Bio

David Berk counsels families and their businesses, entrepreneurs and start-up companies in taxation, structuring transactions, contract negotiations and governance issues. David also advises clients on corporate succession planning, trust and estate planning, insurance and retirement planning and asset protection planning. In providing legal advice and counsel, David also draws on his practical experience as a CPA. A large part of his practice involves helping families to transition their business operations to younger generation family members, management and/or strategic or financial investors. In addition, he creates a variety of ordinary and sophisticated trusts, partnerships and other entities to hold life insurance, real estate, residences, equity interests in family enterprises and other investment assets. His clients, which include start-ups and privately owned middle market companies, come from a range of industries including real estate development, construction, technology, automotive, sports, entertainment, manufacturing, transportation, real estate, nonprofits, physicians, attorneys, corporate executives and families with children who have special needs. David frequently serves as trustee for many family, multi-generational and charitable trusts.