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.