About
Dave has over 35 years experience counseling clients on all aspects of business law. His advice includes the legal aspects of the formation, operation, disposition, merger and acquisition of closely held enterprises.
Dave has significant experience in estate and gift planning, advanced retirement plan designs, and the operation of tax-qualified plans. He also represents clients in IRS tax controversies, particularly those arising out of retirement plan audits and estate gift tax audits.
Overview
Practice focus
Firm
Office details
Location
Cleveland, OH 44114
Tell us about your case and we connect you with a business law attorney near you. Free to use, no obligation.
Services
Practice areas
Languages
Reviews
Be the first to leave a review
Share your experience
No reviews yet
Be the first to share your experience working with David.
Is this your profile?
Claim it to update details and respond to leads.
Credentials
Bar admissions
- Ohio, State of Ohio
Education
- Case Western Reserve University, J.D., graduated 1980
- John Carroll University, B.S. & B.A., graduated 1977
Affiliations
- Cleveland Metropolitan Bar Association - Member
- Ohio State Bar Association - Member
- Estate Planning Council of Cleveland - Member
- Geauga Park District Foundation - Former Trustee
- Tax Club of Cleveland - Member
- Troy Township (Geauga County) Board of Zoning Appeals - Former Member
