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David Staggs works with wealthy individuals and families to create tax-efficient family wealth transfer strategies through estate, tax, business succession, and asset protection planning; charitable giving; and estate planning for retirement assets. He also assists with the preparation of gift and estate tax returns and advises clients on estate, gift and generation-skipping transfer tax issues, as well as income tax issues related to estate planning.
David serves as an Adjunct Professor of Law for the LL.M. program in Estate Planning & Elder Law at Western New England University School of Law, teaching Wealth Planning with Life Insurance and Drafting Wills and Trusts.
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This website may use cookies, pixel tags and other passive tracking technologies, including Google Analytics, to improve functionality and performance. For more information, see our Privacy Policy. By using our website, you are consenting to our use of these tracking technologies. You can alter the configuration of your browser to refuse to accept cookies, but if you do so, it is possible that some areas of web sites that use cookies will not function properly when you view them. To learn more about how to delete and manage cookies, refer to the support instructions for each browser (e.g., see AllAboutCookies.org). You may locate Google Analytics' currently available opt-outs for the web here.