Client
As a CPA, I rely on David as my go-to expert for complex trust and estate matters. His deep knowledge and long experience in identifying, structuring, and optimizing tax strategies make him an invaluable resource to my practice. Whenever I have a client with a trust issue or estate planning question, he is the first person I consult before advising the client. David is consistently accurate, thoughtful, and the safest and most reliable source for this area of work.