David "Dave" Raymon focuses his practice on estate planning, estate and trust administration, and issues that arise in the context of trusts and estates. He assists families with estate settlement, guides them through estate and trust related disputes, and serves as independent trustee. As an attorney and certified public accountant (CPA), Dave is able to advise his clients on the tax and non-tax aspects of trusts and estates.
Dave helps clients organize their estates to provide for the smooth and tax-efficient transfer of assets while minimizing exposure to creditors. He counsels clients on complex gifting transactions, charitable giving, business succession planning, and the establishment of multi-generational trusts. As independent trustee, Dave helps manage and preserve family wealth. He also represents clients in fiduciary litigation including will contests and fiduciary duty actions.