David is a member of the firm’s Financial Services industry team and concentrates his practice in the private wealth sector. He assists clients regarding individual and business planning, with an emphasis on employee benefits, estate planning, business and succession planning and other related activities.
David’s experience includes:
David has published numerous articles and is a frequent lecturer to professional and civic groups in the areas of employee benefits, taxation and business and estate planning.
Counseled a client regarding the use of trusts, gifting and grantor retained annuity trusts – and the fortuitous sale of a business – which allowed the client to shift more than $80 million worth of assets out of parents’ estates and correspondingly achieve significant estate tax savings.