Dan J. Hall | Partner Emeritus

Certified Specialist in Estate Planning, Probate & Trust Law | AV-Rated Attorney

Over Three Decades of Trusted Estate and Tax Planning Experience

Dan has been a respected advisor in estate and tax law since founding his private practice in 1992. With decades of experience serving clients from a variety of backgrounds and net worth levels, Dan brings clarity, integrity, and deep technical knowledge to every matter he handles.

Before launching his own practice, Dan was a tax partner at Coopers & Lybrand (now PwC) in San Francisco, where he served as Director of Personal Financial Services for the Western Region—giving him unmatched insight into the intersection of tax strategy and personal estate planning.

Dan is a Certified Specialist in Estate Planning, Probate and Trust Law by the California State Board of Legal Specialization. He has received the highest possible rating of “AV” from Martindale-Hubbell, reflecting both exceptional legal ability and strict adherence to ethical standards, based on confidential peer reviews.

 

Throughout his career, Dan has advised clients on:

A Leader in the Estate Planning Community

Dan has held leadership roles as Past President of both the Eastern Alameda County Bar Association and the Tri-Valley Estate Planning Council.

His legal and financial background—as both a licensed attorney and Certified Public Accountant—equips him to deliver truly integrated planning strategies.

Rooted in Pleasanton, Committed to Families

Dan and his wife, Kathlyn, were longtime Pleasanton residents who now reside in Utah. Their six children are all graduates of the Pleasanton school system, reflecting the deep ties the Hall family has within the community. Dan continues to serve as a trusted mentor to both clients and colleagues in the estate planning profession.

Education & Credentials

J.D., University of Houston

B.A., Political Science, Brigham Young University

Certified Specialist in Estate Planning, Probate & Trust Law – California State Bar Board of Legal Specialization

Certified Public Accountant (CPA), State of Texas

AV Preeminent Rating – Martindale-Hubbell

Member, California State Bar

Schedule a Consultation

If you’re looking for a knowledgeable, compassionate attorney to help with estate planning, special needs planning, or conservatorship, contact Julie Ishii today.

Or call (925) 460-0711