David Shayne, counsels individuals about wealth transfer matters, including methods to minimize taxes and conserve assets. He has substantial experience advising business owners regarding their special estate planning and succession needs.
Mr. Shayne advises trustees, executors and clients generally on how to administer estates and trusts, including tax issues, interpretation of agreements, and principal and income allocation matters. He advises individuals on income, estate and gift tax issues and helps them designate suitable beneficiaries of their retirement plans, including IRAs. He has considerable experience with revocable trusts, insurance trusts, charitable trusts, asset protection trusts, and personal residence trusts. He also has supervised the administration of many decedents’ estates.