David Shayne, counsels individuals about wealth transfer
matters, including methods to minimize taxes and conserve assets. He has
substantial experience advising business owners regarding their special estate
planning and succession needs.
Mr. Shayne advises trustees, executors and clients generally on how to
administer estates and trusts, including tax issues, interpretation of
agreements, and principal and income allocation matters. He advises individuals
on income, estate and gift tax issues and helps them designate suitable
beneficiaries of their retirement plans, including IRAs. He has considerable
experience with revocable trusts, insurance trusts, charitable trusts, asset
protection trusts, and personal residence trusts. He also has supervised the
administration of many decedents’ estates.