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Daniel J. Brick

Associate | Email

  • Grand Rapids

    t. +1.616.752.2531

    f. 616.752.2500

Biography


Daniel Brick provides custom estate planning solutions for businesses and individuals. He drafts wills, trust and estate plans and counsels clients through the benefits of succession planning and tax planning. Daniel also specializes in charitable and planned giving and in the formation and operation of tax-exempt organizations. His honest and approachable manner places clients instantly at ease and contributes to his success in achieving his clients’ aspirations. Daniel enjoys building lasting relationships and helping clients plan for their future. Serving in the United States Navy has reinforced Daniel’s organizational skills, bringing structure and dependability to his practice style. Today, Daniel continues to serve the veterans’ community through various charitable organizations.

Industries

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Education

  • Georgetown University Law Center LL.M. (in Taxation) 2016
  • Michigan State University College of Law J.D. 2015 cum laude
  • Michigan State University B.A. 2006

Admitted

  • 2015, Michigan

Bar Associations

  • American Bar Association
  • State Bar of Michigan
  • Grand Rapids Bar Association

Languages

  • Spanish

Experience

  • Choice of entity advice when forming charitable organizations, including consideration of mechanisms to avoid or limit later frustration of donor intent
  • Organizations of private foundations, supporting organizations and public charities, including preparation and processing of applications for IRS recognition of tax-exempt status
  • Not-for-profit organization restructuring, including amendments to articles of incorporation and bylaws from trust to corporate form

Honors & Awards

  • Certificate of Completion, Probate & Estate Planning Certificate Program 2016, Institute of Continuing Legal Education

Leadership

Professional Affiliations

  • The Benevolent and Protective Order of the Elks (April 2012-Present)

Speaking Engagements

  • "In Trust, or Not in Trust: An Overview on When Trusts Should Hold Retirement Assets," Michigan Bankers' Association, Lansing, Michigan, May 15, 2017

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