Dan Vermillion is an integral member of the firm’s Family Wealth practice, with particular expertise in estate planning and the ability to efficiently draft, and counsel clients on, a wide range of wealth transfer documents.
Dan has a unique ability to connect with clients. He understands their objectives, and then works closely with them to prepare the documentation, assist in trust administration, and engage in broader wealth-transfer strategies that maximize those objectives.
Dan has remarkable energy and enthusiasm for his practice at the firm and for his role in the larger community, as evidenced both by his experience teaching at Hastings and Golden Gate law schools and by his receiving awards for his volunteer service.
Publications & Speaking Engagements
- Co-author, "In Practice: Estates and Taxes After 'Windsor',” the Recorder (July 31, 2013)
- “Is Tax Relief on the Horizon for Same-Sex Couples?” BASF Bulletin (October 2012)
Dan is a member of the State Bar of California and was recently named a member of the Executive Committee of the Bar Association of San Francisco's Estate Planning, Probate and Trust Section where he also serves as co-chair of the BASF Barristers' Estate Planning, Probate and Trust Section. Dan was also recently named Member at Large on the Estate and Gift Tax Committee of the Taxation Section of the State Bar of California.
He teaches Estate Drafting as an Adjunct Professor at UC Hastings and is also a guest lecturer at Golden Gate University School of Law on estate and gift taxation.
During law school, Dan was the site coordinator for the IRS program, Volunteer Income Tax Assistance (VITA), which prepares and files tax returns for indigent individuals; Dan continues to perform pro bono work at VITA.
Dan received his B.A. degree with high honors in environmental studies from the University of California, Santa Barbara, and received his law degree with honors from the University of California, Hastings College of the Law with a concentration in tax. Dan received his LL.M. in taxation from New York University.
Honors & Awards
Dan has received the Outstanding Volunteer Award from the Volunteer Legal Services Program of the Bar Association of San Francisco for three consecutive years (2010, 2011, and 2012).