Professional Qualifications of Daniel B. Evans

DANIEL B. EVANS
ATTORNEY AT LAW

P.O. Box 27370 Philadelphia, PA 19118: Telephone: (215) 233-0988
Telecopier: (215) 893-5388
Email: dan@evans-legal.com

[Last updated: 6/18/2006]

Mr. Evans has been rated "av" (its highest rating) by the Martindale-Hubbell Law Directory.

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 present): 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: 2600 The Fidelity Building
Philadelphia, PA 19109
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:

American College of Trust and Estate Counsel: Fellow (Elected in 2002); Member, Automation Committee (2003 to present)
American Bar Association, Real Property, Probate and Trust Law Section: Associate Editor, Probate and Property Magazine (2002 to Present)
Pennsylvania Bar Association, Real Property, Probate and Trust Law Section: Section Chair (2006 to 2007)
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)

Philadelphia Bar Association, Probate Section

Member, Office Technology Committee (1984 to 2005)

Member, Executive Committee (1988 to 1992)

Lectures and Programs:

Vice-Chair, Estates Microcomputer Workshop
ABA Annual Meeting (August 1988 and 1990)

Co-Chair, Document Assembly "Shootout"
ABA Annual Meetings (August 1989 and 1990)

Speaker, Technology in the Law Practice (TechShow)
Sponsored by the American Bar Association (March 1991; March 1997)

Scientific Advisory Committee
Computers and Law International Conference
Sponsored by the Association Québécoise pour le développement de l'informatique juridique (October 1992)

The Internet for Estates Lawyers,
"Planning for the Future; Simple-To-Use Software for the Technologically-Challenged Estates Lawyer,"
Annual Meeting of the Philadelphia Bar Association (12/3/96)

The Internet for Pennsylvania Lawyers,
Fourth Annual Solo and Small Firm Practice Conference
Pennsylvania Bar Institute (3/8/97)

Speaker, "Automating your Trusts and Estates Practice,"
Philip E. Heckerling Institute on Estate Planning,
University of Miami School of Law (January 1999)

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)

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.)