For more than 25 years, David has focused on assisting individuals, families, and closely held businesses with estate planning, estate settlement, taxation, and charitable giving. As a Partner in the Private Client Services Department, David seeks to help these clients manage, preserve, grow, and distribute wealth while achieving their financial and personal goals.
Clients often seek David’s advice with respect to complex issues such as changes in federal estate and income tax law and the intricacies of property ownership in multiple states. David regularly shares his experience and knowledge in areas like these at events tailored for accountants, financial advisors, and the general public.
A co-founder of Wiggin and Dana’s Philanthropy Practice Group, David is active in various civic and philanthropic organizations and currently serves as a director of Chapel Haven in New Haven, a school and transition program for adults with special needs.
He has been honored by Connecticut Legal Services, Inc. for pro bono services he rendered in the preparation of special needs trusts for the benefit of six teens and young adults experiencing mental health disabilities.
David earned his J.D. magna cum laude from New York Law School, where he was a member of the New York Law School Law Review. He obtained a B.S. summa cum laude in accounting from the New York Institute of Technology.
- New York Law School (J.D., 1992)
- magna cum laude
- New York Institute of Technology (B.S., 1988)
- summa cum laude