Overview
David practices in the areas of estate and business planning, corporate, and probate and trust administration. He is dedicated to helping privately held businesses and their owners navigate a variety of legal issues related to their planning matters. With extensive knowledge in trusts, estate and gift tax planning, and asset protection planning, David helps his clients preserve their assets and make future plans.
Practice Areas
Credentials
Education
Capital University Law School (J.D., 1998; cum laude)
University of Dayton (M.B.A., 1997)
Ohio University (B.B.A. in Business, 1991; cum laude)
Bar Admissions
Ohio
U.S. District Court, Southern District of Ohio
U.S. Tax Court
Professional Highlights
Noteworthy Experience
Counsels privately-held businesses and their owners.
Administration of estates with a wide range of tax and probate issues.
Extensive experience with trusts, estate and gift tax planning with business entities, and asset protection planning.
Estate and gift tax returns and audits.
Probate and trust disputes.
Publications & Speaking Engagements
Client Alert: American Taxpayer Relief Act of 2012
Client Alert: An Important New Asset Protection Tool: The Ohio Legacy Trust Act, March 2013
Client Alert: Estate Planning and Tax Issues after DOMA is Ruled Unconstitutional, August 2013
Client Alert: Happy New Year! The Death Tax Lives, 2011
Published in Capital University Law Review and Probate Law Journal of Ohio
Professional Recognition
Top Young Lawyers in Ohio – Cincinnati Magazine
Ohio Super Lawyers Rising Star
Affiliations and Civic Involvement
Member, Ohio State Bar Association (Estate Planning, Trust and Probate Law Section)
Member, Columbus Bar Association (Estate Tax and Business Tax Committees)
Served on Executive Board of Capital University Law Review
David practices in the areas of estate and business planning, corporate, and probate and trust administration. He is dedicated to helping privately held businesses and their owners navigate a variety of legal issues related to their planning matters. With extensive knowledge in trusts, estate and gift tax planning, and asset protection planning, David helps his clients preserve their assets and make future plans.
Practice Areas
Education
Capital University Law School (J.D., 1998; cum laude)
University of Dayton (M.B.A., 1997)
Ohio University (B.B.A. in Business, 1991; cum laude)
Bar Admissions
Ohio
U.S. District Court, Southern District of Ohio
U.S. Tax Court
Noteworthy Experience
Counsels privately-held businesses and their owners.
Administration of estates with a wide range of tax and probate issues.
Extensive experience with trusts, estate and gift tax planning with business entities, and asset protection planning.
Estate and gift tax returns and audits.
Probate and trust disputes.
Publications & Speaking Engagements
Client Alert: American Taxpayer Relief Act of 2012
Client Alert: An Important New Asset Protection Tool: The Ohio Legacy Trust Act, March 2013
Client Alert: Estate Planning and Tax Issues after DOMA is Ruled Unconstitutional, August 2013
Client Alert: Happy New Year! The Death Tax Lives, 2011
Published in Capital University Law Review and Probate Law Journal of Ohio
Professional Recognition
Top Young Lawyers in Ohio – Cincinnati Magazine
Ohio Super Lawyers Rising Star
Affiliations and Civic Involvement
Member, Ohio State Bar Association (Estate Planning, Trust and Probate Law Section)
Member, Columbus Bar Association (Estate Tax and Business Tax Committees)
Served on Executive Board of Capital University Law Review
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