PeopleCharles W. Daff

Charles W. Daff

PeopleCharles W. Daff

  • University of California, Irvine School of Law (J.D., 2013)
    • Senior Editor, UC Irvine Law Review (2013)
    • Lead Article Editor, UC Irvine Law Review (2012)
  • University of California, Santa Barbara (B.A., Business/Economics with Emphasis in Accounting, 2009)

  • California Lawyer’s Association (2014-present)
    • Trusts and Estates Section
    • Law Practice Management and Technology Section
  • Orange County Bar Association (2014-present)
    • Trusts and Estates Section
  • Napa County Bar Association (2016-2017)
    • Trusts and Estates Section
  • Napa County Bar Association, Young Lawyers Division (2016-2017)
    • Vice President
    • Co-MCLE Chair

  • "Special Planning for Special People, A Conversation About Special Needs Trusts," Presenter, The Shea Center for Therapeutic Riding, San Juan Capistrano, CA (October 10, 2019)
  • "Tips of the Trade: The Formula General Power of Appointment: Guaranteed Efficiency Between Estate Tax Planning and Income Tax Basis," Co-Author, California Trusts and Estates Quarterly, Volume 25, Issue 3 (2019)
  • "Marital Deduction: Overview and Formula Clauses," Contributing Author, CEB California Will Drafting (July 2019)
  • "Marital Deduction Power of Appointment Trusts," Contributing Author, CEB California Will Drafting (July 2019)
  • "Qualified Terminable Interest Property Trusts and Qualified Domestic Trusts," Contributing Author, CEB California Will Drafting (July 2019)
  • "Bypass Trusts and Disclaimer Trusts," Contributing Author, CEB California Will Drafting (July 2019)
  • "Marshalling and Valuing Assets," Presenter, National Business Institute Probate Boot Camp, Santa Ana, CA (June 19, 2019) 
  • "Handling Debts and Creditors Claims," Presenter, National Business Institute Probate Boot Camp, Santa Ana, CA (June 19, 2019) 
  • "Top 10 Things Estate Planners Need to Know About Planning for Retirement Assets," Co-Presenter, CEB Webinar (February 27, 2019)
  • "Ethical Considerations," Contributing Author, CEB California Estate Planning (January 2019)
  • "Marital Deduction Planning," Contributing Author, CEB California Estate Planning (January 2019)
  • "Marital Deduction: Overview and Formula Clauses," Contributing Author, CEB California Will Drafting (August 2018)
  • "Qualified Terminable Interest Property Trusts and Qualified Domestic Trusts," Contributing Author, CEB California Will Drafting (August 2018)
  • "Bypass Trusts and Disclaimer Trusts," Contributing Author, CEB California Will Drafting (August 2018)
  • "Not in the Family: When to Name a Corporate Trustee," Author, Financial Planning Association (June 2015)

  • The Shea Center for Therapeutic Riding (2018-present) 

  • Associate, Dorsey & Whitney (2018-2019)
  • Associate, Gaw Van Male (2017-2018)
  • Associate, Estate Plan, Inc. (2014, 2016-2017)
  • Trust Administrative Office II, U.S. Trust, Bank of America Private Wealth Management (2015-2016)
  • Research Assistant for California Monitor of the National Mortgage Settlement, Katherine Porter, University of California, Irvine School of Law (2012)
  • Judicial Extern to the Hon. Meredith A. Jury (2012)
  • Judicial Extern to the Hon. Scott C. Clarkson (2012)
  • Intern, United States Department of Justice, Office of the United States Trustee (2011)

  • California