Daniel A. Jenkins is a distinguished estate planning and estate administration attorney at Carolina Estate Planning, recognized for his deep expertise in estate, tax, and probate law. What sets Daniel apart is his advanced legal education—he holds an LL.M. in Taxation from the University of Washington School of Law. This specialized training equips him to design sophisticated estate plans that optimize tax efficiency, ensure asset protection, and support generational wealth transfer.
With over a decade of legal experience across law firms, financial institutions, and solo practice, Daniel brings a uniquely comprehensive perspective to probate and estate matters. He has overseen the administration of complex estates, guided fiduciaries through court-supervised and informal probate processes, and addressed multistate and high-value estate issues, including those involving fiduciary litigation and estate tax controversies.
Daniel’s recent work includes managing the estate settlement team at Carolina Family Estate Planning, where he supervised paralegals and legal assistants, reviewed court filings and financial reporting, and improved estate settlement procedures. As Counsel at Offit Kurman, PC, he handled the administration of large estates and drafted motions in fiduciary disputes. Earlier in his career at Wells Fargo’s Estate Tax Department, he served as a Post Mortem Planner, preparing Form 706 and multiple state-level estate and inheritance tax returns, while advising on estate compliance for accounts in excess of $10 million.
Daniel also ran his own solo practice where he drafted comprehensive estate plans, represented executors, and counseled clients on fiduciary duties and tax strategy. His deep understanding of transfer tax issues, document construction, and probate procedures makes him a sought-after advisor for both straightforward and highly nuanced estate matters.
He earned his J.D. from Wake Forest University School of Law and a B.S. in Finance, cum laude, from Clemson University, where he also minored in Accounting. Daniel is licensed to practice in North Carolina and holds inactive status in California.
At Carolina Estate Planning, Daniel is committed to helping clients navigate the complexities of probate and estate administration with clarity and compassion. His strategic, tax-conscious approach ensures every plan is tailored to protect his clients’ wealth, fulfill their wishes, and minimize the burden on their loved ones.