简介

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

资质

执业资格

Minnesota

出庭资格

U.S. District Court for the District of Minnesota
U.S. Tax Court

教育

Indiana University School of Law
J.D. cum laude (1988)

Kalamazoo College
B.A. with honors (1983)

领导力和社区

职业协会

  • American College of Trust and Estate Counsel
  • Minnesota State Bar Association
  • Minnesota State Bar Association —Probate and Trust Law Section (Former Chair, Officer and Member)
  • Minnesota State Bar Association — Probate and Trust Law Section Legislation Committee (Former Co-Chair and Member)

市民活动

  • Minneapolis Club — Former President and Governor
  • Hopkins Education Foundation — Former Member and Board of Directors
  • St. Thomas the Apostle Catholic Church Pastoral Council — Former Chair, Officer and Council Member

荣誉

  • The Best Lawyers in America — Trusts and Estates, 1999-2017
  • Minnesota Super Lawyers — Estate Planning & Probate, 2003-18 (Minnesota's Top 40 Estate Planning & Probate, 2007)
Faegre Baker Daniels 网站使用 Cookie 来提升您的浏览体验。