David is a partner and serves as the Secretary to the Partnership.
David is a member of the Corporate Transactions & Securities practice group, where he serves as the editor-in-chief of the practice group’s quarterly publication, Business Law Update, which is distributed to many of the firm’s clients.
David is also a member of the firm’s Personal & Succession Planning practice group, utilizing his roughly 30 years of experience in succession planning for privately held businesses and in advanced estate, tax and multi-generational wealth transfer planning for individuals and families.
David often functions as the go-to resource and trusted advisor for his clients, whether high-net-worth individuals and families or privately held businesses that do not have in-house legal counsel.
When things don’t go as planned, David also provides counsel in the context of shareholder disputes, “business divorces,” fiduciary disputes, trust and estate disputes, and the like.
A Cincinnati native, David is an active supporter of the community, having served multiple terms on the boards of the Cincinnati Symphony Orchestra and the Cincinnati Zoo Foundation.
Selected by peers for inclusion in The Best Lawyers in America® for 5 years or longer.