David Krogmann Email & Phone Number

Mission Viejo, Ca, Us

Irvine, California, United States

- Managed estate settlement accounts in accordance with the terms of the various governing documents, applicable law, and consistent with the needs of the principals, income beneficiaries, and remaindermen.- Reviewed, analyzed and interpreted documents for direction; evaluated accounts for completeness and accuracy, and monitored and reviewed account transactions.- Responded to incoming correspondence and any other client requests to ensure compliance with the governing document, applicable law and policies and procedures.- Worked with manager to develop solutions to concerns brought forth by principals, income beneficiaries and remaindermen such as requests for special distributions, fee issues or disputes.- Oversaw the opening and closing of estate related administrative accounts, ensured the receipt of proper and legally required documentation, full and complete transfer of assets, their cost basis, and the proper characterization of cash as income or principal.- Ensured all tax and account administration codes are accurate and oversaw tax reporting activities, including coordination with outside CPAs and advisors.- Communicated directly with our Financial Advisor partners, clients, and internal business partners.- Provided timely updates on all account related activity and responded to all requests promptly.

Los Angeles, California

- Administered Trust, Estate Administration, and Agency Accounts and counseled clients on tax planning, wealth retention and management strategies.- Prepared Trust reviews for prospective and existing client relationships by analyzing relevant Trust provisions to provide comprehensive guidance regarding investment, tax, and trust and estate needs, including addressing potential liquidity/cash flow concerns. - Reviewed trust and family business partnership documents/agreements and administered client accounts accordingly. To that end, prepared concise and organized memoranda on Trust Agreements, including Charitable Distributions, Discretionary Distribution provisions (HEMS), and tax issues. Provided recommendations and counseled clients on specific transactions and Trust tax reporting.- Drafted Discretionary Distribution Requests to present to the Trust Administration Committee (TAC) for review. Gathered all data and outside documentation, including client tax returns, invoices, and expenses. - Formulated tailored wealth plans and advice to best address individual client concerns. Completed Regulation 9 Reviews to confirm account investment objectives and portfolio allocations were in line with clients' overall financial goals. - Completed portfolio analyses regarding potential outcomes of different asset allocation implementation to prospective sales proceeds of Trust owned residential and commercial real estate. Worked directly with Portfolio Managers to manage cash flow and distribution needs and expectations of Beneficiaries.- Initiated cash and security transfers, disbursements, including domestic and foreign wires, ACHs, and inter-account funds transfers, and check deposits for Investment Management, Revocable & Irrevocable Trust Accounts, and Charitable Trust Accounts.- Ensured reporting regulations and compliance requests were met and completed all OFAC, KYC, Beneficiary/Client Government reporting requests, and Statement production requests timely.

Irvine, California

- Reviewed Land Leases and Site Agreements to assess Landowner and Lessee (Sublessee) rights & obligations thereunder. - Obtained necessary easement/access rights to allow for prompt deployment of wireless equipment.- Negotiated land lease amendments to meet deployment outlooks. - Managed a portfolio of over 100 towers.- Orchestrated power routing plans with energy providers in municipalities in which the wireless tower projects were installed, while also ensuring compliance with zoning requirements (height, safety, & signal interference).- Maintained relationships with municipalities and managed all aspects of compliance with conditions of approvals from municipalities for installation, operation and maintenance of sites, facilities, and networks.- Directed internal functional groups on requirements and regulations of government entities and municipalities to ensure compliance with general conditions of approvals at permit, ready to work, and construction stages of the project. Tasked with meeting project forecasted timelines.- Provided research and advice to internal stakeholders regarding access rights, permitting, and project deployment outlook.- Maintained and updated site tracker and entitlement database, tracking performance and project deadlines.

