Daniel B. Newbold

Daniel B. Newbold is a California attorney whose practice focuses on estate planning, trust and probate administration, and trust and estate litigation. With more than 20 years of experience, he advises individuals, families, fiduciaries, and business owners on preserving wealth, protecting assets, and transferring property efficiently across generations.

Daniel combines sophisticated tax and estate-planning knowledge with practical legal guidance. He helps clients navigate complex personal, family, and financial circumstances while developing customized plans designed to achieve their long-term goals. His experience includes advising clients on wills, revocable and irrevocable trusts, powers of attorney, advance health care directives, business succession planning, charitable giving, and wealth-transfer strategies.

Estate Planning

Daniel believes effective estate planning is about more than avoiding probate or minimizing taxes. It is about protecting loved ones, preserving family wealth, reducing uncertainty, and ensuring that a client's wishes are carried out both during life and after death.

He works closely with clients to understand their objectives and design tailored estate plans that address their unique needs. For high-net-worth individuals and families, Daniel regularly implements sophisticated estate-planning strategies designed to reduce transfer taxes and maximize wealth preservation. His experience includes intentionally defective grantor trusts (IDGTs), grantor retained annuity trusts (GRATs), spousal lifetime access trusts (SLATs), charitable trusts, family limited partnerships, and other advanced planning techniques.

Daniel also advises trustees, executors, and beneficiaries regarding trust and estate administration, probate proceedings, fiduciary duties, and post-death tax planning.

Trust and Estate Litigation

In addition to his planning practice, Daniel is an experienced trust and estate litigator who represents beneficiaries, trustees, executors, conservators, and other interested parties in contested probate matters.

His litigation experience includes will contests, trust contests, fiduciary misconduct claims, disputes regarding trust and will interpretation, contested accountings, creditor claims, financial elder abuse matters, and disputes involving trust and estate administration. He understands that these conflicts often involve both significant financial interests and deeply personal family relationships, and he works to achieve practical and efficient resolutions whenever possible.

Daniel has successfully represented clients through trial in probate and civil matters throughout the Bay Area, including Alameda, Contra Costa, Santa Clara, San Mateo, and San Francisco Counties. He has served as first-chair trial counsel in numerous contested matters and has represented clients before the California Court of Appeal.