Matthew S. Dana

Biography

Matthew Dana is a partner who practices exclusively in the area of wealth preservation, including estate planning, asset protection planning, and retirement planning. He is the founding partner of well-known Scottsdale estate planning firm, the Dana Law Firm, that merged with Quarles & Brady in 2014.

In order to remain on the cutting edge of his practice, Matt constantly monitors recent developments and Tax Court cases, and he attends numerous national estate planning conferences each year. He has developed relationships with other professionals throughout the country, which gives him insight into strategies that benefit his clients. Matt has counseled thousands of clients who have sought estate planning and asset protection advice, ranging from modest estates to the extremely wealthy. Many of his clients are multimillionaires, including some with a net worth in excess of $50 million.

Matt believes that all clients are entitled to the best estate planning strategies used across the country, at legal fees that are fair and reasonable to the client.

Legal Services

Education and Honors

  • New York University (LL.M., 2011)
    • Degree: LL.M. in Taxation
  • Sandra Day O'Connor College of Law at Arizona State University (J.D., cum laude, 1984)
  • Arizona CPA (1984)
  • Arizona State University (B.A., 1981)
    • Degree: Accounting

Bar Admissions

  • Arizona
  • Colorado
  • New York

Court Admissions

  • U.S. Tax Court, 1989

Professional and Civic Activities

  • Arizona State Bar, Trust and Estate Section (Member)
  • Central Arizona Estate Planners (Member)
  • East Valley Estate Planners (Member)

Professional Recognition

  • Founded the Dana Law Firm in 1989 and grew it to one of the largest Estate Planning practices in Arizona
  • National Society of the Daughters of the American Revolution Award for Excellence in Community Service, 2012 (“Wills for Vets”)

Selected Presentations

  • “Trust Protector and Conflicting Trustee Duties”, Arizona Fiduciary Association, February, 2014
  • “Professional Advisory Boards”, Tucson Planned Giving Round Table, January, 2014
  • “Professional Advisory Boards”, Phoenix Planned Giving Round Table, October, 2013
  • “Advanced Estate Planning Techniques”, Mayo Clinic, October, 2013
  • “Changes in the Estate Planning Practice and Estate Tax Update”, Central Arizona Estate Planning Council, February, 2013
  • “Advanced Estate Planning Techniques”, East Valley Estate Planning Council, October, 2012