Recognized in Best Lawyers since 2018 
At Bousquet Holstein PLLC in Syracuse, New York, David A. Holstein advises individuals, families, business owners, and closely held companies on matters involving estate planning, wealth preservation, business succession, and Mergers and Acquisitions Law. For more than 30 years, he has helped clients develop practical legal and tax strategies designed to preserve assets, support long-term business goals, and address the needs of future generations.
David works closely with clients to prepare wills, trusts, pre-marital agreements, and other estate planning documents tailored to their personal, family, and financial objectives. His practice includes advising clients on Trusts and Estates matters, including trust administration, fiduciary responsibilities, estate settlement, and related tax considerations. He also assists with the preparation of gift, estate, and fiduciary income tax returns.
In addition to his estate planning and trust administration work, David counsels business owners on a wide range of corporate and transactional matters. His practice includes advising clients on business formation, compensation planning, ownership transitions, financing strategies, and Mergers and Acquisitions Law. He represents clients involved in the purchase and sale of businesses and regularly works with companies in the manufacturing, retail, professional services, technology, and agricultural sectors.
David’s approach emphasizes careful planning, responsiveness, and a thorough understanding of each client’s objectives. By combining knowledge of business, tax, and estate law, he helps clients navigate complex legal and financial decisions with clarity and confidence.
