Principal David Shiner is a business and tax attorney focusing his practice in taxation, estate planning and corporate law. He leads the firm's Tax & Employee Benefits Practice Group.
A certified public accountant with a master of laws in taxation, David is uniquely qualified to counsel his clients on structuring transactions, such as domestic and foreign asset protection trusts, to reduce the risk of exposure to potential creditors, as well as minimizing exposure to federal and state estate taxes, such as by using grantor trusts, grantor retained annuity trusts (GRAT), qualified personal residence trusts (QPRT), irrevocable life insurance trusts (ILIT), charitable lead annuity trusts (CLT) and charitable remainder trusts (CRT).
David also battles the IRS both in administrative proceedings and in the U.S. Tax Court in gift, estate and income tax matters where hundreds of thousands to millions of dollars of taxes are at issue. He has also obtained Private Letter Rulings (PLR) from the IRS to secure certainty over complex transactions.