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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

Featured Media

Alerts

US Patent and Trademark Office Announces New Trademark Fees and Fee Increases for 2021

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NYSDEC Modifies Regional Greenhouse Gas Initiative Regulations, Reducing the Emissions Cap and Expanding Applicability

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ADA Accessibility Lawsuits: NDNY Judge Dismisses All of Serial-Plaintiff Deborah Laufer's Pending Lawsuits for Lack of Standing

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NYS High Court Holds the Vicious-Propensities Requirement Does Not Apply to Veterinary Clinic

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COVID-19: IRS Releases Guidance on Tax Issues of PPP Loan Forgiveness

Alerts

COVID-19: OPWDD Announces Proposed Amendments to HCBS Waiver to Take Effect on April 1

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