Costa Mesa, Ca

- Oversaw all aspects of submitting and acquiring entitlements and agreements needed for installation of Right-of-Way wireless infrastructure within specific markets.- Prepared right-of-way related cost estimates associated with land and project acquisition.- Worked in close contact with permitting agencies/joint pole authorities/structure owners and other 3rd parties to effectively ensure the installation of small cell wireless networks to shrink the digital divide and bring 5G wireless technologies to various markets.- Coordinated with project managers to ensure sites met structural and power, point of contact requirements, to allow for timely deployment.- Worked closely with field-based Permitting Managers to obtain all necessary permit approvals from both national and local agencies and to maintain compliance with PG&E and NCJPA requirements.- Served as subject matter expert on municipal codes, including zoning and wireless attachment regulations, and researched, analyzed, and presented findings to ensure compliance with regulatory standards and alleviate deployment concerns.- Directed internal functional groups on zoning and wireless code requirements to ensure compliance with general conditions of approvals for permit and construction stages of the project were met and project timelines were hit.- Maintained relationships with municipalities and managed all aspects of compliance with conditions of approvals from municipalities for installation, operation and maintenance of facilities and networks.- Reviewed agreements and municipal codes and/or zoning ordinance changes and provided this research to advise internal clients regarding access rights, permitting, and project deployment.- Maintained and updated a site tracker and database for over 100 sites across nearly 30 jurisdictions throughout Northern and Central California.- Participated in any special projects as required and provided input when called upon during planning meetings.

Orange County, California Area

- Conducted legal research to resolve clients’ tax and estate planning concerns and provided tailored advice to meet their financial goals. - Reviewed financial documents to create tax-efficient plans. - Performed cash flow and retirement planning analysis and guided clients through the created models.- Interpreted estate planning documents, including various forms of trusts and family limited partnerships/limited liability companies, and structured retirement/cash flow plans accordingly.

Los Angeles, Ca

- Document and Contract review, using the Relativity system, specifically focused on privilege and work product analysis and the assessment of potential liabilities and costs incurred by our clients. - Reviewed documents to ensure compliance with Anti-Trust regulations and business and internal conflict disputes.

Newport Beach, Ca

- Reviewed and modified complex real estate purchase and sale agreements and researched the legal implications of such contractual changes to ensure clients’ contractual intentions were protected.- Maintained close communication with clients, opposing parties, administrative staff, and State Agencies responsible for the approval and determination of these contracts, such as the CSLB. - Conducted legal research.- Propounded discovery.- Drafted memoranda.- Drafted Motions.- Prepared witness and matter materials for case preparation.- Organized interview memos, digests and other relevant documents for attorney review and case preparation.

Western State University, College Of Law

- Represented 3 distinct clients in matters ranging from U-Visa to Naturalization Proceedings.- Engaged in client interviewing and information gathering (general discovery).- Developed an individual client file for each client, requiring consistent contact with immigration officials as well as the drafting of memoranda and completion of USCIS required forms for approval.- Coordinated with medical, government, and employment personnel to obtain client information.

Mission Viejo, Ca

- Business skills centered on customer satisfaction and retention of financial relationships.- Asset optimization and retention; Recognized for Fraud/Suspicious Activity Awareness. (Recipient of Wells Fargo Award for 1 year Loss Minimization and Fraud Recognition) - Sales skills and customer relationship development; responsible for assessing customers needs and providing them with the proper personnel/service to reach their financial goals.- Customer service/conflict management skills. (Wells Fargo Certified in Conflict Management)

University Of California, Irvine

- Organized and hosted community programs focused on student well-being and social inclusion for nearly 300 residents within the Campus Village community.- Acted as the main point of contact for emergency and medical services.- Procured any materials and equipment requested by students and maintained the student facilities. - Supervised and monitored both students as well as support and maintenance staff across the community.

Juris Doctor (J.D.), Business Law, Graduate

Activities and Societies: 1.) Intellectual Property Law and Society: Treasurer; ... 2.) Business Law Association: Fundraising.

Bachelor'S Degree, Psychology

Activities and Societies: 1.) UCI Resident Advisor, Campus Village; ... 2.) UCI Law Forum, Leadership/Vision Group; ... 3.) Americorps.