Ms. Dawn M. Dale
Estate, Power of Attorney, Elder Law, Tax, Business Organization, Wills, Trust, Probate
Experience:
38 years
Language(s):
English
Dawn M Dale | McLean Estate Lawyer
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About Dawn
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.
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.
Call today to learn more about my fee structure.
Experience
Co-Founder and Partner
SageTrust Law Group
2016 - Present
McLean, VA
Admission
Virginia
1995
District of Columbia
1994
Pennsylvania
1994
Ohio
1987
Education
Georgetown University Law Center
LL.M
1996
Westminster College
BA
1984
Recognitions & Achievements
Associations
-
Virginia State Bar Association | Member
-
Pennsylvania State Bar Association | Member
-
District of Colombia Stated Bar Association | Member
-
Ohio State Bar Association | Member
Notable Work
Publications
Women In Insurance and Financial Services Business Succession Planning
2017