Introduction
David is a Shareholder, practicing in the Trusts & Estates and Trusts & Estates Litigation Groups. He has extensive experience in tax and estate planning for individuals and families. David’s work also focuses on succession planning for owners of closely-held businesses. His specific areas of expertise are estate, tax, and charitable planning. David’s practice includes the preparation of wills, trusts and related documents; charitable gift planning and administration of charitable trusts and foundations; estate and trust administration; estate and gift tax controversies; and business entity formation.
He also has experience in premarital planning; estate planning for couples with diversity of citizenship and other international issues, as well as the establishment of offshore entities.
Education
- The Law School at the University of Chicago, J.D., 1991
- University of Wisconsin - Madison, B.A. (with distinction), 1987
Bar Admissions
- State of Minnesota, 1992
- State of Illinois, 1991
- U.S. District Court, Minnesota and Illinois
Practice Areas
Selected Publications & Presentations
- “President Obama Signs Law Impacting Estate Plans,” co-authored with Cameron R. Seybolt, FredALERT: Trusts & Estates, January 2011
- “Transitioning Your Business in the Real World – Observe as a “Real” Family and Their Advisor Work Through a Succession Plan for the Family Business,” Minnesota State Bar Association 35th Annual Probate & Trust Law Section Conference, June 8 & 9, 2009
- "An Update on Family Limited Partnerships: Forming, Operating, and Fixing FLPs Following Recent Successful IRS Challenges," Fredrikson & Byron’s Trusts & Estates Focus Newsletter, May 2007
- "Planning With Family Limited Partnerships: The IRS Attack Continues - But Opportunity Remains," Fredrikson & Byron's Trusts & Estates Focus Newsletter, February 2005
- "The Use of Conservation Easements in Estate Planning," Minnesota Continuing Legal Education - 1st Annual Charitable Planning Institute, April 2002
- "How the Act Will Change Your Practice and What Your Clients Might Want," Minnesota Continuing Legal Education - Estate Planning Retool: The 2001 Tax Relief Act, September & October 2001
- "What To Do When Your Client Dies (Including a Primer on the Probate Process and Federal Estate Taxes)," Presented to the firm of Schechtor Dokken Kanter Andrews & Selcer Ltd., May 2001
- "Family Limited Partnership Agreement," Minnesota Continuing Legal Education Annotated Document Series, March 2001
- "The Use of Family Limited Partnerships In Estate Planning," Minnesota Institute of Legal Education, January, 2001
- "The Family Limited Partnership Agreement," Minnesota Continuing Legal Education 2000 Estate and Trust Week - The Family Holding Company, November 2000
- "Charitable Remainder Trusts," Prosource Educational Services, September and October, 1996 and 1997
Professional Activities
- Fellow, American College of Trust and Estate Counsel (ACTEC)
- American Bar Association Real Property, Probate and Trust Law Section
- Minnesota State Bar Association, Probate and Trust Law Section
- Hennepin County Bar Association
- Illinois State Bar Association
Honors & Distinctions
- Jefferson Davis Award in Public Law, 1987
- The Best Lawyers in America (nominated by peers)
