Purposeful trust, estate and wealth preservation counsel

Dana Keller advises high-net-worth individuals, their families and their closely held businesses on the legal and tax complexities of wealth transfer and preservation. He also assists personal representatives, trustees and beneficiaries in complex probate and trust administrations. Dana's practice focuses on:

• Estate planning
• Estate and trust administration
• Tax planning
• Business succession planning
• Charitable giving

Dana understands and appreciates the needs, sensitivities and wishes of each client, which enables him to implement tax-efficient wealth transfer strategies designed to preserve family legacies through the generations, protect assets from potential creditors and incorporate clients' philanthropic and other non-tax objectives.

Bar Admissions

• Florida

Education

• Florida State University (B.S., 2017)
  • Major: Economics; Minors: Entrepreneurship, Business
  • Garnet & Gold Key Leadership Honor Society
  • Interfraternity Council, role model of the year (2016)
  • Interfraternity Council, president of the year (2017)
  • Line Dance: Showcase of the Arts, director

• Florida State University College of Law (J.D., with honors, 2020)
  • Business Law Certificate
  • Student Bar Association, treasurer
  • Student Government Association, attorney general; Supreme Court, chief justice

• Georgetown University Law Center (LL.M. in Taxation, 2022)
  • Certificate in Estate Planning
  • CALI Award (highest grade in class) – Estate & Gift Tax