Dave is an Ohio State Bar Association specialist in estate planning, trust and probate law. Dave is skilled in the area of sophisticated estate planning and wealth preservation. His clientele includes successful business owners, physicians, and other wealthy individuals. He has extensive experience in all areas of estate planning, including business succession, insurance and tax planning, and estate administration.
Dave also has extensive experience in the charitable planned giving area. He was instrumental in establishing the Toledo Area Planned Giving Council, which educates professionals about planned giving, and served as the Council's first President. He also represents a number of local charities and advises them on charitable and planned giving matters.