Dawn M Dale | McLean Estate Lawyer

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 Partner	SageTrust Law Group	McLean, VA	2016 - Present

School	Degree	Major	Graduation
Dickinson School of Law, Penn State University	J.D.	Law School	1987
Georgetown University Law Center	LL.M		1996
Westminster College	BA		1984

State / Court	Date
Virginia	1995
District of Columbia	1994
Pennsylvania	1994
Ohio	1987

• 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

Sun.	Mon.	Tue.	Wed.	Thu.	Fri.	Sat.
	9:00 am - 5:00 pm	9:00 am - 5:00 pm	9:00 am - 5:00 pm	9:00 am - 5:00 pm	9:00 am - 5:00 pm

Dawn M. Dale has been a Premium Member since November 30, 2018.
Lawyers with longer memberships tend to have more experience so we use the Membership date to help prioritize lawyer listings on search pages.

Verified Credentials	Date Verified
(1994) Licensed as Attorney in Pennsylvania. Verified with Pennsylvania Bar Association.	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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• LinkedIn | Dawn M. Dale, JD, LL.M., CFP®
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NATIONAL ESTATE PLANNING AWARENESS WEEK (OCT. 15-21, 2018)  (2018-12-03 10:04:53)
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