Dan Stanek focuses his practice on trust and estate planning and administration. In addition to advising fiduciaries, Dan helps clients plan for the preservation and transfer of their assets in a cost-effective and tax-efficient manner. He also assists clients in a variety of estate planning matters, such as wills, trusts, powers of attorney and charitable giving opportunities.
Prior to joining Connolly Gallagher, Dan served as the Vice President and Senior Consultant for a boutique firm providing family office and private foundation consulting services to ultra-high-net-worth individuals. He has also worked in KPMG’s Global Transfer Pricing Services group, helping large, multi-national corporations organize and manage their operations.
Dan dedicates time to supporting charitable organizations and mentoring area youth. Organizations with which he has volunteered include SquashSmarts, Inc., St. Joseph’s Prep Rowing and The Gesu School.