Daniel David - Santa Barbara Real Estate Lawyer Reviews & Ratings
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About Daniel David
Mr. David is one of the top tax and estate planning attorneys on the Central Coast. He also has substantial experience and expertise advising U.S. clients on wealth preservation, trust and estate administration and real estate, finance and business transactions, and advising foreign clients on structuring inbound purchases and investments and U.S. estate and gift tax planning.Mr. David is well versed in all aspects of advanced estate and gift tax planning. The primary focus of his estate planning practice, however, is advising clients on personal family issues, including assisting with clients' philanthropic goals, helping to educate heirs about legal and financial matters, establishing trusts to create incentives for heirs to be self-sufficient, protecting family assets from heirs' creditors (including potential future ex-spouses) and providing tools to trustees to deal with substance abuse issues.. Before moving to Santa Barbara from Los Angeles in 1999, Mr. David's practice included representing clients in real estate and corporate equity and debt financings. As a result of his knowledge of finance and capital markets, Mr. David has a unique ability to work with clients' money managers to ensure that financial risk is being adequately assessed and addressed.Mr. David's career accomplishments include acting as California counsel for the Commercial Lending Division of Bank of New York, and, in 2006, requiring changes to the standard escrow terms under the Master Derivatives Agreement then used by investment banks in diversification transactions involving concentrated stock positions. These changes avoided the risk of losing over $70 million of a client’s stock from investment bank bankruptcies during the 2008-2009 financial crisis.. Mr. David received his B.A. with High Honors and a Master’s Degree in Environmental Science from the University of Virginia. He went on to receive his law degree in 1983 from the University of California, Berkeley School of Law (Boalt Hall). He started practicing law as a tax attorney in the Tax Department of the international law firm of Loeb and Loeb, which was at the time one of the preeminent Tax Departments in the country.
Questions Daniel David Could Answer
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probate attorney — CaliforniaLocation: California I’m involved in a contested probate matter involving a minor child of the decedent. I was appointed Guardian ad Litem for the minor. I am not an attorney, but the probate court allowed me to appear in pro per as GAL, file pleadings, and argue the minor’s family…
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real estate attorney — CaliforniaLocation: California Neighbor is highly unstable and violent. I obviously want to report them and all of their illegal building, but I am scared of violent retaliation.
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Fines assessed by HOA w/o proper notification Aug 18, 2026real estate attorney — CaliforniaLocation: California Assisting a senior family member with a fight they’re having with what is essentially an HOA/landlord hybrid non-profit My relative had a visitor that’s banned from the area they live in. The bylaws of the HOA lay out both the process for any sort of formal notification (USPS…
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Try to fix a defunct HOA or Foreclose to get out? Aug 10, 2026real estate attorney — CaliforniaLocation: Escondido, California. (North County San Diego) Complex is 8 units with a board of 2 members. Half of the units are rented out. HOA is in the red and missing payments on landscaping, roof repair, water, and mostly recently the master insurance policy (Which lapsed last month). Management company…
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real estate attorney — CaliforniaLocation: California One of our neighbors has several cars and RV’s parked along the road actually on our property. We can technically still get through with a small vehicle, but all the pullouts and shoulder is blocked. These have been there for several years and are full of rats and…
Total Reviews 1
“Rogers, Sheffield and Campbell, LLP was extremely fortunate and happy to have Daniel David join the firm in 2012. Dan is a highly experienced and well respected estate planning attorney with 30 years of experience helping his clients carry out their wishes in the most efficient and direct way possible. He is loved by his clients and respected by this peers.”
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Quick Summary Information for lawyer Daniel David on Lawbamba
- Free or Complimentary consultation may be available for a few hours.
- Santa Barbara Lawyers Fees is generally in the range of $260-$379 per hour.
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