In addition to more than three decades of experience as an attorney, David matches that with business experience few other lawyers can match as a certified public accountant. That rare duality allows him to work as a partner with individuals, families and businesses to help them achieve their goals as a member of Barley Snyder’s Business, Real Estate and Trusts & Estates practice groups.
David works with individuals and family-owned businesses in the areas of estate, business and tax planning, business and corporation law matters, real estate development, acquisitions and business financing. He represents family-owned manufacturers, construction contractors, breweries, real estate developers, physicians and other professional practice groups and retail and service companies, working closely with clients, their accountants, engineers, financial planners, brokers and other advisers as a team to guide clients into the future. David assists clients with the formation and operations of limited liability companies (LLCs) and S Corporations.
David has represented some of the region’s most productive families in connection with estate, tax and business succession planning, estate and trust administration and related needs. These services include the development, implementation and administration of comprehensive estate plans, including:
- Marital trusts
- Prenuptial agreements
- Revocable trusts
- Irrevocable life insurance trusts
- GST Exempt Trusts
- Family limited partnerships
- LLCs
- Annual gift planning
- Use of disclaimers
- Simple wills
- Powers of attorney
David represents families, individuals, physicians, small business owners, retirees and other professionals with the same degree of enthusiasm and detail regardless of financial position. David’s real estate practice includes commercial lending, title insurance for commercial real estate, real estate development and leasing. David has also represented hospital authorities, industrial development corporations, PIDA loans, townships and municipal zoning and sewer authorities.
EXPERTISE & CERTIFICATION
- Certified public accountant
OTHER PROFESSIONAL EXPERIENCE
- Licensed Title Agent