DAG
Dan Plaskett
Head of Estate Planning
Dan Plaskett leads Estate Planning at DAG. A Missouri-licensed Attorney at Law and Missouri CPA certificate holder, he studied at the University of Missouri Law School and Central Missouri State University and brings 45 years of experience as a tax attorney, estate planner, business owner, General Counsel, CFO, and financial advisor to scores of business owners. He came out of retirement to work with the firm after meeting Jake Claver at a Dallas meet-and-greet, drawn by the opportunity to offer practical insight into the structure and operation of charitable remainder trusts and to help clients with income, capital gains, and estate tax planning. He is known for putting clients at ease and explaining complicated issues in understandable terms, with strengths in conflict resolution and mediation, analytical reasoning, attention to detail, and task management. Raised in a lower-middle-class working family, he was taught to work hard, do his best, and consider no task beneath him. Outside of work he enjoys fast cars and car shows, shooting at the range, music concerts, and travel, and having lived in Hawaii for 20 years he still loves the beach and being in nature. He stresses that confidentiality and zero judgment are non-negotiable from the first minute of any client relationship.
Disclosures
DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to independent qualified tax professionals.
DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.
Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.
Insurance products and services are offered through Xure Insurance or its affiliates.
Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.
Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.
Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.
Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.
The information on this site is for general educational purposes and is not legal or tax advice.