Dan Carlson, J.D.*
Sr. Consultant, Intellectual Capital, National Planning Institute
Dan is a Director of Planning within the National Planning Institute. In this role, he provides subject matter expertise to field advisors and internal teams seeking technical or planning support in the areas of trust/estate, business, and tax planning. He values collaborating with financial professionals and internal teams to develop complex financial plans and models to support their client’s needs.
Prior to joining Lincoln, Dan was an attorney in private practice where he advised individuals and families in all aspects of tax, and trust/estate planning and administration.
Dan is a graduate of Suffolk University Law School and the University of New Hampshire. Outside of work, he enjoys spending time with his family and playing tennis.
* Licensed but not practicing on behalf of Lincoln Financial Advisors