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Overview
Dave has over 35 years experience counseling clients on all aspects of business law. His advice includes the legal aspects of the formation, operation, disposition, merger and acquisition of closely held enterprises.
Dave has significant experience in estate and gift planning, advanced retirement plan designs, and the operation of tax-qualified plans. He also represents clients in IRS tax controversies, particularly those arising out of retirement plan audits and estate gift tax audits.
What legal services does this lawyer offer?
Awards
Closely Held Companies and Family Businesses Law, Cleveland (2019)
- Named Best Lawyers' "Lawyer of the Year" in Closely Held Companies and Family Businesses Law in Cleveland (2019)
- AV Preeminent Peer-Review Rated- Martindale-Hubbell
- Named to the Best Lawyers in America in the areas of Closely Held Companies and Family Businesses Law; Employee Benefits (ERISA) Law; Tax Law; and Trusts and Estates (2009-2019)
- Named to the Ohio Super Lawyers list (2010; 2017-2019)
Education
Case Western Reserve University, J.D.
Graduated 1980
John Carroll University, B.S. & B.A.
Graduated 1977
Contact Details and Office Locations
Office: (216) 515-1660
200 Public Square, Suite 3000
Cleveland, Ohio 44114
Cleveland, Ohio 44114
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