David W. Woodburn

Shareholder
Cleveland
1375 East Ninth Street
One Cleveland Center, 10th Floor
Cleveland, OH 44114
P 216.820.4234
F 216.623.0134
P 216.820.4234 | F 216.623.0134

Overview

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.

Dave is a frequent speaker on Estate Planning issues on behalf of various local charities and financial institutions, and also serves as an editor for Properties Magazine.
 

Services

Education

  1. The University of Akron School of Law, J.D.
  2. The University of Akron College of Business Administration, M.B.A.
  3. Miami University, B.S.

Credentials

Bar Admissions
  1. Ohio

Recognitions

  • Named to The Best Lawyers in America® for Real Estate Law (2007-2022) and Trust and Estates (2007-2022)
  • Selected as an "Ohio Super Lawyer" by Ohio Super Lawyers magazine (2012-2020)
  • Crain’s Cleveland's "40 under Forty" award recipient
  • Greater Akron Chamber "30 for the Future Award" award recipient (2010)
  • Leadership Akron, Class XXII

Affiliations

Professional Affiliations
  • Akron Bar Association
    • Estate Planning, Probate & Elder Law Section, Member
    • Probate Law Section, Past President
    • Scholarship Committee, Past Member
  • Ohio State Bar Association
    • Real Property, Probate and Trust Law Section, Member
    • Young Lawyers Section, Past Board of Governors
  • American Bar Association, Past Member
    • Real Property, Probate and Trust Law Section, Past Member
    • Young Lawyers Section and Sports & Entertainment Section, Past Member
  • Cleveland Metropolitan Bar Association
Community Affiliations
  • Stewart’s Caring Place (Akron), Past Trustee
  • Habitat for Humanity of Summit County, Emeritus Trustee and Past President
  • Akron Tax & Estate Planning Council, Past President
  • First United Methodist Church of Akron, Past Trustee
  • Community Health Center Foundation, Past Trustee
  • Ohio Presbyterian Retirement Services Foundation, Past Trustee
  • Rockynol Local Board, Past President and Past Trustee
  • Greenleaf Family Center, Past Trustee
  • St. Hilary School Board, Past President and Past Trustee

Insights

  1. Alerts
    What You Should Know About Proposed Estate Tax Law Changes (Sep 7, 2021)
    IRS Asks Major Crypto Exchange for Users’ Identities and Data (May 24, 2021)
    IRS Cracks Down: Reporting Crypto and NFTs on Your 2020 Taxes (Apr 2, 2021)
    Ohio’s New Limited Liability Company Act – Revised Code Section 1706 (Feb 15, 2021)
    Estate Planning Techniques to Consider In Anticipation of Potential Changes to Estate and Gift Tax Law (Oct 15, 2020)
  2. Articles
    Avoiding Common Property Ownership Issues - Properties Magazine (2016)
    Do Your Due Diligence - Properties Magazine (2014)
    Asset Protection Opportunity for Physicians - MD News Magazine (September/October 2013)
    Asset Protection for Developers/Builders - Properties Magazine (July 2013)
    New Estate Planning Concerns in Light of Recent Tax Changes (co-author) - Aspatore Books (2013)
  3. Presentations
    "Business Succession Planning Breakout Session" - Panelist - Smart Business DealMakers Conference (August 2020)
    "Estate Planning Myths: Fact or Fiction?" (November 2019)
    "Modifying & Decanting Irrevocable Trusts" - Cuyahoga Metropolitan Bar Association Probate Section (2017)
    "Employee Drug & Alcohol Testing and Background Checks" - The Alternative Board #200 and 201 (February 2017)
    "Creating a Legacy" - AXA Advisors Presentation (2017)
  4. Firm News
    74 Roetzel Attorneys Named 2022 Best Lawyers in America®; 18 Recognized as Best Lawyers: Ones to Watch (Aug 19, 2021)
    Shareholder David Woodburn Featured in Smart Business DealMakers Magazine (January 2021)
    Seventy Roetzel Attorneys Named to 2021 The Best Lawyers in America© List; Ten Named “Lawyer of the Year” (Aug 20, 2020)
    23 Roetzel Attorneys Named 2020 Ohio Super Lawyers®; 11 Named Rising Stars® (Nov 27, 2019)
    66 Roetzel Attorneys Named to 2020 The Best Lawyers in America© List (Aug 15, 2019)

Overview

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.

