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Overview
David helps his clients navigate the estate and trust administration process, providing both legal and practical advice as to the proper exercise of their duties.
David’s practice focuses on estate and trust administration. He represents individual and corporate fiduciaries in all aspects of administering complex estates and trusts, including identifying and transferring assets, coordinating post-death tax planning, filing tax returns, and resolving other issues that arise during the administration. David understands that settling an estate or trust can be complicated and overwhelming, so he works closely with his clients to make sure the administration is handled properly and efficiently.