Tax, Real Estate, Corporate & Estate Planning
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DAN G. BERRIS

Partner

DAN G. BERRISTax, Trust & Estate

Experience

Dan Berris joined the Firm’s Tax, Trust, and Estate Group in 2012 and became a partner in 2019. Dan’s practice focuses on estate planning, wealth transfer planning, income, business and property tax matters, and post-death trust and probate administration. He is also experienced in the formation, operation, and transfer of interests in closely held corporations, partnerships and limited liability companies.

Education

  • Master of Laws (LL.M.) in Taxation, Golden Gate University School of Law
  • J.D., Golden Gate University School of Law
  • B.S., Business Administration with a minor in Economics, California Polytechnic State University, San Luis Obispo

Community and Association

Dan is a member of the American Bar Association Taxation Section, the Santa Clara County Bar Association, the Hellenic Law Society of Northern California, and the Santa Clara County Estate Planning Council.

Admissions

  • State Bar of California

Personal

Dan lives in Monte Sereno with his wife, Ellie, and sons, Ryan and Alexander.

Why Ferrari Ottoboni Caputo & Wunderling LLP?

  • Experience

    Our firm has over 50 years of legal experience.

  • Excellence

    We pride ourselves on providing a breadth and depth of legal insight for high net worth individuals and closely held companies.

  • Trusted Counsel

    Clients are able to utilize our knowledge and advice across multiple disciplines.

  • Strong Reputation

    Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields.

  • Responsive & Accessible

    We provide exceptional, responsive counsel that has been trusted by our clientele for decades.

  • Multi-Service Practice

    We are a multi-discipline firm that is able to serve a wide range of legal matters.