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. He uses an interdisciplinary approach to present solutions to his clients by incorporating members of teams with experience in corporate, real estate, litigation, financial services and other areas of the law, as necessary.
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. Additionally, he teaches a class at John Marshall Law School on estate and gift tax. David is also a former co-chair of the Chicago Bar Association YLS Estate Planning Committee. While attending law school, David was an associate editor of the Michigan Law Review.
Shown below is a selection of David’s engagements.