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Daniel A. Collins, Esquire
Senior Partner

Mr. Collins is Certified Specialist in Estate Planning and Probate Law. His practice is limited to estate planning and tax and personal planning for the preservation, control, and transfer of wealth. 

Education

  • University of South Carolina, B.A., English, 1967
  • University of South Carolina School of Law, J.D., 1975
    • Member of Society of Wig and Robe

Bar Admissions & Memberships

  • South Carolina Bar Association – member since 1975
    • Former Chairman of Estate Planning and Probate Law Specialization Advisory Board, Commission on Continuing Legal Education; Member of Probate and Trust Committee, South Carolina Bar Association
  • North Carolina Bar – member since 1998
  • American Bar Association – member Real Property, Probate, and Trusts Sections
  • American College of Trust and Estate Counsel (ACTEC) – member since 1997
    • ACTEC is a national organization of approximately 2,600 lawyers elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors.
  • WealthCounsel – member since 1998; Member of WealthCounsel Editorial Oversight Board
    • WealthCounsel, LLC helps estate planning attorneys build and sustain successful practices as a membership-based organization featuring a collaborative network of more than 1,000 law firms and 1,600 practitioners throughout all 50 states.
  • e.Planners, Inc.© - Founding member
    • e.Planners is a select national group of tax and estate planning lawyers

Publications

A partial listing of Mr. Collins’ recent publications is detailed below: 

  • WealthCounsel, Living Trusts Volume, Chapter 5, Begin with the End in Mind, Planning for Post Mortem Administration.
  • Co-author, Estate Planning in South Carolina, published by the South Carolina Bar, 2007
  • The Financial Guidepost, Protecting Your Assets…Before It Is Too Late; with Marc Merric, CPA, Attorney at Law, and Robert D. Gillen, Esq., Financial Planner, Winter 2003.
  • Worked with the design of WealthCounsel’s SettlementCounsel software system that was launched at the ABA Techshow in Chicago in June 2008. This software system is available to estate planning attorneys and provides a fully automated solution for settling estates. It is a high-tech approach to post-mortem planning and processes and is designed for use by legal support staff.
  • Author of “Advanced Underwriting Concepts: Leveraged Wealth Transfer with Asset Protection,” Journal of the American Society of CLU & ChFC, September 1996/Vol. L, No. 5
  • Co-Author of Postmortem Administration, Esperti-Peterson Institute, Denver, Colorado
  • Contributing Author of “Drafting the Living Trust” in Estate Planning in South Carolina, (Todd ed. 2002), published June 2002 by The South Carolina Bar-CLE Division

Public Speaking

Mr. Collins speaks nationally at various estate planning seminars.  A list of some of his recent speaking engagements is detailed below:

e.Planners
Fall Symposium
Boone, NC
A Serious Study of the Durable Financial Power of Attorney, With Form
October 2005

South Carolina Bar
Uniform Trust Code Workshop
May, 2006

Teton Institute
Discretionary Trusts
Jackson Hole, WY
September 2006

National Business Institute
Demystifying Asset Protection Vehicles
Columbia, SC & Greenville, SC
September, 2006

American College of Trust and Estate Counsel (ACTEC)
Discretionary Trusts
Hilton Head, SC
November 2006

e.Planners
Anatomy of STAR (Stand Alone Retirement) Trust
Greenville, South Carolina
March, 2007

National Business Institute
Advanced Asset Protection Strategies
Greenville, SC 
July 2007

South Carolina Bar
Protecting Inheritances in South Carolina
Al Todd Estate Planning Workshop
Kiawah Island, South Carolina
July 2007

Friends & Alumni of Anderson University
Protecting & Providing for Those We Care for:  A Matter of Stewardship
Anderson, SC
September 2007

WealthCounsel, LLC
Trust Administration Workshop
San Francisco, CA
March 2008
(Previously taught in San Diego, CA; Reno, NV; Denver, CO)

Honors

  • Best Lawyers in America (2005-2008)

 

Reported Cases

  • Barker, Scott (1993), TC Memo 1993-280, RIA TC Memo 93280, 65 CCH TCM 3021; Matter of Will of Hall, 456 SE 2d 439

 


Julie M. Collins, Esquire
Partner

Ms. Collins dedicates her practice to estate planning and post-mortem administration.

Bar Admissions & Memberships

  • South Carolina
  • North Carolina
  • United States District Court, District of Eastern North Carolina
  • Christian Legal Society
  • American Bar Association

Education

  • University of South Carolina, B.A., English, 1993
  • Campbell University School of Law, J.D., 2000

Civic Activities

Ms. Collins is involved with the Professional Advisory Committee for the South Carolina Chapter of the Alzheimer’s Association. She has also volunteered to give lectures on the basics of estate planning to various local groups.

 


Collins & Collins, P.A. Attorneys at Law serve clients throughout Upstate South Carolina in Greenville County, Spartanburg County, Anderson County, and bordering North Carolina counties of Henderson and Buncombe and their surrounding areas.



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17A Caledon Court, Greenville, SC 29615
| Phone: 864-370-2277

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