David R. Pash

David R. Pash

Free Consultation

Wollman, Gehrke & Associates, P.A.

Estate Planning Lawyers in Naples, FL in Naples, FL

Naples, FL239-330-6753
Estate PlanningEstate and Trust AdministrationEstateGift and Fiduciary Income TaxationBusiness Planning

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 NameDavid R. Pash
FirmWollman, Gehrke & Associates, P.A.
AddressNaples, FL, 2235 Venetian Ct., Ste. 5, Naples, FL
Phone239-330-6753
Websitewww.probate-florida.com
New Clients Currently accepting
Consultation Free initial consultation