David Watkins headshot

David G. Watkins

40 Years of Legal Expertise

Experience

  • Saved numerous clients millions of dollars in estate and gift taxes.

  • Represented business owners in selling or acquiring businesses.

  • Advised clients on a variety of business transfers ranging from $3 million to $100 million.

  • Planned multi-generational estate transfers from $5 million to over $100 million.

  • Developed governance structure and succession plans for multi-generational owners of businesses.

Summary

David puts his 40 years of legal experience to work for his clients, with a focus on estate planning and administration, corporate transactions, real estate, non-profit services, and elder law. From estate litigation to employment matters to elder care, David uses his expertise to help his clients understand their options and pursue the strategy most likely to end in success.

He has assisted companies with business planning and corporate transactions, including preparing business succession agreements and employment-related agreements. In addition, he works extensively with non-profit charitable organizations to obtain tax exempt status and helps families work through the legal intricacies and sometimes difficult choices in estate planning and elder care cases.