His practice focuses on wealth preservation and transfer planning through designing wills, establishing trusts, planning gifts, establishing charitable foundations and other charitable vehicles, utilizing family limited partnerships and other closely held entities, and more.

David has a wide range of experience in assisting moderately wealthy and high net worth individuals and families at every stage of their estate planning: from young families seeking to preserve and protect their wealth on behalf of minor children in the event of a family disaster, to individuals entering into second marriages seeking to balance the needs and interests of the children of a prior relationship with the interests of a new spouse, and finally to individuals in middle and late life looking to maximize their wealth transfer opportunities in the most tax beneficial manner. He also advises and represents families in the probate of wills, administration of estates and trusts, and in the preparation of U.S. estate and gift tax returns.

David is a native Houstonian and graduate of St. Thomas High School. He received his undergraduate degree from Tulane University in New Orleans in 2003 and his J.D. from the University of Houston Law Center in 2007, where he graduated magna cum laude. While in law school, David clerked in the Probate Court No. One of Harris County with Judge Russell Austin.

David is a member of the Houston Bar Association Probate, Trusts and Estate Section, the Texas Bar Association Real Estate, Probate and Trust Section, the American Bar Association Real Property, Trust and Estate Law Section, the Order of the Barons, and the Houston Estate and Financial Forum, and has served on the Woodway Financial Advisors Advisory Committee.

David is currently head of the firm’s Estate Planning and Probate group.