Of Counsel
Cleveland
1375 East Ninth Street
One Cleveland Center, 10th Floor
Cleveland, OH 44114
P:
216.820.4234
216.820.4234
F: 216.623.0134
E: [email protected] | vCard
Akron
Dave’s practice is primarily focused in the area of estate planning law, with an emphasis on business succession and asset protection planning. Dave represents professionals and closely held business owners and counsels them in developing plans designed to reduce estate tax exposure and maximize wealth preservation for desired heirs. He works to make sure each client’s plan is personalized to reflect his or her personal goals.
Dave also deals with many facets of probate litigation and inheritance controversies, including will contests, trust challenges, undue influence, and breach of fiduciary duty claims. He routinely handles trust and estate administrations and assists individuals in modifying and reforming irrevocable trusts that no longer comport with the individuals’ desired goals.
Dave has served as guardian of person and estate for individuals in the past and has represented family members who seek to either impose a guardianship or challenge a third-party seeking to obtain guardianship over another.
A large portion of Dave's practice centers on real estate transactions and advising individual homeowners and businesses entering into sales agreements and dealing with residential and commercial issues such as easements, property restrictions and related disputes. He is also a frequent speaker on Estate Planning issues on behalf of various local charities and financial institutions.