David Roberts represents clients from all backgrounds — including high net worth clients, local business owners, and families — with various estate planning matters. He routinely creates estate plans tailored to meet each client's individual needs, drafts estate and wealth transfer strategies, from simple wills and end-of-life planning to complex, multigenerational strategies, anticipates change in the legal landscape, and creates subsequent plans that will stand the test of time. David's personable, knowledgeable, and holistic approach to representation focuses on building relationships with each client and their families to learn their unique dynamic and create a plan that will provide practical solutions. He strives to continue building relationships in the community to offer the best, most client-oriented service possible. David's end goal is to help families in the community grow and strategize through asset protection and estate administration.
David B. Roberts
I love what I do because I can offer a holistic approach for clients tailored to their specific needs and situation. I strive to build generational relationships through client-oriented service.
- Create individualized estate plans, including simple wills, contingent trusts for children and grandchildren, advanced healthcare directives, and powers of attorney.
- Advise clients on trust strategies to plan for the future in a changing tax and economic landscape.
- Assist clients in elder and special needs planning, as well as asset protection and tax considerations.