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Daniel Brick

Daniel Brick

Senior Associate

The Offices at Pelican Bay
5811 Pelican Bay Blvd
Suite 204
Naples, FL 34108
T 239.325.0414
daniel.brick@nelsonmullins.com
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DJ has experience drafting estate plans such as revocable trusts, complex irrevocable trusts (IDGTs, ILITs, SLATs, etc.), wills, durable financial powers of attorney, advance medical directives (or other state equivalent), and HIPAA authorizations for high net worth clients. He consults and advises clients on estate planning and transfer tax savings objectives and collaborates with colleagues...

DJ has experience drafting estate plans such as revocable trusts, complex irrevocable trusts (IDGTs, ILITs, SLATs, etc.), wills, durable financial powers of attorney, advance medical directives (or other state equivalent), and HIPAA authorizations for high net worth clients. He consults and advises clients on estate planning and transfer tax savings objectives and collaborates with colleagues regarding estate planning and transfer tax savings techniques and options. He has modified irrevocable trusts via nonjudicial settlement agreements and statutory trust decanting and has prepared and reviewed gift, estate, income tax, and fiduciary income tax returns. He has assisted with trust funding, trust administration, and estate administration of testate and intestate estates. He also drafts business governance and succession documents incidental to estate planning documents.

Daniel Brick

regarding estate planning and transfer tax savings techniques and options. He has modified irrevocable trusts via nonjudicial settlement agreements and statutory trust decanting and has prepared and reviewed gift, estate, income tax, and fiduciary income tax returns. He has assisted with trust funding, trust administration, and estate administration of testate and intestate estates. He also drafts business governance and succession documents incidental to estate planning documents.

Experience

The following is a selected sampling of matters and is provided for informational purposes only. Past success does not indicate the likelihood of success in any future matter.

Previous Professional Experience

  • Associate Attorney, Tax and Wealth Planning Group, Washington, DC office of national law firm (2019–2021)
  • Associate Attorney, Trusts and Estate Practice Group, Michigan law firm (2016–2019)
  • Summer Law Clerk, Alpharetta law firm (May–August 2013; May–August 2014)
  • Teaching Assistant, Strategic International Transactions, Michigan State University College of Law (January–May 2014)
  • Account Representative, Brick Packaging (May 2006–April 2007; January–August 2012)

Externships

  • Legal Extern, Private Wealth Group, Washington, DC office of national law firm (January 2016–May 2016)

 

The following is a selected sampling of matters and is provided for informational purposes only. Past success does not indicate the likelihood of success in any future matter.

Previous Professional Experience

  • Associate Attorney, Tax and Wealth Planning Group, Washington, DC office of national law firm (2019–2021)
  • Associate Attorney, Trusts and Estate Practice Group, Michigan law firm (2016–2019)
  • Summer Law Clerk, Alpharetta law firm (May–August 2013; May–August 2014)
  • Teaching Assistant, Strategic International Transactions, Michigan State University College of Law (January–May 2014)
  • Account Representative, Brick Packaging (May 2006–April 2007; January–August 2012)

Externships

  • Legal Extern, Private Wealth Group, Washington, DC office of national law firm (January 2016–May 2016)

 

Media

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Recognitions

The bar rules of some states require that the standards for an attorney's inclusion in certain public accolades or recognitions be provided. When such accolades or recognitions are listed, a hyperlink is provided that leads to a description of the respective selection methodology.

Professional Activities

  • Completed the Institute of Continuing Legal Education Probate & Estate Planning Certificate Program and received a certificate (Michigan 2016)
  • American Bar Association
  • State Bar of Michigan
  • District of Columbia Bar Association

Community

  • The Benevolent And Protective Order Of The Elks (2012–Present)
  • Veterans of Foreign Wars (2020–Present)

Military

  • United States Navy - Marexsecron Two, Portsmouth, VA, Naval Expeditionary and Special Warfare Intelligence Specialist (May 2008–January 2012)
  • Navy and Marine Corps Intelligence Training Center, Virginia Beach, VA, Naval Intelligence Specialist “A” School, Naval Expeditionary and Special Warfare Intelligence Specialist (December 2007–May 2008)

DJ has experience drafting estate plans such as revocable trusts, complex irrevocable trusts (IDGTs, ILITs, SLATs, etc.), wills, durable financial powers of attorney, advance medical directives (or other state equivalent), and HIPAA authorizations for high net worth clients. He consults and advises clients on estate planning and transfer tax savings objectives and collaborates with colleagues... regarding estate planning and transfer tax savings techniques and options. He has modified irrevocable trusts via nonjudicial settlement agreements and statutory trust decanting and has prepared and reviewed gift, estate, income tax, and fiduciary income tax returns. He has assisted with trust funding, trust administration, and estate administration of testate and intestate estates. He also drafts business governance and succession documents incidental to estate planning documents.

Experience

The following is a selected sampling of matters and is provided for informational purposes only. Past success does not indicate the likelihood of success in any future matter.

Previous Professional Experience

  • Associate Attorney, Tax and Wealth Planning Group, Washington, DC office of national law firm (2019–2021)
  • Associate Attorney, Trusts and Estate Practice Group, Michigan law firm (2016–2019)
  • Summer Law Clerk, Alpharetta law firm (May–August 2013; May–August 2014)
  • Teaching Assistant, Strategic International Transactions, Michigan State University College of Law (January–May 2014)
  • Account Representative, Brick Packaging (May 2006–April 2007; January–August 2012)

Externships

  • Legal Extern, Private Wealth Group, Washington, DC office of national law firm (January 2016–May 2016)

 

Education

  • Georgetown University Law Center, Master of Laws (LL.M.), Taxation (2016)
    • Certificate in Estate Planning
  • Michigan State University College of Law, JD and Master of Jurisprudence of Legal Doctrine and Analysis, cum laude, with honors (2015)
  • Michigan State University, Eli Broad College of Business, BA, General Business Administration / Pre-Law (2006)

Admissions

  • Florida
  • District of Columbia
  • Michigan

Practice Areas

Industries

The bar rules of some states require that the standards for an attorney's inclusion in certain public accolades or recognitions be provided. When such accolades or recognitions are listed, a hyperlink is provided that leads to a description of the respective selection methodology.

  • Completed the Institute of Continuing Legal Education Probate & Estate Planning Certificate Program and received a certificate (Michigan 2016)
  • American Bar Association
  • State Bar of Michigan
  • District of Columbia Bar Association
  • The Benevolent And Protective Order Of The Elks (2012–Present)
  • Veterans of Foreign Wars (2020–Present)
  • United States Navy - Marexsecron Two, Portsmouth, VA, Naval Expeditionary and Special Warfare Intelligence Specialist (May 2008–January 2012)
  • Navy and Marine Corps Intelligence Training Center, Virginia Beach, VA, Naval Intelligence Specialist “A” School, Naval Expeditionary and Special Warfare Intelligence Specialist (December 2007–May 2008)