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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
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”

Alerts

Featured Media

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NYS's Landmark Climate Legislation Aims to Cut Greenhouse Gases, Increase Renewable Energy

Alerts

Start Delayed for Required Massachusetts Paid Family and Medical Leave Contributions

Alerts

NY Court of Appeals Expands Optional Safety Equipment Defense for Design Defect Claims

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