Daniel Berger has experience in estate planning, trusts, fiduciary matters, probate, and estate administration. He advises high-net-worth individuals, closely held businesses, non-profits, trustees, and fiduciaries on trust and estate disputes, fiduciary litigation, business transactions, corporate governance matters, and tax controversies. His practice focuses on helping clients navigate succession and trust litigation, protect and transfer wealth, facilitate the orderly administration and transfer of estate assets, resolve fiduciary disputes, and address tax and business issues that affect closely held enterprises and family assets.
He regularly represents clients in contested succession and trust matters, including intra-family disputes, will contests, trust modification and termination proceedings, community property disputes, fiduciary litigation, and estate-related property matters. Daniel is active in all phases of litigation, including motion practice, discovery, trial court proceedings, and appeals, with experience representing clients in emergency injunctive proceedings, trust-related petitions, and appellate matters before Louisiana courts.
In addition, Daniel advises businesses and non-profit organizations on corporate formation, governance, and commercial transactions. He also represents clients in state and federal tax controversies, including matters before the IRS and the Louisiana Board of Tax Appeals, and has helped resolve tax disputes involving employer shared-responsibility penalties, research credits, and refund claims.