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
Fellow, American College of Trust and Estate Counsel
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