David has particular experience advising ultra-high-net-worth clients on complex wealth transfer strategies. He is acutely familiar with advanced estate planning tools, such as grantor retained annuity trusts, beneficiary defective inheritor’s trusts, self-canceling installment notes, and private annuities. David also counsels family offices on structuring and managing wealth across jurisdictions, offering creative tax mitigation strategies and governance insights.
Clients additionally turn to David for guidance on lifetime taxable transfers, tax-exempt trusts, and grantor trust structures designed to preserve and transfer wealth efficiently. His integrated approach blends technical tax knowledge with a strategic understanding of family dynamics, helping clients achieve both legacy and financial objectives.