Daniel B. Newbold Partner (510) 451-3300 dnewbold@donahue.com Download vCard LinkedIn

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Mr. Newbold is a member of the firm’s Trusts and Estates practice group. He works with families and businesses in the implementation and administration of all types of estate plans, including the use of trusts, and limited liability companies to sustain and enhance wealth.  He also works with private and institutional fiduciaries, individual beneficiaries, and charitable organizations to resolve all types of estate planning disputes — such as disputes between beneficiaries regarding the interpretation of provisions in a will or trust, and disputes between executors/trustees and beneficiaries regarding the administration of the will or trust.

Speaking and Teaching Experience

  • “Managing the Inventory of a Probate Estate,” National Business Institute Seminar, May 2014
  • “Family Elections in Probate Law.  How to Determine if They are a Reasonable Option,” National Business Institute Seminar, May 2014
  • “Estate Planning Strategies Using FLPs and LLCs,” National Business Institute Seminar, December 2011
  • “Trusts 101,” National Business Institute Seminar, September 2011
  • “Taxation of California Domestic Partnerships,” Paralegal Association of Santa Clara County, 31st Annual Educational Seminar, October 2009
  • “Basic and Advanced Estate Planning Techniques,” Addison Avenue Investment Services Client Seminar, October 2008
  • “Creating Wealth for Your Heirs Without Additional Tax,” Hopkins & Carley client seminar, February 2008
  • “What Happens When a Customer Dies – Recovering Debts Owed to You Upon a Customer’s Death,” Benicia Chamber of Commerce, Small Business Society, August 2007

Professional & Community Affiliations

  • Member, Board of Directors, Child Care Law Center
  • Chair, Estate Planning and Administrative Committee, East Bay Trusts and Estates Lawyers
  • Member, Trusts & Estates Section, State Bar of California
  • Member, Tax Section, State Bar of California