David C. Jacobson is a Partner in the firm’s Trusts & Estates and Tax Exempt Organizations Practice Groups. David has worked with entrepreneurs and business owners for his entire career. His common sense approach, and his comprehensive knowledge of tax, estate planning, and philanthropy, allow him to counsel families effectively.
David’s practice encompasses all aspects of estate planning, with an emphasis on asset protection and the efficient transfer of assets among several generations of a family. He has considerable expertise in minimizing the impact of transfer taxes upon the death of senior family members. He structures and implements sophisticated estate plans for both U.S. residents and non-residents.
David counsels individuals on sophisticated charitable giving techniques as well. His tax-exempt organizations practice includes the representation of private foundations and public charities, from formation through dissolution, monitoring compliance with state and federal regulations, and advising on administrative matters with particular emphasis on grant-making activities.
In addition to wealth transfer planning and tax-exempt organizations, David also advises on all aspects of complex estate and trust administration. He supervises the administration of estates from probate through final distribution, including all dealings with the federal and state tax authorities.
David has published numerous articles in leading national publications, including Journal of Wealth Management, Estate Planning Journal, Trusts and Estates, Institutional Investor’s Private Asset Management, and the New York Law Journal.
He has spoken at prominent national conferences sponsored by prestigious professional organizations including American Bankers Association Graduate Trust School, Institute for Private Investors, Practicing Law Institute, Institute for International Research, Institutional Investor’s Integrated Wealth Management Forum, Financial Research Associates, American Bankers Association, New York City Bar Association, and Florida Bar Association.
David received his LL.M. in Taxation from Georgetown University Law Center in 1992, his J.D. from the University of Miami School of Law in 1991, and his B.A. in Philosophy from the University of Oklahoma in 1988.
David is admitted to practice law in both New York and Florida.