
David R. Pash
Free ConsultationWollman, Gehrke & Associates, P.A.
Estate Planning Lawyers in Naples, FL in Naples, FL
About David R. Pash
David R. Pash has a master's degree in taxation and practices in the areas of estate planning, estate administration, business planning and tax planning. Mr. Pash focuses his practice on sophisticated gift, estate and generation-skipping transfer tax planning techniques designed to minimize the tax impact of multi generational wealth transfers and on the administration of complex estates. Mr. Pash's recent experience includes: Design, preparation and implementation of estate plans for individuals and families focused on tax efficiency and confidentiality. Representation of individual and corporate fiduciaries in the administration of complex estates and trusts; preparation of complex estate tax returns. Representation of affluent families during the transfer of closely-held business interests or other forms of family-created wealth amongst generational levels; structuring and organizing private foundations including obtaining recognition of exemption. Awards and Honors Honors AV rated by Martindale-Hubbell Law Directory
Education
Legal Education
- Boston University School of Law, Boston, Massachusetts, 2002
- LL.M.
- Major: Taxation
- University of Florida Levin College of Law, Gainesville, Florida, 2000
- J.D.
- Honors: with Honors
Non Legal Education
- University of Iowa, Iowa City, Iowa, 1990
- B.B.A.
- Major: Accounting and Finance
Current Employment Position(s)
- Partner
Classes and Seminars
- National Business Institute - Estate Administration: Why Each Step is Important, 2007
- JP Morgan Chase: Probate & Pumpernickel - Planning for State Death Taxes, 2006
- Collier County Bar Association: Trust & Estate Section - Planning for State Death Taxes, 2005
- National Business Institute - How to Draft Effective Wills & Trusts for Your Clients in Florida, 2005
Pro Bono Activities
- Director - Habitat for Humanity of Collier County
- Director - Immokalee Friendship House
Published Works
Articles
- Palm Beach Atlantic University: Probate & Pumpernickel- State Income Taxation of Trusts, 2013
- Palm Beach Atlantic University: Planning for State Death Taxes (2012 and 2011)
- National Business Institute- Tax Planning for Trusts and Estates, 2012
- Estate Administration: Why Each Step is Important (2007 and 2006)
- How to Draft Effective Wills and Trusts for Your Clients in Florida, 2005
- Lorman Education- Florida's New Trust Code, 2008
- JP Morgan Chase: Probate & Pumpernickel - Planning for State Death Taxes, 2006
- Collier County Bar Association: Trust & Estate Section - Planning for State Death Taxes, 2005
Bar Admissions
- Florida, 2001
Other Affiliations
- Trusts & Estates Section of Collier County Bar Association (Past Chair)
- Habitat for Humanity of Collier County (Director and Member of Finance Committee)
- St. Matthew's House (Past Director)
- St. Matthew's House (Member of Finance and Audit Committees)
- State Bar of Florida (Member (Tax and Real Property, Probate and Trust Sections))
- Collier County Bar Association
Attorney Details
| Full Name | David R. Pash |
| Firm | Wollman, Gehrke & Associates, P.A. |
| Address | Naples, FL, 2235 Venetian Ct., Ste. 5, Naples, FL |
| Phone | 239-330-6753 |
| Website | www.probate-florida.com |
| New Clients | ✓ Currently accepting |
| Consultation | ✓ Free initial consultation |