Dawn M Dale | McLean Estate Lawyer


Dawn Dale Lawyer

Dawn M. Dale

Estate, Power of Attorney, Elder Law, Tax

www.sagetrustlaw.com

800-993-4650


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Dawn has over 25 years of experience advising individuals and families on all aspects of their financial lives.  She has handled a wide variety of tax, estate, retirement and philanthropic planning matters, managed family office, trust and estate/probate administration services, coordinated family meetings, governance and educational programs, and advised clients on planning with stock options, restricted securities, concentrated equity positions and closely held business interests.

Dawn began her career at a large law firm in Dayton, OH focusing on tax and estate planning.  She then relocated to DC, and joined Bank of America’s Private Bank as a Wealth Strategist, while attaining her LLM in Taxation at Georgetown. She acquired extensive family office experience at GenSpring and Abbot Downing, before returning to private law practice and forming SageTrust™ Law Group.

Dawn is originally from Erie, PA. She currently lives in Northern Virginia with her two sons, Seth and Burke, and their dog, Cooper.
Position Organization Location Duration
Co-Founder and PartnerSageTrust Law GroupMcLean, VA2016 - Present
School Degree Major Graduation
Dickinson School of Law, Penn State UniversityJ.D. Law School1987  
Georgetown University Law CenterLL.M1996
Westminster CollegeBA1984
State / Court Date
Virginia1995
District of Columbia1994
Pennsylvania1994
Michigan1987
Ohio1987
  • Virginia State Bar Association | Member
    Pennsylvania State Bar Association | Member
    District of Colombia Stated Bar Association | Member
    Ohio State Bar Association | Member
  • Women In Insurance and Financial Services | Business Succession Planning | 2017
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Dawn M. Dale has been a Premium Member since November 30, 2018.
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Verified Credentials Date Verified
(1994) Licensed as Attorney in Pennsylvania. Verified with Pennsylvania Bar Association.December 03, 2018
(1987) Licensed as Attorney in Michigan. Verified with State Bar of Michigan.December 03, 2018
(1994) Licensed as Attorney in District of Columbia. Verified with District of Columbia Bar.December 03, 2018
(1995) Licensed as Attorney in Virginia. Verified with Virginia State Bar.December 03, 2018
(1987) Licensed as Attorney in Ohio. Verified with Ohio State Bar Association.December 03, 2018

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PA State Lawyer Additional Information: District: OS I maintain, either individually or through my firm, professional liability insurance VA State Lawyer Additional Information: Class: A OH State Lawyer Additional Information: Method Admitted: By Exam

Fee: Call today to learn more about my fee structure.

Service Type: Private

Language: English

Update Date: 2017-04-17

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Dawn M. Dale
1750 Tysons Blvd, Suite 1500
Mc Lean, VA 22102
38.9239571,-77.2228267

MAIN LOCATION

1750 Tysons Blvd, Suite 1500
Mc Lean, VA 22102


Other Locations:
  • 1818 Library Street
    Suite 500
    Reston, VA 20190

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