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Charles W. Daff, JD, Of Counsel

Charles W. Daff, JD, Of Counsel

Charles W. Daff, JD, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law. Formerly with U.S. Trust, Gaw Van Male, and the 500-attorney national and international law firms of Snell & Wilmer LLP and Dorsey & Whitney LLP, respectively, he rejoined the family practice in 2020. Charles received his BA degree in Business/Economics with an Emphasis in Accounting from the University of California, Santa Barbara. He received his JD degree from the University of California, Irvine School of Law. During law school he served as Senior Editor and Lead Article Editor for the UCI Law Review, interned for the U.S. Department of Justice, and was a judicial extern for the Honorable Scott C. Clarkson and the Honorable Meredith A. Jury.

Charles has been named a Super Lawyer Rising Star by Thompson Reuters, a designation granted to no more than 2.5% of attorneys based on peer recognition and professional achievement. He has also been granted the highest rating of “10/10 Superb” by independent attorney rating service Avvo.

Charles has served as co-chair of the estate planning special interest group of the California Society of Certified Public Accountants (CalCPA) for Orange County and Long Beach. He has also served as interim president, vice president, and co-MCLE chair of the Napa County Bar Association’s Young Lawyer Division. Charles is also a member of the Orange County Estate Planning Council, a member of the Trusts and Estates Section of the State Bar of California, and a member of the Trusts and Estates Section of the Orange County Bar Association.

Charles is an author and contributing author for various articles and legal practice guides on the topics of estate planning, trust administration, and probate law. He has also presented to other attorneys and professionals within the field. His recent presentations and publications include:

  • The Formula General Power of Appointment: Guaranteed Efficiency Between Estate Tax Planning and Step-up in Basis, California Trusts and Estates Quarterly
  • Principal and Income (Chapter 8), CEB California Trust Administration
  • Trustee Compensation, Attorney Fees, and Other Administrative Costs (Chapter 9), CEB California Trust Administration
  • Ethical Considerations (Chapter 2), CEB California Estate Planning
  • Marital Deduction Planning (Chapter 17), CEB California Estate Planning
  • Marital Deduction: Overview and Formula Clauses (Chapter 17), CEB California Will Drafting
  • Marital Deduction Power of Appointment Trusts (Chapter 18), CEB California Will Drafting
  • Qualified Terminable Interest Property Trusts and Qualified Domestic Trusts (Chapter 19), CEB California Will Drafting
  • Bypass Trusts and Disclaimer Trusts (Chapter 20), CEB California Will Drafting
  • Probate BootCamp: Marshalling and Valuing Assets, Presenter, National Business Institute
  • Probate BootCamp: Handling Debts and Creditors Claims, Presenter, National Business Institute
  • Top 10 Things Estate Planners Need to Know About Planning for Retirement Assets, Co-Presenter, CEB
  • Special Planning for Special People, Presenter, The Shea Center
  • Not in the Family: When to Name a Corporate Trustee, The Journal of Financial Planning

Outside of serving his clients, Charles is fascinated by technology and innovation within the legal field. He is a self-taught programmer and by combining his skills and interests he strives to deliver legal services in an efficient and intuitive manner. In his spare time Charles seeks the outdoors, whether it be a local day-hike, an afternoon at the beach, or the occasional backpacking excursion through the wilderness.

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