David also has many years of experience in forming business and investment vehicle entities, integrating the formed entities with his client’s current estate and business succession plans. He works with the client’s team of advisers to ensure the material assets are all properly titled and allocated to, and between, the multiple trusts and entities formed to create a customized, integrated and holistic estate and business succession plan.
David and his team regularly assist clients with trust and estate administration, as well as working with G2 and G3 clients to assist them through the administration process.
In addition to working with clients’ companies and businesses, which include manufacturing, technology, healthcare, dental professionals, medical devices, real estate development and agriculture, David serves and counsels many private companies and company owners. This work includes coordinating the company’s and the owner’s needs for many services that Barnes & Thornburg provides not only in Michigan, but throughout the country, including litigation, labor and employment, IP, environmental, real estate and insurance counseling services.
Professional and Community Involvement
Member, State Bar of Michigan, Corporate Section
Member, State Bar of Michigan Probate and Estate Planning Section
Member, State Bar of Michigan Taxation Section
Member, Advisors Board, Fremont Area Community Foundation
Former board vice chair, Grand Rapids Catholic Central High School
Former member, Grand Rapids Diocese Foundation for Catholic Secondary Education
Former member, Catholic Charities of West Michigan Planned Giving Advisory Council
Former board member, Kent County Literacy Council
Former board member, Kids Against Hunger
Honors
Business Today Top 10 Trailblazing Private Wealth Law Lawyers in Michigan, 2023
Grand Rapids Magazine Top Lawyers, 2022-2025
The Best Lawyers in America, 2018-2025
Chambers and Partners, High Net Worth Law, Private Wealth Law, 2021-2024
Martindale-Hubbell, AV rated, 20-plus years