Overview

Dave is a partner in the Vorys Cincinnati office and a member of the tax group.  His practice includes estate planning for wealthy individuals and families, including wills and trusts, charitable planning, planning for insurance and wealth transfers, qualified personal residence trusts (QPRTs), grantor retained annuity trusts (GRATs), installment sales to defective trusts, family limited partnerships, and planning for family vacation properties.  Dave’s practice also includes planning for closely held entities, including limited liability companies, partnerships and corporations.  His practice further includes representation of fiduciaries and beneficiaries in connection with estates and trusts.

Dave is a member of the American Bar Association, the Cincinnati Bar Association and the Cincinnati Estate Planning Council.

Dave has been a frequent speaker on topics such as family limited partnerships and irrevocable insurance trusts.

Dave received his J.D. from Vanderbilt University Law School and his B.A. from the University of Michigan.

Honors & Recognitions

The Best Lawyers in America, Trusts and Estates, 2008-2023

Martindale-Hubbell AV Peer Review Rated

Professional & Community Activities

Cincinnati Bar Association, Estate Planning and Probate Committee, Chairman, 2000-2001

Cincinnati Bar Association, Advanced Estate Planning Institute Committee, Chairman, 1998

News & Insights

News

Publications

Education

Vanderbilt University Law School, J.D., 1981

University of Michigan, B.A., 1978

Bar & Court Admissions

  • Ohio
  • U.S. District Court for the Southern District of Ohio
  • Admitted to practice law only in the states listed above.
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