Dave Greenberg

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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 with 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, or charities.  With experience in estate administration, trust administration, and business transitions, Dave drafts 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 joined Three60 Law Group in 2020 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. When he is not in the office, Dave enjoys skiing, hiking, golf and cycling.

 

Professional Experience:

 

Three60 Law Group, PLLC
Trusts and Estate Attorney
2020-present

Betts, Patterson & Mines, P.S.
Director, 2019-2020
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

Education:

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
Managing Editor

Boston University, Boston, MA
Bachelor of Arts, History, 2005, Cum Laude

Organizations and affiliations

Washington State Bar Association

King County Bar Association

East King County Estate Planning Council

Seattle Estate Planning Council

Horizon House, Philanthropy Committee

Northwest Family Business Law Advisors, Member

 

Practice emphasis

Estate Planning (wills, trusts, etc.)

Probate, Estate and Trust Administration

Gift and Estate Tax Issues

Charitable Giving

Business Planning and Transitions

Entity Formation

Contact Dave GreenberG