Daniel D. Akel

Experience & Credentials

Born:   Sumter, South Carolina, October 5, 1951

Education: Florida State University (B.S., 1973), University of North Florida (B.B.A., 1977), Ohio Northern University (J.D., Willis Honor Society, 1980). Phi Alpha Delta.

Admitted to bar, 1980, Florida; 1981, U.S. Tax Court.
Certified Public Accountant, Florida, 1980.

Member: Jacksonville Bar Association, American Bar Association, The Florida Bar, Florida Institute of Certified Public Accountants, American Institute of Certified Public Accountants.
Martindale Hubbell Law Directory Rating “AV” (highest).
Stockholder/Partner in Holbrook, Akel, Cold, Stiefel & Ray, P.A. or predecessors since 1983.

AREAS OF EXPERTISE

Estate Planning
Preparation of wills and revocable living trusts, irrevocable life insurance trusts, and other estate planning documents designed to obtain the maximum tax advantages for the lifetime and testamentary transfer of wealth.

Probate Law
Representation of estates, trusts and beneficiaries in a variety of related matters, including issues relative to the responsibilities of fiduciaries in the administration of trusts and estates, and litigation matters involving trusts and estates.

Real Property Law
Purchase and sale and development of commercial real estate and tax advice related thereto, including, but not limited to, tax-free exchanges.

Corporate and Business Law
Business acquisitions and mergers, preparation of various shareholder and/or partnership agreements designed to accomplish the transfer of interests in closely-held business enterprises and other agreements relating to closely-held businesses, including corporate formation, partnerships, limited liability corporations, and family limited partnerships
.
Charitable Entities
Advice and counsel to various non-profit 501(c)(3) charitable entities, including local and national organizations.