David M. Allen's practice focuses on tax, succession and business planning for clients of significant wealth, including closely held business owners, private equity fund managers, art collectors, corporate executives and other professionals. He handles a wide variety of matters for these clients on local, national and international levels. David is highly skilled in advising clients with regard to tax, succession and charitable planning, probate administration, the integration of estate plans and corporate structures, and cross-border tax planning.
David is a frequent lecturer on various topics. His speaking engagements include presentations regarding estate planning for Florida domiciliaries, trust decanting, estate planning of digital assets, income taxation of trusts, expatriation and international trust and estate planning.
Latest Legal and Business Bylines From David M. Allen
The National Law Review names Katten as a Go-To Thought Leader for the firm’s coverage of Estate Planning & Taxes. The firm’s article, “2021 Biden Plan Estate Planning Advisory,” breaks down President Biden’s estate, gift and transfer tax plan and reviews what they mean for capital gains tax rates as well. Although estate law can be a layered area of practice, Katten’s content broke it down for our viewers in an organized and thorough manner.