Managing Partner

David is an attorney with over 30 years of experience, certified by the State Bar of California as a specialist in Estate Planning, Trust and Probate Law

He is active both professionally and in the community, serving on numerous boards and committees, including:

• Advisory Council, California State University, Channel Islands (2007–2010)

• Board of Directors, Estate Planning, Trust and Probate Law Section, Ventura County Bar Association (1998–present)

• Member, San Fernando Valley Bar Association (2006–present)

• Board of Directors, Los Angeles Pet Park (1999–2005)

• Board of Directors, Make-A-Wish Foundation, Ventura, Santa Barbara and San Luis Obispo Counties Chapter (2001–2004)

• Ventura County Bar delegate to the State Bar of California (2006–2010)

David is also a frequent lecturer at the United States Naval Base, Ventura County on estate planning, federal estate and gift taxation, and Medi-Cal planning.

He earned his Bachelor of Arts from the University of California, Irvine (1987), his Juris Doctor from Vermont Law School (1991), and his Master of Laws in Taxation from Villanova University School of Law (1992).

David's practice focuses on Estate Planning, Trust, and Probate Law, including:

• Trust and estate litigation

• Will and trust contests

• Executor and trustee removal or defense

• Protection of heir and beneficiary rights

• Conservator, executor, and trustee forensic accountings