David Schlossberg, chair of the firm's Trusts and Estates Group has more than 30 years of experience counseling clients in the full range of trust and estate planning matters, administration of estates and other tax-related matters. His in-depth knowledge and understanding of the issues surrounding the protection and distribution of wealth help ensure that clients meet not just their business and financial objectives, but their personal goals as well. David served as the managing director of the firm from 1997-2014.
David represents many high-profile individuals, including business owners, entrepreneurs and corporate executives, as well as family businesses, corporations and foundations. As part of his practice, David advises his clients in proactive ways to reduce the tax consequences associated with wealth and inheritance, including the federal, state and local tax implications associated with transfers of assets. He regularly provides counsel on the most effective use of wealth management tools, such as charitable and non-charitable trusts, family limited partnerships, limited liability companies and foundations. He also works closely with clients to develop strategies that address long-term business objectives, including succession plans.
In addition to providing strategic counsel, David drafts all related trust and estate instruments, including wills, trusts, powers of attorney and living wills. He also supervises the preparation and filing of all necessary estate tax returns and will represent the estate in the audit of the tax returns.
David lectures on estate planning and other estate- and tax-related matters. He is the author of numerous articles, two of which were published in the Journal of Taxation. In addition to obtaining his law degree and masters in taxation, David is a certified public accountant.
Colleagues, Classmates, Best Friends (June 28, 2016)
Final Tax Bill Doubles Federal Exemption; Increase Warrants Review of Estate Planning Documents (December 2017)
Breaking News - New Jersey Estate Tax Repealed (October 2016)
Newly Enacted Uniform Trust Code Allows Modification of Irrevocable Trusts and Introduces Directed Trusts to New Jersey (July 2016)
In Low Interest Rate Environment Grantor Retained Annuity Trusts Remain Attractive (May 2016)
President Signs the Protecting Americans from Tax Hikes Act of 2015 (December 2015)
Recent Changes to Federal Tax Law Have Significant Impact on Estate Planning (January 2009)
27 CSG Attorneys Named to Best Lawyers in America 2019 (August 15, 2018)
33 CSG Attorneys Selected for Inclusion in 2018 New Jersey "Super Lawyers" and "Rising Stars" (March 19, 2018)
26 CSG Attorneys Named to Best Lawyers in America 2018 (August 15, 2017)
36 CSG Attorneys Selected for Inclusion in 2017 New Jersey "Super Lawyers" and "Rising Stars" (March 14, 2017)
27 CSG Attorneys Named to Best Lawyers in America 2017 (August 15, 2016)
32 CSG Attorneys Selected for Inclusion in 2016 New Jersey "Super Lawyers" and "Rising Stars" (March 22, 2016)