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Daniel W. "Dan"
Borst

  • Partner

I truly value the skills of listening and understanding. I’m interested in people and find it fascinating to learn about their lives, families, businesses and what makes them tick. My natural curiosity serves me well because I ask a lot of questions. That habit tends to unearth concerns that I can address, providing clients with some peace of mind.

As an estate planner for individuals, families and family-owned businesses, Dan Borst gains an in-depth understanding of each client’s circumstances so he can design and tailor plans that best fit their unique needs. Advising Michiganders on the intricacies of trust and probate laws, Dan works with clients to manage and protect wealth, account for uncertainty and pass assets from one generation to the next while avoiding unnecessary taxes.

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.<

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.
  • Drafting and Litigating Prenuptial/Postnuptial Agreements, Lake Michigan Estate Planning Council, 2/26/19
  • Inherited Retirement Plans, West Michigan Tax Symposium, Grand Rapids, Michigan, 11/13/18
  • Prenuptial Agreements after the Allard case, Grand Rapids Bar Association, 2/21/18
  • Drafting and Litigating Prenuptial/Postnuptial Agreements, Lake Michigan Estate Planning Council, 2/26/19
  • Inherited Retirement Plans, West Michigan Tax Symposium, Grand Rapids, Michigan, 11/13/18
  • Prenuptial Agreements after the Allard case, Grand Rapids Bar Association, 2/21/18
Image for Daniel W. “Dan” Borst

Daniel W. "Dan"
Borst

  • Partner
Grand Rapids

My admin

I truly value the skills of listening and understanding. I’m interested in people and find it fascinating to learn about their lives, families, businesses and what makes them tick. My natural curiosity serves me well because I ask a lot of questions. That habit tends to unearth concerns that I can address, providing clients with some peace of mind.

As an estate planner for individuals, families and family-owned businesses, Dan Borst gains an in-depth understanding of each client’s circumstances so he can design and tailor plans that best fit their unique needs. Advising Michiganders on the intricacies of trust and probate laws, Dan works with clients to manage and protect wealth, account for uncertainty and pass assets from one generation to the next while avoiding unnecessary taxes.

  • Drafting and Litigating Prenuptial/Postnuptial Agreements, Lake Michigan Estate Planning Council, 2/26/19
  • Inherited Retirement Plans, West Michigan Tax Symposium, Grand Rapids, Michigan, 11/13/18
  • Prenuptial Agreements after the Allard case, Grand Rapids Bar Association, 2/21/18
  • Drafting and Litigating Prenuptial/Postnuptial Agreements, Lake Michigan Estate Planning Council, 2/26/19
  • Inherited Retirement Plans, West Michigan Tax Symposium, Grand Rapids, Michigan, 11/13/18
  • Prenuptial Agreements after the Allard case, Grand Rapids Bar Association, 2/21/18