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We invite you to listen to our podcast. In our interviews with fascinating people, we ask all sorts of questions, particularly focused on lessons about business and finance that they learned as children. Scroll down to click on specific episodes. There you will find more detailed biographies for each guest and our show notes. You can also subscribe on iTunes, Soundcloud, Stitcher, and YouTube. Enjoy!

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EPISODE 18: DANIEL JULIUS

Stock Legal attorney Daniel Julius discusses sports dreams, estate planning, the challenges of sudden wealth, and more.



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BIOGRAPHY


Dan counsels families through complex personal and legal estate planning matters, and small business owners in the best formational structure and governance for minimizing tax liability. He has advised clients with net estates in the tens of millions and the tens of thousands, and takes personal pride on giving the same level of care and professionalism to millionaires and middle-class clients alike. Before joining Stock Legal, Dan worked at a boutique estate planning firm in St. Louis County, completed an externship in the Trusts and Estates Practice Group of a large law firm in downtown St. Louis, and ran his own law firm.


Dan received his J.D. and L.L.M. in Taxation from the Washington University School of Law in St. Louis. He received his B.A. with double majors in English and History from Loyola University Chicago and attended St. Louis University High School prior to that. Before law school, Dan was a Teach For America corps member and taught in the City of St. Louis.


LINKS FROM THE EPISODE


SHOW NOTES

  • What do you do as an estate planning attorney? [1:31]

  • Is there anything in your childhood that indicated that you would become an estate planner? [5:15]

  • Tell me about your love of baseball and hockey. [7:56]

  • How aware were you as a child that your dreams at the time were possibly unattainable? [10:32]

  • Why is estate planning important for young parents? [13:12]

  • What can we do for children who have come upon sudden wealth? [17:34]

  • Can you define what a trust is? [22:43]

  • Do you have any final words of advice for parents and how they teach their kids about wills and trusts? [24:45]

  • What is your favorite charitable cause? [26:43]


PEOPLE MENTIONED

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