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
You want to make sure your loved ones can keep as much of their inheritance as possible. Nobody wants to see their legacy get chipped away by a large tax bill, but that’s exactly what could happen to your estate without careful planning.
Newsroom
David Carlson, President, Wealth Enhancement Trust Services, at Wealth Enhancement, recently contributed an article to Kiplinger titled, “Inheritance, Simplified: How Assets Are Passed Down.”
