About

Learn extra approximately David Gerszewski, an experienced Estate Planning and Tax Lawyer primarily based in Chandler, Arizona, with a various background in finance and entrepreneurship. My call is David Gerszewski, and I am an Estate Planning Lawyer and Tax Lawyer based totally in Chandler, Arizona. Originally from North Dakota, I moved to Arizona in 1992 to pursue graduate studies in implemented statistics at Arizona State University. My profession in finance led me to paintings for Wall Street funding banks and hedge finances in New York and London for almost 20 years. After leaving institutional finance, I ventured to Florianópolis in South America, wherein I developed a a hit eating place franchise concept that elevated throughout southern Brazil. Returning to Arizona in 2014, I established the Citadel Law Office ® in Chandler, in which I help clients in estate making plans, wills and trusts, and tax regulation subjects. Our law exercise specializes in growing customized estate, enterprise, retirement, and tax making plans strategies that align with clients' existing investments, pensions, existence insurance, and annuities. Additionally, via a separate financial planning entity, we provide steerage on investment control and life coverage retirement planning strategies. With a heritage in investment banking, investment control, small commercial enterprise entrepreneurship, tax, and law, I bring a completely unique attitude to representing customers in numerous felony subjects, which includes developing new organizations, protecting intellectual belongings, making plans for enterprise succession, and resolving felony issues as they get up. At Citadel Law Office ®, we treat our customers like circle of relatives, offering comprehensive, coordinated, and optimized answers tailored to their particular needs. Our intention is to ensure our clients reap economic safety, peace of thoughts, and a clean information of the resources available to them in the course of hard times. If you would really like to talk about your legal remember, please contact me to schedule an appointment. Sincerely, David Gerszewski

Videos
Legal Issues

Estate Planning
Health Care Directives, Trusts, Wills
Probate
Probate Administration, Probate Litigation, Will Contests
Elder Law
Tax Law
Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
Business Law
Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes

Certificates

State Bar Admission - Arizona
Citadel Law Office

State Bar Admission - Colorado
Citadel Law Office

State Bar Admission - North Dakota
Citadel Law Office

State Bar Admission - Minnesota
Citadel Law Office

Languages
  • English: Spoken, Written
Accepted Jurisdictions
United States Tax Court Jurdictions
United States Tax Court
Since 2016">
Colorado Jurdictions
Colorado
Since 2016">
10th Circuit Jurdictions
10th Circuit
Since 2016">
9th Circuit Jurdictions
9th Circuit
Since 2016">
8th Circuit Jurdictions
8th Circuit
Since 2016">
Minnesota Jurdictions
Minnesota
Since 2016">
Arizona Jurdictions
Arizona
Since 2016">
North Dakota Jurdictions
North Dakota
Since 2016">

Experience
    Education
    Arizona State University Education School Logo
    Arizona State University
    M.S. | M.S. in Decision and Information Systems
    Graduation year: ">
    University of Denver Education School Logo
    University of Denver
    B.S. | B.S. in Decision Sciences
    Graduation year: ">
    Arizona State University Education School Logo
    Arizona State University
    J.D. | Juris Doctor
    Graduation year: 2013">
    Associations
    State Bar of Arizona
                        
                                                     # 033080 Professional Association
    State Bar of Arizona  # 033080
    has membership
    Current">
    Costs
    • Free Consultancy Service
    • Payment With Credit Card
      All major credit cards are accepted.
    • Conditional Fees
      We take cases on contingency but only for intellectual property
    Location

    Reviews