David is a member in the Tax, Trusts and Estates Department.

Experience

David advises high-net-worth individuals and families on income, estate and gift tax planning by integrating asset protection, lifetime gifting strategies and business succession planning. He drafts a wide range of documents, including wills and trusts, as well as insurance trusts (ILITs), charitable trusts (CLATs, CRUTs and CRATs), dynasty trusts, grantor retained annuity trusts (GRATs), spousal limited access trusts (SLATs), qualified personal residence trusts (QPRTs), intentionally defective grantor trusts (IDGTs), spousal lifetime access non-grantor trusts (SLANTs), completed gift non-grantor trusts, incomplete gift non-grantor trusts (INGs), and beneficiary defective inheritor’s trusts (BDITs). David has substantial experience working with entrepreneurs and partners in hedge funds, private equity funds and closely-held businesses, as well as implementing tax planning for individuals who own Qualified Small Business Stock (QSBS).

Networks & Affiliations

David is a frequent lecturer and writer on income, estate and gift tax planning.  He is an active member of the New York City Bar and currently serves on the Estate & Gift Taxation Committee. David earned his B.A. from the University of Wisconsin – Madison and his J.D. from the University of Miami School of Law. Prior to joining the firm, he worked as a Trusts and Estates Attorney at a mid-sized New York law firm.

honors & Awards

Recognized for the quality of his legal work and professionalism in the areas of Trusts and Estates, David has been awarded the top rating of AV-Preeminent by Martindale-Hubbell, the premier directory of legal professionals.

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