Daniel G. Worthington

Daniel
G. Worthington

 

Dr. Daniel Glen Worthington is an independent estate planner, consultant, and legal educator with over twenty years of experience in helping meet the estate and financial planning needs of affluent families. Dr. Worthington consults affluent individuals and their families through their law firms, national financial firms and non-profit organizations regarding advanced philanthropic, estate and generation skipping transfer tax issues. He is a lecturer and frequent contributor to national estate planning periodicals and journals, including Trusts and Estates. He is featured in Who's Who in America, Who's Who in the World, Who's Who in American Law, and Who's Who in American Education.

Dr. Worthington resides in Orlando, Florida and serves as a Senior Wealth Advisor, with his principal office at the Florida Hospital Foundation. He previously served as Assistant Vice President and Trusts and Estates Counsel at the University of Central Florida Foundation. Dr. Worthington is the former Associate Dean of the University of South Dakota School of Law, where he also served as Executive Vice President for the Law School Foundation.

Dr. Worthington is co-founder of the Family Bank Design Center, and is a founding board member of the nationally based South Dakota Trust Company. He also serves on the national editorial boards of both the Planned Giving Design Center and the Endowment Development Corporation. He presently serves the National Committee on Planned Giving (NCPG) as one of the 11 member National Valuation Task Force. He is also serves adjunct faculty member in the Masters of Tax Program at the University of Central Florida.

Articles
Mississippi Enacts Self-Settled Asset Protection Trust Legislation
Mississippi now joins 14 other states—Alaska, Delaware, Hawaii, Missouri, Nevada, New Hampshire, Ohio, Oklahoma, Rhode Island, South Dakota, Tennessee, Utah, Virginia and Wyoming—that permit the creation of certain grantor “self-settled trusts.”
Which Trust Situs is Best in 2014?
Daniel G. Worthington & Mark Merric update their encyclopedic guide to the top trust situses for 2014
Domestic Asset Protection Trusts
Mark Merric & Daniel G. Worthington rank the best jurisdictions in which to situs your domestic asset protection trusts.
Which Situs is Best in 2012?
The combination of the generous $5 million gift, estate and generation-skipping transfer (GST) tax exemptions (adjusted for inflation) provided in the
Planning for Multi-generational Trusts
The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Act) creates significantly more multi-generational trust
In Defense of Multi-generational Trusts
While multi-generational trusts have been used in the United States for many decades, they gained more notoriety when Congress passed the generation-skipping
Charging Order
A charging order only allows a creditor the right to attach distributions rather than allowing a creditor to succeed to all of the ownership rights of
Which Situs Is Best?
The unsettled estate tax environment and harsh economic climate have created a new competitiveness: to be considered the jurisdiction for trusts and win
Perpetual Trust States The Latest Rankings
If I had to rank the 23 perpetual trust jurisdictions, top honors would be awarded in this order: South Dakota is number one; Delaware is a close second;
The Problems and Promise Of Perpetual Trust Laws
Since 1986, 23 jurisdictions in the United States have abrogated or modified the rule against perpetuities, the injunction that prevents trusts from continuing
TEAM SPORT: A Multidisciplinary Approach To Advanced Estate Planning
ADVANCED ESTATE PLANNING FOR affluent clients requires skilled and competent advisors from various disciplines, who are accustomed to working independently of one another and who are used to “controlling” client relationships, to form cooperative working teams for the benefit of the client. The advanced planning techniques that exist under current law, when combined, can provide powerful tools to meet our client’s needs, but this requires TEAMWORK.
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