David enjoys working with clients to understand their values and goals for their family. He seeks to help clients fulfill these goals and pass assets down generations and in support of charitable interests. Listening to clients to understand their unique family situations is a very important part of David’s planning conferences. He works with his colleagues to help families transition their wealth, including business interests, and continue the family’s core values.
David’s experience includes counseling clients in the following areas:
- Wills and Living Trusts
- Planning for family businesses, partnerships, and professional practices
- Planning for persons with disabilities
- Elder law issues
- Retirement benefits planning
- Wealth preservation planning
- Asset protection planning
Tax planning to minimize estate, gift and other taxes, including:
- Trusts and Wills to utilize tax credits and minimize taxes
- Generation Skipping tax planning
- Life Insurance Trusts to avoid taxes
- Charitable giving and charitable trusts
- Irrevocable Trusts, including Personal Residence Trusts
- Representing not-for-profit organizations and institutions
PROFESSIONAL & CIVIC AFFILIATIONS
- Member, Trusts & Estates Section, New York State Bar Association
- Member, Elder Law Section, New York State Bar Association
- Member and Former President, Estate Planning Council of Rochester
- Member, Rochester Rotary Club
- Former President, Board of Directors, Rochester Rotary Club Charitable Trusts
- Member, University of Rochester Planned Giving Council
- Member and Counsel, Board of Directors, Rochester Area Community Foundation
- Member, Advisory Board, YMCA of Greater Rochester
HONORS & AWARDS
- AV Preeminent® Peer Review Rated by Martindale-Hubbell
- Selected by his peers for inclusion in The Best Lawyers in America© in the field of Trusts and Estates
- Selected to the Upstate New York Super Lawyers list, 2012-2019
