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Daniel C. David

Experience
Mr. David's practice involves all aspects of wealth preservation and estate planning, including the preparation of wills, revocable trusts, irrevocable trusts, charitable remainder trusts, and other estate planning vehicles and instruments. He specializes in multi-generational planning for high net worth families.

Mr. David has extensive experience in estate, gift and generation-skipping tax planning, establishment and funding of trusts, and resolution of disputes concerning trust and probate estates. He also advises individual and institutional fiduciaries and beneficiaries with respect to the administration of trusts and estates.

Mr. David also has extensive experience in real estate, corporate and partnership law, finance and business transactions and business transactions.

Education
University of California, Boalt Hall School of Law, J.D., 1983
University of Virginia, B.A., with high distinction, 1978; M.S. Environmental Science, 1980

Admissions
California

Memberships
California State Bar Association
Santa Barbara County Bar Association

 

     

 

Daniel C. David

Of Counsel
Phone: 805.962.0011, ext. 169
Fax: 805.965.3978
E-mail Me

Estate Planning
Trust and Probate Administration
Tax Law
Business Law

 

 
             
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