About David

David advises individual clients and families planning the transfer of their wealth from one generation to the next, to provide for friends and loved ones, or to accomplish philanthropic goals.

In his estate planning representation, David works to determine and frame his clients’ goals and then plan, structure, and draft estate planning documents to achieve those goals. That representation is not just the creation of an estate plan, but an overall strategy including estate, gift, income, and property tax analysis, with consideration of insurance and retirement plans, business planning, and coordination with other professionals.

Along with his wife, daughter, and dog, David enjoys traveling, hiking, camping, and scuba diving. David is also an avid photographer who loves to cook and play ice hockey.

Professional Experience

In addition to planning, David has represented dozens of trustees and executors, advising them on all aspects of trust administrations and probates. David has years of experience in navigating his clients through these issues and making sure they are protected along the way.

David also advises clients in tax planning for both personal and business transactions. He represents clients in tax controversies such as gift and estate tax audits and real property tax matters with local County Assessors. David is able to work with clients in the formation and operation of business entities, including non-profit foundations, charities, and charitable trusts.

David in the Community

David serves on the Boards of Directors of several local charities and is active in many Santa Barbara civic organizations.