David W. Carter is an experienced estate planning attorney who advises individuals, families, and business owners on comprehensive wealth and legacy planning strategies. He focuses on creating customized estate plans that align with each client’s financial goals, family dynamics, and long-term objectives, while ensuring they clearly understand every step of the process and feel confident in their decisions.
- Estate planning and wealth transfer strategies
- Probate and trust administration
- Estate, gift, and income tax planning
- Business succession planning
- Asset protection and multi-generational planning
He earned his Bachelor of Science from the University of Toledo and his Juris Doctor from Thomas M. Cooley Law School. Before joining Eastman & Smith, Mr. Carter gained valuable experience working with a large financial institution, giving him a strong foundation in both legal and financial aspects of estate planning.
In addition to his client work, Mr. Carter is an active speaker and educator. He regularly presents at seminars and community events, helping individuals and professionals better understand the importance of estate planning, trust administration, and tax-efficient wealth transfer strategies.