Daniel G. Worthington, J.D., Ed.D.

Dr. Daniel Glen Worthington is an independent estate planner, consultant, and legal educator with over twenty years of experience in helping meet the estate and financial planning needs of affluent families. Dr. Worthington consults affluent individuals and their families through their law firms, national financial firms and non-profit organizations regarding advanced philanthropic, estate and generation skipping transfer tax issues. He is a lecturer and frequent contributor to national estate planning periodicals and journals, including Trusts and Estates. He is featured in Who's Who in America, Who's Who in the World, Who's Who in American Law, and Who's Who in American Education.

Dr. Worthington resides in Orlando, Florida and serves as the Senior Wealth Advisor, with his principal office at the Florida Hospital Foundation. He previously served as Assistant Vice President and Trusts and Estates Counsel at the University of Central Florida Foundation. Dr. Worthington is the former Associate Dean of the University of South Dakota School of Law, where he also served as Executive Vice President for the Law School Foundation.

Dr. Worthington is co-founder of the Family Bank Design Center, and is a founding board member of the nationally based South Dakota Trust Company. He also serves on the national editorial boards of both the Planned Giving Design Center and the Endowment Development Corporation. He presently serves the National Committee on Planned Giving (NCPG) as one of the 11 member National Valuation Task Force. He is also serves as adjunct faculty member in the Masters of Tax Program at the University of Central Florida.

"Legacy is the art of organizing your financial and family
resources to make a difference where it matters most to you."
                                                                   ~Dr. Daniel G. Worthington

Education:  Dr. Worthington attended the United States Military Academy at West Point and graduated with a Bachelors of Arts Degree, magna cum laude, from Brigham Young University. He also earned both a Masters degree in Educational Leadership and Doctorate degrees in Education and Law, with distinction, from Brigham Young University. At Brigham Young, he was founding Editor-in-Chief of the BYU Educational Law Journal and served as an adjunct faculty member in both the College of Education and School of Law. He holds an L.L.M. in Taxation from the University of Florida College of Law and is a member of Phi Kappa Phi Honor Society.

Past and present memberships include:   Member of the National Valuation Task Force for the National Committee for Planned Giving (NCPG); Editorial Board for Planned Giving Design Center (PGDC); Editorial Board for the Educational Endowment Services; American Bar Association Task Force on Charitable Tax Policy and Drafting; American Bar Association Sections on Legal Education, Tax, Law Practice Management, and Real Property and Probate (Committees on the Charitable Deduction, Charitable Trust Drafting, and Limited Liability Transfers); American Judicature Society; Supreme Court Historical Society; The Federalist Society; Past Chair, South Dakota State Bar, Trust CLE; Associate Member, Florida State Bar, Real Property and Probate section, 1996-present, Trust Committee, 1996-1997; Who's Who in the World, 2000-present; Who's Who in America, 2000-present; Who's Who in American Law, 1995-present; Who's Who in Finance and Industry, 1999-present; International Who's Who, 1996-present; Who's Who in International Professionals, 1996-present; Who's Who in American Education, 1992-93; 2002-present; President, Greater Orlando Planned Giving Round Table, 2000-present; Executive Vice President, South Dakota Planned Giving Council, 1994-1997; National Committee on Planned Giving, National Assembly of Delegates, 1994-97, 2000-present; Chair, Committee for Professionals and Non-profit Organizations, 1998-1999; National Society for Fund Raising Executives; Member of the National Eagle Scout Association; All American Collegiate Academic Wrestling Team, 1979; Recipient of the Air Force Commendation Medal for Meritorious Service and other military honors having served nine years as an Officer on active duty and in the Air National Guard and Air Force Reserve; Eagle Scout; Admitted to Bar, Utah and US District Court, District of Utah, 1990; and NASD series 6, 22 and 63 Securities Licenses.