David’s practice encompasses all aspects of wealth and estate planning. He focuses particularly on sophisticated estate planning, including the creation and administration of trusts, succession planning for family businesses, the administration of estates, and the preparation of federal gift and estate tax returns.
David helps clients implement tailored estate plans through the creation of wills and various types of trusts, including grantor retained annuity trusts, qualified personal residence trusts, insurance trusts, and charitable trusts. This planning often includes the creation and restructuring of entities, such as limited liability companies, in coordination with estate and succession planning. David also has extensive experience with the modification of trusts to ensure they meet the intended goals.
David works closely with his clients’ other advisers, including investment advisers, financial planners, insurance providers, and accountants, to ensure that all aspects of the client’s financial picture are addressed. He also coordinates with family offices, and guides multi-generational family wealth, business, and charitable planning meetings.
David earned his J.D. from the University of Miami School of Law in 2005, and then earned his LL.M. in Taxation from the same institution in 2006. Prior to law school, David received his B.A. from Ursinus College in 2002, graduating cum laude and accepting the George Ditter Prize for work in history and political science.