David has extensive experience in tax and estate planning for individuals and families.
David practices in the firm’s Trusts & Estates and Trusts & Estates Litigation Groups. His work 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.
“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