In addition to the formulation of estate plans while addressing wealth transfer tax issues and income tax issues, David has vast experience in assisting clients in various family business planning and succession planning matters. He has expertise in the preparation of all estate planning and trust documents and related transactional documents. He also regularly counsels business owners and professional clients regarding exit strategies, charitable giving techniques and planning for retirement. David assists clients in preparing and implementing revocable living trusts, life insurance trusts, charitable remainder and charitable lead trusts, grantor retained annuity trusts, intentionally defective grantor trusts, generation-skipping dynasty trusts, qualified personal residence trusts, and numerous other types of revocable and irrevocable trusts to complement the estate plan.
He also has extensive experience in probate and trust administration, petitioning the Probate Court regarding numerous types of will, estate and trust issues, petitioning for modification and early termination of irrevocable trusts, and assisting parties to resolve will, estate and trust controversies.
David also has assisted professionals and entrepreneurial clients with buying and selling businesses, mergers and acquisitions, spin-offs and split-offs, business liquidations, real estate transactions, like-kind exchanges, leasing matters, and business and tax planning involving the formation and operation of business entities. David assists clients in blending these business matters with the estate planning process.
COURT AND BAR ADMISSIONS:
State Bar of Arizona (1976)
State Bar of California (1973)
U.S. Tax Court (1974)
U.S. Supreme Court (1997)
U.S. Federal District Court, Arizona and California
PROFESSIONAL AFFILIATIONS & MEMBERSHIPS:
Arizona Community Foundation Professional Advisory Board Member
2009-2010 Chair of the Executive Counsel of Probate & Trust Section of State Bar of Arizona
Tax Section, Real Estate Section, and Probate and Trust Section of State Bar of Arizona
Arizona Bar Foundation, Fellow
Central Arizona Estate Planning Council (former president and director)
State Bar of California Probate & Trust Section
American Bar Association Real Property, Probate and Trust Section and Tax Section
HONORS, APPOINTMENTS AND AWARDS:
Best Lawyers in America
Southwest Super Lawyers
Arizona's Finest Lawyers
American College of Trust & Estate Counsel, Fellow
PUBLICATIONS AND SPEAKING EXPERIENCE:
Published articles in the Arizona State Law Journal, Arizona Bar Journal, and other State Bar of Arizona publications. David has been a speaker for various tax and estate planning seminars, including the State Bar of Arizona and Arizona Community Foundation.