For three decades, David Shannon has been an advisor to individuals and corporate entities on wealth management matters, including estate planning, estate and trust administrations, and succession planning for closely-held businesses.
David works with clients to:
Develop and implement estate plans for high net worth individuals
Develop and implement succession plans for owners of closely held businesses
Administer and distribute estates and trusts
Advise individual and corporate fiduciaries regarding duties and mitigation of risk
Prepare federal and state estate tax returns and federal gift tax returns
Resolve tax controversies and family disputes involving wealth management issues