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David G. Henry - Pittsburgh, PA

Three Gateway Center401 Liberty Ave.22nd Floor Pittsburgh, PA 15222- 1005

Free Consultation

Virtual Appointments

Updated: 10/25/2019

Pittsburgh Estates and Trusts Lawyer

Overview

A Director in the Estates and Trusts Group, Dave concentrates his practice on estate planning, wealth management, and estate administration. As a former certified public accountant, Dave has the knowledge, experience and ability to counsel clients on tax minimization strategies with respect to their estate planning, and provides representation to taxpayers in disputes with the IRS with respect to estate and gift tax issues...

About David G. Henry

Practice Areas

  • Estates and Trusts

Current Employment Position(s)

  • Director

Qualifications

Bar Admissions

  • Pennsylvania
  • U.S. Tax Court

Specialties and Certifications

  • Certified Public Accountant

Other Affiliations

  • Allegheny County Bar Association (Member)
  • Pennsylvania Institute of Certified Public Accountants (Member)
  • American Institute of Certified Public Accountants (Member)

Education

  • Duquesne University School of Law, Pittsburgh, Pennsylvania
    J.D.
    Honors: cum laude
    Law Review: Participated,
  • Indiana University of Pennsylvania
    B.S.
    Honors: summa cum laude

Achievements

Honors

  • BR Rated, Martindale-Hubbell Peer Review Rating System.

Video & Photo

Photo

Office Information

Address

Three Gateway Center401 Liberty Ave.22nd Floor Pittsburgh, PA 15222- 1005

Fax

  • 412-281-4499

Offers Free Initial Consultation

Yes

Accepts Credit Cards

Yes

Office Hours

M - F, 8:30 am - 5:00 pm

Websites

Publication

Representative Cases

  • Represented the owners of a large manufacturing company in the transfer of all stock into related dynasty trusts.
  • Assisted many clients form and operate intentionally defective grantor trusts and GRATs to transfer ownership between generations.
  • Assisted many trustees in the termination or reformation of irrevocable trusts following the occurrence of unanticipated events.
  • Assisted many clients create spendthrift trusts to be the beneficiaries of their retirement plan assets.
  • Represented a large insurance agency in the acquisition of multiple competitors.
  • Assisted in the amicable separation and distribution of the assets of a marital estate valued at over $50M.

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Firm Address

Fax:
412-281-4499
Google Map
Three Gateway Center401 Liberty Ave.22nd Floor Pittsburgh, PA 15222- 1005

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