About
With 20 years of experience in trusts and estates, David has helped create numerous innovative solutions for modern estate planning challenges. As an attorney, he designed trusts to meet unique circumstances and advised fiduciaries on the high standards required of them, litigating when necessary to redress fiduciary breaches or resolve drafting ambiguities. As the leading executive for Wealth Enhancement Trust Services, David ensures that his team is well equipped to administer the complex (and simple) cases entrusted to them with compassion and experience.
Education
- BA - University of California - Berkeley
- JD - Georgetown University Law Center
Articles by topic
Blog
The concept of an inheritance is well known—but "inheritance," as defined by people and by the law, can often be two very different things.
Specializing in trust services, I’ve crafted estate-planning solutions for countless clients. A particular highlight for me is working with them on understanding the fundamental intricacies of inheritance. Let’s explore the process of passing on assets.
Blog
Directed trusts are a relatively new concept, enabled through the enactment of various states’ statutes. Not all states have directed trusts, and not all states’ laws on directed trusts are created equal. To understand directed trusts, a review of the history of a trustee’s duties is helpful.
Blog
When it comes to estate planning, there are a lot of tools at your disposal to carry out your wishes after you’re gone.
Blog
A charitable lead trust (CLT) is a popular gifting technique that combines charitable planning with tax planning. CLTs are split-interest trusts, meaning the beneficial interests are split between charitable purposes and non-charitable beneficiaries. The trust starts by paying a fixed annuity or unitrust amount to a charitable organization for the “lead” period, which can be a term of years or someone’s life.
Blog
A trust is a legal contract created when you transfer property to a trustee for the benefit of someone else. The trustee manages the property for the beneficiary in accordance with the terms and instructions in the trust document.
