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.
Articles by topic
Blog
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.
Blog
Estate planning is the process of arranging for the transfer of your wealth in a way that minimizes legal complexities, taxes, and costs.
News Room
Blog
Directed trusts provide many benefits to trust creators. Learn what they are and how they may be used.
Blog
Depending on your goals for your estate, you can explore options to see which most closely align with your wealth transfer plan. One such tool available is an intentionally defective grantor trust.
