Dan O’Connell specializes in tax and tax related matters. Dan’s emphasis on tax matters includes work in the areas of estate planning; asset protection planning; probate and trust administration; corporations, partnerships and limited liability companies; qualified retirement plans; and income tax planning for individuals and business and investment entities. Dan’s main emphasis is estate and asset protection planning for medium and large estates.
Dan recently joined the law firm in December of 2015. Prior to that, Dan practiced in his own firm, O’Connell & Associates, P.C., for 40 years. O’Connell & Associates, P.C. is now the only firm in Tucson listed in the taxation, asset protection and corporate law, and is one of only three firms listed in trust and estates, wills and probate sections of the Bar Register – the most prestigious biographical firm listing in the country.
Dan has been a Certified Tax Specialist by the Arizona Board of Legal Specialization since 1979. His excellence in the tax field has been recognized by his listings in the Best Lawyers in America, Arizona’s Finest Lawyers and Super Lawyers, and his ranking by Martindale-Hubbell as AV Preeminent.
Member, American Bar Association(1970 – Present); Member, ABA Section of Real Property, Probate and Trust Law; Member, Committee on Investment and Cash Flow Planning for Individuals, Committee on Asset Protection Planning; Member ABA Section of Taxation; Member, Committee on Fiduciary Income Tax, Committee on Estate and Gift Taxes.
Member, State Bar of Arizona(1970 – Present); Member, Section on Taxation.
Member, Pima County Bar Association(1977 – 1985); Member, Board of Directors (1978 – 1985); Chairman, Forms C Committee (1977 – 1983); Co-Chairman, Continuing Legal Education Committee (1979 – 1982).
Member, Southern Arizona Estate Planning Council (1968 – present); Member, Executive Committee (1968 – 1973, 1977 – 1980); Secretary (1977 – 1978); Vice-President (1978 – 1979); President (1979 – 1980).
Certified Tax Specialist, Arizona Board of Legal Specialization (1979 – present).
New York University School of Law – LL.M – Master of Laws – 1967
University of California at Berkeley,
Boalt Hall School of Law – JD – Juris Doctor – 1966
University of Oregon – BS – Bachelor of Science – 1963
Valuing Your Business and Increasing It’s Potential – McGraw-Hill 2002
Asset Protection Strategies – ABA 2002
Probate – CLE of Arizona 1986
Estate and Tax Planning Using a Revocable Trust Funded with Community Property –
1 Estate Planning 110 1974
Arizona Probate Code Practice Manual – CLE of Arizona 1973
Interstate Succession and Wills: A Comparative Analysis of the Law of Arizona and the Uniform Probate Code – Arizona Bar Journal 1972
An Irrevocable Trust with a Power to Accumulate Income and Invade Principal: Federal Tax Consequences to the Grantor – Arizona Law Review 1971
Jurisdiction, Supersession and Restraint in Bankruptcy – Journal of the national Conference of Referees In Bankruptcy 1970
Dissolution as a Remedy for Dissension and Deadlock in the New York Closely-Held Corporation – Buffalo Law Review 1970
Book Review – The Law School of the Future Arizona Law Review 1969
Founding Fellow, Arizona Bar Foundation (1980 to present).
Order of the Coif.
Included in The Best Lawyers in America for over 20 years
Named in Arizona’s Finest Lawyers (2010 – Present)
Named in Arizona Super Lawyers (1977).
AV Preeminent in Martindale-Hubbell (_____ to Present).
Outstanding Professor Award (University of Arizona College of Law, 1969)