David Anderson is a partner with the firm. He is licensed in California and Montana and has been a practicing attorney for thirty-six years. For the past twenty years he has restricted his practice to estate planning, trusts, gift and estate tax, probate and associated litigation. David has extensive experience with planning complex estates and dealing with the trust, corporate, limited partnership and LLC entities that are part of affluent clients’ estates. He concentrates on providing sophisticated planning for his clients, and has found that careful planning and thorough execution often attain the desired goals, while avoiding conflicts between family members or disputes with the IRS.
Building an estate plan starts with David getting to understand his clients how their goals can work within the family dynamics. Then, with those goals in mind, he analyzes his estate planning tools to determine which can best be employed to achieve the most effective results. Such an approach requires a planner to be knowledgeable about both human nature and the tax code. Some of the tools which David uses include revocable trusts, life insurance trusts, irrevocable grantor trusts, generation skipping trusts, limited partnerships, LLC’s and tenancy in common agreements for family members, grantor retained annuity trusts, qualified personal residence trusts, charitable trusts and retirement plan trusts. Successful planning often involves what David calls “elegant simplicity”, which he briefly describes as attaining a client’s goals as simply, efficiently and effectively as possible.
Occasionally, new or existing clients become involved in controversies, usually involving poorly performing Trustees, disappointed individuals, unhappy beneficiaries or zealous IRS agents. David’s prior experience as a litigation attorney enables the firm to provide vigorous representation to protect and promote the interests of its clients in all areas of estate, trust and tax litigation.
Law School: Harvard Law School, JD, 1972
Undergraduate: Yale University, BA, 1963
High School: Coronado High School, 1959
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Contact David Anderson
Anderson Reynard LLP
2468 Historic Decatur Rd.
San Diego, CA 92106
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