Individuals seeking to preserve their wealth, pass down a family business, or maximize the value of their companies need intelligent planning that reflects in-depth knowledge of business, tax and estate law—and the certainty that the professional providing this sensitive level of service can be trusted. For over 30 years, individuals and businesses have trusted David Holstein to protect and position their assets for optimal growth, minimize their tax liabilities, and listen, understand and respond to their concerns.
David has created highly sophisticated wills, trusts and pre-marital agreements for his Estate Planning clients, allowing him to personalize these documents in accordance with each client’s specific wishes. David’s unique depth and breadth of expertise, his attention to detail, and his constant attention to the newest planning strategies and to developments in the law, gives him the skills to successfully guide his clients in all areas of estate planning.
Wealth Preservation often involves the establishment and management of trusts, the creation and transformation of entities holding business or investment assets, and the transfer of interests in these entities in tax-favored ways for the benefit of current and future generations. David’s knowledge obtained from years of experience utilizing tax saving wealth preservation techniques helps protect, preserve and grow the wealth his clients have worked so hard to create.
David provides unparalleled Estate and Trust Administration services to his clients with the prowess gained from acting as a personal trustee for trusts and as an outside legal advisor to other trustees, and from his years of practice in estate and trust administration and in the preparation of gift, estate and fiduciary income tax returns.Business owners who need business, compensation and tax advice, or who want to purchase complementary businesses, sell their companies, or finance growth, can benefit from David’s skillful counsel as both a lawyer and business manager. As part of his Business Law practice, David advises clients with his extensive knowledge of partnership, corporate, tax and finance laws; and his years of experience advising manufacturing, retail, professional service, technology and agricultural clients.
