David has extensive experience in the following areas:

• Business succession planning involving complicated stockholder agreements, operating agreements, incentive agreements, and the like.
• Representation of privately held businesses in connection with mergers, acquisitions, financings, joint ventures, capital raises, recapitalizations and restructurings.
• Representation of affluent families with complex personal and financial circumstances, including the design and implementation of comprehensive estate and succession plans.
• Advanced estate planning involving the drafting and implementation of irrevocable trusts, generation-skipping trusts, intentionally defective irrevocable trusts, asset protection trusts, revocable trusts, gift trusts, insurance trusts, qualified personal residence trusts, charitable remainder trusts, grantor retained annuity trusts, and the like.
• Gift and estate tax reporting and return preparation, including the defense and resolution of IRS gift and estate tax audits involving valuations of closely held entities and assets.
• Trust decantings, probate court reformations of trusts, and the drafting of private settlement agreements for trusts.