David’s many years of experience in financial and project management give him the skills to advise his clients on the intricacies of estate planning and long-term care. David helps his clients understand that estate planning should include both having an effective distribution plan in place and saving money.

David makes building long-term relationships a priority and prides himself on representing multiple generations of the families he serves.

David works with clients to create an estate plan that works best for their situation and that carries out each client’s wishes, whether that involves establishing health care directives, powers of attorney, beneficiary designations, wills and trusts, or use of other estate planning tools. He also helps family members navigate the probate and trust administration process. In addition, David has experience in real estate transactions, particularly those involved with the estate planning process, preservation of assets for the next generation, and succession planning.

Practice Areas

Estate Planning
  • Wills and revocable (living) trusts
  • Insurance trusts and other irrevocable trusts
  • Family limited partnerships and family limited liability companies
  • Prenuptial and postnuptial agreements
  • Family cabin succession planning
  • Business succession planning and buy/sell Agreements
  • Charitable trusts
Tax Planning
  • Preparation of estate and gift tax returns
  • Estate and gift tax planning
  • Charitable giving
Probate and Trust Administration
  • Full-service probate and trust administration
  • Probate court filings
  • Fiduciary and estate tax return preparation
  • Representation of beneficiaries, trustees, personal representative, heirs, and creditors in administration
  • Trust and Will construction
  • Trustee removal and succession matters
Farm Matters
  • Formation of business entities for farm operation and ownership of agricultural assets
  • Transferring or selling ownership of agricultural real estate, equipment, and farm assets
  • Liquidating farm assets (i.e. selling equipment and livestock, and selling land)
  • Renting or leasing agricultural land and equipment

Admissions

  • Minneosta

 

Education

  • J.D., University of Minnesota Law School
  • B.A., Concordia College, Moorhead, Minnesota

Professional Activities

  • Probate and Trust Law Section, Minnesota State Bar Association
  • Elder Law Section, Minnesota State Bar Association
  • Minnesota State Bar Association
  • Eighth District Bar Association

 

Community Involvement

  • Board Member, SW Metro Chamber of Commerce
  • Member, Chaska Rotary