Recognized in Best Lawyers since 2018 David A. Holstein is an attorney with Bousquet Holstein PLLC in Syracuse, New York, practicing in the areas of Mergers and Acquisitions Law, Trusts and Estates, estate planning, wealth preservation, and business succession planning. He has been recognized by Best Lawyers since 2018 for his work in Mergers and Acquisitions Law and Trusts and Estates.
For more than 30 years, David has advised individuals, families, business owners, and closely held companies on matters involving estate planning, tax planning, business transactions, and asset preservation. His practice focuses on helping clients structure plans that address long-term financial goals, preserve family wealth, and support smooth transitions of businesses and assets between generations.
David prepares wills, trusts, pre-marital agreements, and related estate planning documents tailored to each client’s objectives and family circumstances. He works closely with clients to develop practical strategies that account for changing tax laws, business considerations, and personal priorities.
His Trusts and Estates practice includes estate and trust administration, fiduciary guidance, and the preparation of gift, estate, and fiduciary income tax returns. David also advises trustees, executors, and beneficiaries on the administration of estates and trusts, helping clients navigate complex legal and tax-related responsibilities.
In his wealth preservation and business planning work, David counsels clients on the formation and restructuring of business entities, succession planning, and tax-efficient transfers of business and investment interests. He regularly assists clients with strategies designed to support continuity for family-owned businesses and long-term asset management.
As part of his Mergers and Acquisitions Law practice, David represents business owners and companies in acquisitions, sales, financing matters, and general business transactions. He advises clients across a range of industries, including manufacturing, retail, professional services, technology, and agriculture, providing guidance on partnership, corporate, tax, and finance matters.
Affiliations and Acknowledgements- The Best Lawyers in America® (2018-2026) - Mergers and Acquisitions, Trusts and Estates
- The Best Lawyers in America® (2027) - Mergers and Acquisitions, Trusts and Estates
- Martindale-Hubbell AV Rated
- Super Lawyers, New York Upstate Edition, Estate Planning & Probate 2015-2019; 2021-2023
- New York State Bar Association
- American Bar Association
- Florida Bar Association
- American Health Lawyers Association
- Estate Planning Council of Central New York
Additional information about David A. Holstein and Bousquet Holstein PLLC is available at https://www.bhlawpllc.com/our-people/david-a-holstein/.
