The law firm Bose McKinney and Evans LLP is pleased to announce that partner Daniel Yates has been awarded the 2012 Five Star Wealth Manager Award.
According to Five Star Professional, selections for this award are based on a rigorous research process that included a regulatory and consumer complaint review and an evaluation of objective criteria associated with wealth managers who provide quality services to their clients. Fewer than seven percent of wealth managers achieve this level of recognition.
Yates is a partner in the Estate and Wealth Transfer Planning Group. He counsels families, business owners, corporate executives and other individuals and businesses to formulate and achieve financial objectives. He provides clients with counsel regarding taxation, probate, philanthropic giving and other estate planning or business succession planning issues.
Yates has practiced law since 1973 and is a Board Certified Indiana Trust & Estate Lawyer, certified by the Trust & Estate Specialty Board and a Fellow of the American College of Trust and Estate Counsel. He is involved in various professional, civic and charitable organizations, and has received various awards, both for his professional qualifications and for his commitment to the community. He is a graduate of Indiana University and Indiana University School of Law - Bloomington.