Dana Pickard

Overview News Education and Credentials Recognition and Community

Overview

For more than 30 years, Dana Pickard has advised individuals on estate and trust planning, including 25 years in Florida. He counsels on all aspects of wealth transfer by lifetime gift and death-time bequest. In addition, Dana also focuses on:

Advising residents of high-tax states on changing residency to Florida

Planning and administering multistate estates and trusts

Charitable planning

Estate planning with substantial retirement benefits

Advising on Florida Spousal Elective Share rights

Planning with Florida homesteads

After law school, Dana worked in the trust division of a Providence bank.

News

Education and Credentials

Education

Boston University School of Law, LL.M.

Southern Methodist University School of Law, J.D.

Middlebury College, B.A.

Admissions

State of Rhode Island

State of Florida

Recognition and Community

Community

Rhode Island Foundation, Professional Advisory Council, Past Member

Palm Beach County Literacy Coalition, Past President

Palm Beach County Cultural Council, Past Member

Dana T. Pickard

Of Counsel