estate Planning” (September 2000)
Scientific Advisory Committee, Computers and Law International Conference
Sponsored by the Association Québécoise pour le développement de l’informatique juridique (October 1992)
Daniel B. Evans, Attorney at Law
101 Old York Road, Suite 303
Jenkintown, PA 19046
Telephone: (866) 348-4250
Email: resources@evans-legal.com
