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Warner Angle Hallam Jackson & Formanek PLC

 

Estate and Business Planning

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Dan Hulsizer

 

Daniel L. Hulsizer, J.D., CPA

Dan Hulsizer, an attorney and CPA, represents closely held companies and the families that own them, in coordinating their estate planning, corporate and business planning and tax planning.

He also advises clients in and probate and trust administration and represents non-profit organizations in entity formation, applying for tax-exempt status recognition, and ongoing tax compliance matters.

The Gonzaga University law school graduate is a member of the Central Arizona Estate Planning Council; American Institute of Certified Public Accountants; Arizona Society of Certified Public Accountants; State Bar of Arizona's Tax Law, Probate and Trust, and Business Law sections; and Maricopa County Bar Association's Estate Planning, Trust and Probate Section.

Estate Planning

In helping clients achieve their estate planning objectives, Dan offers experience in a wide variety of situation-specific planning strategies, including:

  • Revocable living trust

  • Irrevocable trust

  • Irrevocable IRA trust

  • Irrevocable life insurance trust

  • Grantor retained annuity trust (GRAT)

  • Grantor retained unitrust (GRUT)

  • Qualified personal residence trust (QPRT)

  • Intentionally defective grantor trust (IDGT)

  • Gun trust

  • Dynasty trust

  • Family limited partnership (FLP)

  • Single asset LLC

  • Single purpose LLC

Business Planning

Dan's practice also emphasizes coordinated business planning, seeking to ensure that his clients' closely held businesses are properly organized, minimize tax liability, and support the owners' personal planning objectives. In pursing those objectives, Dan serves as general counsel for many of his business clients, providing advice in the following areas:

  • Entity formation (S corporations, LLCs, taxpayer status)

  • Management structure and operating agreements

  • Adequacy of capitalization

  • Mergers and acquisitions

  • Employment agreements (e.g., non-disclosure and non-compete covenants)

  • Retirement plans and pensions, including 401(k) and defined benefit plans

 

 

Areas of Practice

Estate Planning

Corporate and Business Law

Corporations, Partnerships and LLCs

Probate and Trust Administration

Tax Planning

Honors and Awards

Arizona's Finest Lawyers, 2014

Professional Associations and Memberships

State Bar of Arizona: Tax Law Section; Probate and Trust Section; Business Law Section

Maricopa County Bar Association: Estate Planning, Trust and Probate Section

Central Arizona Estate Planning Council: Member, 2005-present; Membership Chair, 2015-present

American Institute of Certified Public Accountants

Arizona Society of Certified Public Accountants

Education

J.D., Gonzaga University, 2002: CALI (Estate & Gift Tax), 2001: Associate Editor, Gonzaga Journal of International Law, 2001-2002

Visiting Student, Hofstra University School of Law, Spring 2002

B.A., Whitworth University, 1989

Court Admissions

Arizona, 2004

U.S. District Court, District of Arizona, 2004

U.S. Tax Court, 2004

New York State Unified Court, 2003

          

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