Thank you for providing Debra and me with advice and guidance regarding our search for the possible existence of a will and trust from my late mother’s estate. At first, we simply wanted to know if these documents actually existed, but as you pointed out, there is a cost-benefit formula as to the value of that information. The point is that it would be prohibitively expensive with no real benefit to simply satisfy curiosity on our part. We appreciate you as a trusted friend and thank you for your wise legal counsel. – Ed Sherwin
David is the Co-Founding Member of Pessin Katz Law, P.A. (PK Law) and has been practicing law for over 36 years.
David began his legal career in estate and business planning and during his decades of practice in those fields has assisted clients and their families from all walks of life – not only the fortunate who have substantial wealth and celebrity, but also those of more modest means who also deserve protection – preserve and maintain their personal and business assets from erosion which could result from taxes; personal liability; family fights; improper, outdated, incomplete or inappropriate planning; the decimating cost of long term care; probate; marital issues; and all other forms of personal or professional liability.
David understands the importance of personal meetings with his clients and spends time with each of his clients asking questions and listening to answers. David then applies his knowledge in the use of various types of trusts, wills, corporate entities, asset protection strategies, powers of attorney, healthcare directives, various types of trusts, prenuptial agreements, postnuptial agreements, estate and gift tax planning, guardianships and Medicaid qualification to meet his clients’ wealth preservation needs. “Wealth Preservation” to David is the integration of a clients’ estate planning; protection of assets including life savings, retirement, real estate and intellectual property; reputation and business planning.
David’s background includes teaching at the University of Baltimore School of Law. He prides himself on explaining sometimes complex and frightening legal and financial concepts in ways his clients can fully understand the value of their planning and the implications of failing to plan properly.
David is also one of the few attorneys in the area who regularly plans for and advises professional athletes, entertainers and broadcasters in personal and business matters and has established a solid reputation as a valuable resource for American and international athletes and broadcasters. Some of David’s high-profile clients include Olympian, Michael Phelps; former NBA Point Guard and current NBA coach, Sam Cassell; Mixed Martial Arts Fighter, Tito Ortiz; Baltimore Orioles Broadcaster, Fred Manfra; Tampa Bay Rays Broadcaster, Andy Freed; University of Maryland and NBA Basketball Star, Maryland Sports Radio Network broadcaster and financial advisor, Walt Williams; ABC 7’s Veronica Johnson; University of Maryland and NBA basketball player, Harvard Law School Graduate, Knight Commission Member and ESPN broadcaster Len Elmore; NBC 4 weather broadcaster, Chuck Bell, Olympic gold medalist, Helen Maroulis and Top 5 in the world women’s professional pickleball player, as well as the youngest in history, Anna Leigh Waters; and her mother, Top 10 in the world women’s professional pickleball player, Leigh Waters.
David is available to present seminars on estate planning, estate and gift tax planning and other wealth preservation topics. David is certified to present classes on estate planning that provide continuing education credits (CEUs) for financial planners and accountants. Inquiries can be directed to email@example.com.
Super Lawyers, 2017 – 2022