David R. Pash
PARTNER
Contact:
239-435-1533 office
Practice Areas:
Estate Planning
Estate & Trust Administration
Estate, Gift & Fiduciary Income Taxation
David R. Pash has a Master's Degree in taxation and practices law in the areas of
estate planning, estate administration, business planning, and tax planning.
Mr. Pash focuses his practice on sophisticated gift, estate, and generation-skipping
transfer tax planning techniques designed to minimize the tax impact of
multi-generational wealth transfers and on the administration of
complex estates.
Recent experience includes:
-
Designing, preparing, and implementing estate plans for individuals and
families focused on tax efficiency and confidentiality
- Representing individual and corporate fiduciaries in the administration
of complex estates and trusts
- Preparing complex estate tax returns
- Representing affluent families during transfer of closely-held business
interests or other forms of family-created wealth between generational levels
-
Structuring and organizing private foundations including obtaining recognition
of exemption
Bar Admissions: Florida, 2001
Education:
Boston University; LL.M. in Taxation (2002)
University of Florida Levin College of Law; J.D.
with honors (2000)
University of lowa, B.B.A. in Accounting & Finance (1990)
Accomplishments: AV rated by
Martindale-Hubbell Law Directory, the highest peer review rating for legal ability and professional ethics.
Professional Activities & Experience (current)
Professional Activities & Experience (past)
(Trusts & Estates Section)
Publications & Presentations:
Palm Beach Atlantic University, Probate & Pumpernickel:
- State Income Taxation of Trusts (2013)
- Planning for State Death Taxes (2012, 2011)
National Business Institute:
- Tax Planning for Trusts and Estates (2012)
- Estate Administration:
Why Each Step is Important (2007, 2006)
- How to Draft Effective Wills and Trusts
for Your Clients in Florida (2005)
Lorman Education:
- Florida's New Trust Code (2008)
JP Morgan Chase, Probate & Pumpernickel:
- Planning for State Death Taxes (2006)
Collier County Bar Association, Trust & Estate Section:
- Planning for State Death Taxes (2005)
