C. Daniel Yates

Dan Yates is of counsel to Bose McKinney & Evans and a member of the Estate and Wealth Transfer Planning Group. Dan 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. Dan has practiced law since 1973 and is a Board Certified Indiana Trust & Estate Lawyer, certified by the Trust & Estate Specialty Board. He also is a fellow of the American College of Trust and Estate Counsel (ACTEC). He is extremely involved in many additional professional, civic and charitable organizations, and has received various awards, both for his professional qualifications and for his commitment to the community. In September 2024, Dan was awarded Indiana’s highest honor - a Sagamore of the Wabash - by Governor Eric Holcomb.

Honors / Awards

Best Lawyers 2014, 2019 Indianapolis Non-Profit / Charities Lawyer of the Year; The Best Lawyers in America (2008-2026); Indiana Super Lawyers 2011-2022 (Estate Planning & Probate); AV Peer Review rated by Martindale-Hubbell; Indiana University Presidents Circle (2018); IUPUI Herron School of Art and Design Spirit of Philanthropy Award (2016); FIVE STAR Best in Client Satisfaction Wealth Manager Award (2013, 2012, 2009, 2008); Dean’s Advisory Council, Indiana University Herron School of Art and Design (2010); Indiana Lawyer‘s “Leadership in Law” Distinguished Barrister (2010); Distinguished fellow of the Indianapolis Bar Association Award (2009); Princeton Premier Business Leaders & Professionals Award (2009); co-chair of Indianapolis Symphony Orchestra Gala on September 26, 2009; Worth’s Top 100 Attorneys in the Nation (2006-2009); Indiana University School of Law - Bloomington, Distinguished Service Award (2006); Strathmore’s Who’s Who; Marquis Who’s Who (2008); Top Lawyers in America by Indiana Business Magazine (2008); The National Registry of Who’s Who; Outstanding Lawyers of America; fellow, Indiana Bar Foundation; Volunteer Fundraiser of the Year presented by the Association of Fundraising Professionals (2007); Partner in Philanthropy Award sponsored by the Central Indiana Community Foundation, Inc.; Seton Society of the St. Vincent Foundation