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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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

Bachelor'S Degree, Psychology

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