About
Mr. David is one of the pinnacle tax and estate making plans legal professionals at the Central Coast. He additionally has substantial enjoy and information advising U.S. customers on wealth preservation, accept as true with and estate management and actual estate, finance and business transactions, and advising foreign customers on structuring inbound purchases and investments and U.S. property and present tax making plans.
Mr. David is well versed in all factors of superior property and present tax making plans. The number one recognition of his property making plans exercise, but, is advising clients on non-public own family problems, which include supporting with clients philanthropic goals, helping to teach heirs approximately prison and monetary matters, establishing trusts to create incentives for heirs to be self-sufficient, protecting circle of relatives belongings from heirs creditors (which includes ability future ex-spouses) and providing gear to trustees to address substance abuse issues.
Before shifting to Santa Barbara from Los Angeles in 1999, Mr. David s practice protected representing clients in real estate and corporate equity and debt financings. As a result of his knowledge of finance and capital markets, Mr. David has a unique ability to work with clients cash managers to make sure that financial hazard is being accurately assessed and addressed.
Mr. David s career accomplishments consist of performing as California counsel for the Commercial Lending Division of Bank of New York, and, in 2006, requiring adjustments to the same old escrow terms beneath the Master Derivatives Agreement then utilized by funding banks in diversification transactions concerning focused stock positions. These adjustments prevented the hazard of losing over $70 million of a purchaser’s inventory from funding bank bankruptcies at some point of the 2008-2009 economic crisis.
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Location
Legal Issues
- Probate
- Probate Administration, Probate Litigation, Will Contests
- Estate Planning
- Guardianship & Conservatorship, Health Care Directives, Trusts, Wills
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
- Real Estate Law
- Commercial Real Estate, Condominiums, Easements, Eminent Domain, Homeowners Association, Land Use & Zoning, Mortgages, Neighbor Disputes, Residential Real Estate, Water Law
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
Costs
- Payment With Credit Card
Certificates
Languages
- English: Spoken, Written
Accepted Jurisdictions
Experience
- Partner
Rogers Sheffield & Campbell, LLP
Educations
Graduation year:
Graduation year:
