Estate Planning

Probate and Trust Litigation

• Ohio, 1995

• U.S. District Court for the Southern District of Ohio, 2001
• U.S. Tax Court, 2004

• The Ohio State University, Moritz College of Law, J.D., 1995
• Capital University, B.A., 1991, cum laude

David is a member at Frost Brown Todd in the personal planning and family business department. He focuses his practice on estate planning, probate, asset protection and business succession planning. He represents individuals, families and business owners to create customized estate and succession plans that achieve their individual, family and business objectives. David is OSBA Certified in Estate Planning, Trust and Probate Law.

David has served on the Advisory Board for Commerce Clearing House's Journal of Practical Estate Planning and was a regular columnist. Additionally, he teaches a number of Continuing Education Classes for attorneys, accountants and life insurance professionals and has taught workshops for numerous national corporations and has led workshops for Planned Philanthropic Giving. In addition to teaching for national audiences across the country, David has been a regular presenter for regional Ohio Life Underwriter organizations and was a feature presenter for the Statewide conference of the Ohio Association of Life Underwriters.

Experience

Estate Planning, Probate & Trust Administration
Assisting families and business owners with designing, drafting and implementing estate and succession plans. Drafting inter-vivos trusts, irrevocable life insurance trusts, family partnerships, split interest trusts and wills. Analyzing financial documents, working with financial advisors to coordinate appropriate products.

Retirement Planning
Counseling individuals and business owners on selecting and maintaining appropriate retirement plans. Work with qualified and non-qualified plans.

Asset Protection
Assisting families in creating asset protection plans including use of family partnerships, offshore trusts, and domestic asset protection trusts.

Charitable Planning
Designing, drafting, implementing Charitable Remainder Trusts, Charitable Lead Trusts, Supporting Organizations and Private Foundations.

Litigation
Extensive Civil Litigation experience including estate, probate, trust, and fiduciary litigation.

Business Succession Planning
Assisting Business Owners with analyzing and establishing appropriate business continuation plans, drafting and executing appropriate contracts.

Tax
Responsible for advising, reviewing, and preparing income and estate tax returns. Representation of tax audits on federal and state level. Advise clients and businesses on tax planning.

Corporate Counsel
Worked with business owners to establish, run and transition businesses. Representation covers choice of entity, tax strategies, operating agreements, contract review, stock purchase agreements, asset purchase agreements, and general corporate transactions.

Commercial and Residential Real Estate
Assisting individual and corporate clients with real estate transactions including contract drafting and review, 1031 Exchanges, land contract, rental and lease contracts, and commercial and residential real estate litigation.

• AV® Rated, Martindale-Hubbell®, Highest level of "ethical standards and professional ability"
• Forty Under 40, Business First, 2005
• Selected for inclusion in Ohio Super Lawyers® 2011 and Rising Star, 2006 and 2007
• List of Rising Stars, Business First, 2006 and 2007
• Appointed to the Ohio State Bar Association Estate Planning, Trust and Probate Law Section Council

• Ohio State Bar Association, OSBA Certified in Estate Planning, Trust and Probate Law
• American Bar Association, Real Property and Probate Committee; Tax Committee
• Columbus Bar Association, Estate Tax Committee; Probate Committee

• Serving Our Neighbor (Hillard Summer Lunch Program), Board Member
• Grandview Heights High School, Football Coach
• YMCA, Mission-Based Philanthropy Committee
• Capital University, former Lecturer and Assistant Debate Coach
• FirstLink, Past Board Member
• Hilliard Ohio Soccer Association, Soccer Coach

Worthington Estate Planning Council, 2012

Ethical Issues in Probate Litigation, (Ohio Probate Law Journal, May/June 2010)

Drafting Wills and Trusts, Ohio State Bar Association, 2003-2011

Charitable Planning, Ohio State Bar Association, August 2004

Medicaid Qualification in Ohio, Ohio Association of Insurance and Financial Advisors, May 2004

Business Succession, Ohio Lumberman's Association,  March 2003 and March 2004

Charitable Giving, Ohio Catholic Foundation, November 2003

Economic Growth and Tax Relief Reconciliation Act of 2001, Financial Planning Association of Central Ohio, July 2003

Estate Planning, Martin County Florida Estate Planning Council, 2000

Charitable Giving, Mercy Hospital Foundation, April and October 1999

New Strategies for Estate Planning, Contributing Author, Aspatore Publishing, 2008

Unearthing Ohio's Burial Rights: Human Bodies and Parts Thereof, October 2007

"To Avoid Personal Liability, Corporate Directors Must Stay Focused on the Process," Midwest In-House, July 2007

How Schiavo Impacted End of Life Planning, January 2006

"Giving: Philanthropy for Everyone," Contributing Author, September 2002

"Code Section 419 Plans: What are they and Who Needs Them?" Journal of Practical Estate Planning

"Planning for Clients with Special Needs Children," Journal of Practical Estate Planning, October 2000

"The Transformational Dialectic," Journal of Practical Estate Planning, January 2000

"The Transformational Dialectic," Journal of Practical Estate Planning, 1999