Dave approaches estate planning as a puzzle in which the client’s personal, financial, and tax goals must fit together in a comprehensive plan. In order to fit these pieces together, Dave prioritizes client communication and open discussions about goals and concerns. Only after a complete understanding of a client’s priorities can a plan truly come together.
Dave believes a well-crafted estate plan is understandable, easily implemented, and cares for the client’s beneficiaries, whether they be family, friends, pets or charities. With experience in estate administration, trust administration, and business transitions, Dave crafts estate plans with an eye towards smooth implementation. With his prior experience as a litigator and insurance coverage attorney, Dave understands the need for a client’s plan to anticipate and mitigate potential disputes.
Prior to joining Three60 Law Group, Dave spent almost seven years with the Seattle firm of Betts, Patterson & Mines. He joins Three60 Law Group to provide his clients with the small firm touch we are so proud of here.
Dave lives in Bellevue with his wife and two daughters. While he does not currently have a dog, he is a lifelong dog lover and plans to add to Three60’s pack of canine ambassadors in the NEAR future.
Three60 Law Group, PLLC
Trusts and Estate Attorney
Betts, Patterson & Mines, P.S.
Associate Attorney, 2013-2018
United States District Court, District of New Jersey
Law Clerk for the Honorable Ann Marie Donio, U.S.M.J. Aug. 2011 – Aug. 2013
University of Washington School of Law, Seattle, WA
LLM in Taxation, 2018
Cali Excellence for the Future Award, Estate and Gift Taxation
Cali Excellence for the Future Award, Taxation of Estates, Trusts, and Beneficiaries
Cali Excellence for the Future Award, Compensation and Benefits II
Temple University Beasley School of Law, Philadelphia, PA
Juris Doctor, 2011, Magna Cum Laude
Temple Law Review
Boston University, Boston, MA
Bachelor of Arts, History, 2005, Cum Laude
Organizations and affiliations
Washington State Bar Association
King County Bar Association
Horizon House, Philanthropy Committee
Stroum Jewish Community Center, ECS Truck Day Committee
Estate Planning (wills, trusts, etc.)
Probate, Estate and Trust Administration
Planning for Disability and Capacity Concerns
Gift and Estate Tax Issues
Prenuptial, Marital, and Cohabitation Agreements
Business Planning and Transitions