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Daniel W. Borst

Partner | Email

  • Grand Rapids

    t. +1.616.752.2735

    f. +1.616.222.2735

  • +1.866.533.3018 - ext. 2735

Biography

Daniel Borst designs estate plans for individuals, families and those with family-owned businesses. He enjoys listening to clients, understanding each client’s unique needs and the problem-solving nature of his role. Dan counsels clients through the intricacies of trust and probate laws and works with clients to develop plans to manage and protect wealth, plan for uncertainty and pass assets from one generation to the next while avoiding unnecessary taxes. Dan often “quarterbacks” teams of financial experts to effectively implement estate planning strategies. He also creates business succession plans and pre-nuptial agreements to make life’s most trying challenges – divorce, death and the division of family assets – not easy, but more predictable and less stressful.

Education

  • Wayne State University J.D. 2007
  • Calvin College B.A. 1997

Admitted

  • 2007, Michigan

Bar Associations

  • State Bar of Michigan
  • Grand Rapids Bar Association
    Diversity Committee Board Member (2009-14)
    Probate and Estate Planning Section Section Board Member (2014-Present)
    Family Law Section Member

Experience

Foundation Estate Planning

  • Counsels families and individuals with basic estate planning needs, which include directing the distribution of assets, minimizing taxes, incapacity planning and probate avoidance
  • Prepares wills and trusts, nominates guardians and creates financial and medical directives (living wills)
  • Counsels clients about integrating life insurance policies, retirement accounts, business interests, and real property into the overall estate plan

Advanced Estate Planning

  • Counsels clients with business interests on effective ways to pass those business interests to family members or employees
  • Develops methods to freeze current asset values and deflect growth to lower generations
  • Maximizes the use of generation skipping transfer tax exemptions
  • Creates irrevocable trusts to reduce estate taxes
  • Works with clients to consider the opportunities and challenges involved with family cottage and vacation properties 
  • Builds estate plans to provide for both a surviving spouse and children from prior relationships

Trust and Estate Administration

  • Prepares court petitions on behalf of personal representatives and trustees
  • Counsels fiduciaries in estate and trust administration
  • Prepares estate and gift tax returns

Honors & Awards

  • Member, Moot Court Team, Wayne State University
  • Award Winner, International Academy of Dispute Resolution, 2006
  • Student Teacher of the Year, Calvin College, 1997

Leadership

Professional Affiliations

  • West Michigan Estate Planning Council
    Board of Directors (2015-Present)

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