David Kovsky Email & Phone Number

I advise individuals and families on a full spectrum of complex estate planning matters, including wills, revocable and irrevocable trusts, closely held businesses (limited liability companies, limited partnerships and business succession planning), tax-exempt organizations, estate, gift and generation-skipping transfer tax planning, and multi-generational wealth transfer planning. I also advise individuals and corporate fiduciaries with respect to complex estate and trust administration matters.My clients are business owners, executives and professionals in a broad array of private and public companies. I have experience representing clients that have built significant family wealth in technology, life sciences, medical devices, real estate, manufacturing, private equity and hedge funds. I routinely advise clients with respect to pre-transaction gift and estate tax planning (including pre- and post-IPO planning), qualified small business stock planning, carried interest planning and the unique estate planning issues for Section 16 insiders.Through the representation of multiple generations, my practice focuses on long-term wealth preservation and wealth transfer planning that incorporates each family's core set of values and I help them achieve their goals in an understandable and tax efficient manner.Specialties: Wills, trusts, closely held businesses, wealth transfer tax planning, charitable planning, foundations, private client services, high net worth individuals and families, wealth transfer planning.

Listed skills include Estate Planning, Trusts, Wills, High Net Worth Individuals, and 22 others.