David Spence Email and Phone Number
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David Spence personal email
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I practice exclusively in the areas of taxation, estates, trusts, family business law, and philanthropy, representing domestic and international individuals, families, and charitable organizations. Over the last thirty years, I have practiced with prominent law firms and accounting firms in Silicon Valley and San Francisco, as well as with the trust department of one of the largest private banks in the U.S. I have counseled some of the largest and most complex estates in the world. I have worked extensively with domestic and international families, helping them grow, protect, transition, and transfer their estates. I have represented clients before various courts and administrative agencies of the federal and state government, including the United States Tax Court and the Internal Revenue Service. I am also an adjunct faculty member in the Master of Science in Taxation (MST) program in the Lucas Graduate School of Business at San Jose State University, where I teach "Taxation of Estates and Trusts" to CPAs and aspiring CPAs. Specialties: Domestic and International Estate Planning, Tax Law, Philanthropy, and the interrelationship of those disciplines with closely held business entities and comprehensive wealth management for their owners.
Berliner Cohen, Llp
View- Website:
- berliner.com
- Employees:
- 125
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PartnerBerliner Cohen, Llp May 2020 - PresentSilicon Valley
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Adjunct ProfessorSan Jose State University, Lucas Graduate School Of Business, Mst Program Apr 2011 - PresentSan Jose, CaliforniaTeaching Taxation of Estates and Trusts -
AttorneyRoyse Law Firm Jun 2009 - May 2020Silicon Valley, CaliforniaHead of Estate, Trust & Wealth Strategies practice at this Silicon Valley tax and corporate law firm
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Senior Wealth Management SpecialistWells Fargo Private Bank Sep 2003 - May 2009Silicon Valley, CaliforniaAdvising clients of the Private Bank with regard to protection and transition of family wealth and overseeing the administration of fiduciary client relationships -
Attorney At LawKramer Radin Llp Jan 1999 - Aug 2003Silicon Valley, CaliforniaServed as the tax department for this boutique, estate planning law firm in Los Altos, California
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Tax Manager - Estate & Gift GroupDeloitte & Touche Apr 1996 - Jan 1999Silicon Valley, CaliforniaProvided tax estate & gift tax, and fiduciary income tax consulting and compliance services to large estates, trusts, and family businesses -
Attorney At LawBerliner Cohen Apr 1995 - Apr 1996San Jose, CaliforniaEstate, Trust and Tax Law practice
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Attorney At LawMoerschbaecher & Dryburgh Jan 1994 - Jan 1995San Francisco, CaliforniaBoutique, charitable gift planning-driven estate planning practice
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Attorney At LawFerrari Alvarez Olsen & Ottoboni Apr 1991 - Jan 1994San Jose, CaliforniaFamily wealth and business practice
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Senior Tax SpecialistKpmg Apr 1986 - Aug 1988Silicon Valley, California
David Spence Skills
David Spence Education Details
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Taxation -
Accounting
Frequently Asked Questions about David Spence
What company does David Spence work for?
David Spence works for Berliner Cohen, Llp
What is David Spence's role at the current company?
David Spence's current role is Partner at Berliner Cohen, LLP.
What is David Spence's email address?
David Spence's email address is ds****@****law.com
What is David Spence's direct phone number?
David Spence's direct phone number is +165081*****
What schools did David Spence attend?
David Spence attended Byu Law School, Brigham Young University, Brigham Young University.
What skills is David Spence known for?
David Spence has skills like Estate Planning, Trusts, Tax Law, Estate Administration, Wealth Management, Wills, Tax, Estate Tax Planning, Legal Research, Wealth, Finance, Estate Law.
Who are David Spence's colleagues?
David Spence's colleagues are Larios, Laura, Berliner Cohen Marketing, Natalie Ingram, Jean Emperador, Joslynn Sanford, Christina Coniglio, Diane Herrick.
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David Spence
Chicago, Il4uchospitals.edu, marquette.edu, dovercorp.com, dovercorp.com -
2ge.com, fuse.net2 (513) 5XXXXXXXXXX
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David Spence
Austin, Tx1mccombs.utexas.edu
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