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.

Certified Specialist in Estate Planning, Trust and Probate Law

State Bar of California Board of Legal Specialization.

Board certification recognizes advanced experience, a specialty exam, and ongoing continuing education in Estate Planning, Trust and Probate law.

Throughout his career, Dan has advised clients on:

Estate Planning & Trust Formation

Complex Tax Planning & Wealth Transfer

Probate & Trust Administration

Business Succession & Family Legacy Strategies

Estate Planning for High-Net-Worth Individuals

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.