PracticesInternational Tax Planning
Wealth & Succession Planning
Accounting & Tax Compliance
Domestic Estate & Tax Planning
Estate & Trust Administration
Real Estate Transactions
- American University, J.D.
- Universidad Pontificia Comillas, Master en Derecho de la Empresa (Spain)
- University of California, Berkeley, B.A. (High Honors)
- New York
David is the Managing Partner of GHSK.
David counsels high-net-worth individuals, family offices, asset managers and fiduciary companies in the areas of international tax and estate planning. His practice includes structuring foreign investment in U.S. real estate, developing intergenerational wealth transfer and preservation structures for multinational families and assisting clients with their tax and reporting obligations in the United States. David also advises on pre-immigration and pre-departure tax planning, and counsels clients regarding their tax compliance obligations under the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS).
David is a trusted advisor and personal general counsel to his clients and their families, often working with family members across multiple generations. He values the opportunity to work with clients to understand their objectives and sensitivities and to provide tailored, fully integrated solutions designed to achieve their desired outcomes. David’s clients appreciate his practical approach and his ability to navigate complex cross-border tax matters involving multiple jurisdictions.
A key point of distinction for David’s practice is his legal education in Spanish civil law and experience working in legal positions in civil law countries. This background, combined with his corresponding Spanish language skills, uniquely position him to assist individuals and families from Spanish-speaking countries, often in their native language. David’s background also enables him to provide advice where planning involves the use of foreign entities or legal instruments such as “fideicomisos” and usufructs.
David’s practice also includes representing U.S.-based families in relation to intergenerational wealth transfer and preservation planning, including minimizing exposure to the federal estate tax, gift tax and GST tax, as well as state transfer taxes. His expertise also extends to charitable planning, asset-protection planning and pre-and-post nuptial agreements, as well as assisting with estate administration and proceedings with the Surrogate’s Court.
David is a recognized thought leader in his industry, a member of the Society for Trust and Estate Practitioners (STEP) and regularly lectures on topics related to tax and estate planning.