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DANIEL
B. EVANSATTORNEY AT LAW
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DANIEL
B. EVANS
ATTORNEY
AT LAW
[Last updated: 4/12/2013]
Mr. Evans has been rated "av" (its highest rating) by the Martindale-Hubbell Law Directory.
Seriously Outstanding
only 5% selected each year
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)
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)
"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).
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 by Leimberg & 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.)
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)
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