Dave is a frequent speaker on Estate Planning issues on behalf of various local charities and financial institutions, and also serves as an editor for Properties Magazine.
 

Education

  1. The University of Akron School of Law, J.D.
  2. The University of Akron College of Business Administration, M.B.A.
  3. Miami University, B.S.

Credentials

Bar Admissions
  1. Ohio

Recognitions

  • Named to The Best Lawyers in America® for Real Estate Law (2007-2022) and Trust and Estates (2007-2022)
  • Selected as an "Ohio Super Lawyer" by Ohio Super Lawyers magazine (2012-2020)
  • Crain’s Cleveland's "40 under Forty" award recipient
  • Greater Akron Chamber "30 for the Future Award" award recipient (2010)
  • Leadership Akron, Class XXII

Affiliations

Professional Affiliations
  • Akron Bar Association
    • Estate Planning, Probate & Elder Law Section, Member
    • Probate Law Section, Past President
    • Scholarship Committee, Past Member
  • Ohio State Bar Association
    • Real Property, Probate and Trust Law Section, Member
    • Young Lawyers Section, Past Board of Governors
  • American Bar Association, Past Member
    • Real Property, Probate and Trust Law Section, Past Member
    • Young Lawyers Section and Sports & Entertainment Section, Past Member
  • Cleveland Metropolitan Bar Association
Community Affiliations
  • Stewart’s Caring Place (Akron), Past Trustee
  • Habitat for Humanity of Summit County, Emeritus Trustee and Past President
  • Akron Tax & Estate Planning Council, Past President
  • First United Methodist Church of Akron, Past Trustee
  • Community Health Center Foundation, Past Trustee
  • Ohio Presbyterian Retirement Services Foundation, Past Trustee
  • Rockynol Local Board, Past President and Past Trustee
  • Greenleaf Family Center, Past Trustee
  • St. Hilary School Board, Past President and Past Trustee

Insights

  1. Alerts
    What You Should Know About Proposed Estate Tax Law Changes (Sep 7, 2021)
    IRS Asks Major Crypto Exchange for Users’ Identities and Data (May 24, 2021)
    IRS Cracks Down: Reporting Crypto and NFTs on Your 2020 Taxes (Apr 2, 2021)
    Ohio’s New Limited Liability Company Act – Revised Code Section 1706 (Feb 15, 2021)
    Estate Planning Techniques to Consider In Anticipation of Potential Changes to Estate and Gift Tax Law (Oct 15, 2020)
  2. Articles
    Avoiding Common Property Ownership Issues - Properties Magazine (2016)
    Do Your Due Diligence - Properties Magazine (2014)
    Asset Protection Opportunity for Physicians - MD News Magazine (September/October 2013)
    Asset Protection for Developers/Builders - Properties Magazine (July 2013)
    New Estate Planning Concerns in Light of Recent Tax Changes (co-author) - Aspatore Books (2013)
  3. Presentations
    "Business Succession Planning Breakout Session" - Panelist - Smart Business DealMakers Conference (August 2020)
    "Estate Planning Myths: Fact or Fiction?" (November 2019)
    "Modifying & Decanting Irrevocable Trusts" - Cuyahoga Metropolitan Bar Association Probate Section (2017)
    "Employee Drug & Alcohol Testing and Background Checks" - The Alternative Board #200 and 201 (February 2017)
    "Creating a Legacy" - AXA Advisors Presentation (2017)
  4. Firm News
    74 Roetzel Attorneys Named 2022 Best Lawyers in America®; 18 Recognized as Best Lawyers: Ones to Watch (Aug 19, 2021)
    Shareholder David Woodburn Featured in Smart Business DealMakers Magazine (January 2021)
    Seventy Roetzel Attorneys Named to 2021 The Best Lawyers in America© List; Ten Named “Lawyer of the Year” (Aug 20, 2020)
    23 Roetzel Attorneys Named 2020 Ohio Super Lawyers®; 11 Named Rising Stars® (Nov 27, 2019)
    66 Roetzel Attorneys Named to 2020 The Best Lawyers in America© List (Aug 15, 2019)