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DavidLuzon

Partner

"I enjoy helping clients navigate the complexities of trust and estate planning and administration. I particularly like the challenges presented by cross-border planning."

Overview

Biography

David concentrates his practice on trusts and estate planning and administration, with a specific focus on cross-border planning, asset-protection planning, dynasty-trust planning, and elder law. He counsels clients in estate, gift, generation-skipping transfer, income-tax, and Medicaid- and retirement-benefits planning; charitable-giving techniques; and guardianship matters.

Bar Associations

  • American Bar Association, Real Property, Probate, and Trust Law and Tax Law Sections
  • Bar Association of Erie County, Surrogate’s Court Practice & Procedure Committee
  • New York State Bar Association, Trusts and Estates, Tax, Elder Law, and International Sections

Selected Memberships & Affiliations

  • Estate Analysts of Western New York
  • Financial Planning Counselors of Western New York
  • National Academy of Elder Law Attorneys (NAELA)
  • National Association of Charitable Gift Planners
Experience

Prior Experience

  • Phillips Lytle, LLP, Partner

Selected Community Activities

  • Community Foundation for Greater Buffalo, Professional Advisory Council Chair
  • Child and Family Services of Buffalo, Former Board Member

Selected Honors

  • The Best Lawyers in America®: Trusts and Estates, 2021
  • New York State Bar Association, Empire State Counsel, 2018
Knowledge

Selected Speaking Engagements

  • New York State Bar Association, “Probate and Administration of Estates” CLE
  • Medical Society County of Erie Legal Liability & You Program, “Asset Protection”

Selected Alerts & Blog Posts

Featured Media

Alerts

NYS Office of Renewable Energy Siting Proposes New Rules Implementing the Major Renewable Energy Development Program

Alerts

Strict New Criteria for Community Medicaid Program Takes Effect October 1

Alerts

FERC Formalizes Its Practice That States Have a Full Year to Act on Section 401 Certification Requests for Natural Gas Act Infrastructure Projects

Alerts

Have You Received an "Urgent Notice" About Your Trademark?

Alerts

COVID-19: Anticipated RESTAURANTS Act of 2020 Will Establish a $120 Billion Fund for Assistance

Alerts

Post-ARRA COBRA Litigation May Signal COBRA Lawsuits to Come

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