About
With 20 years of experience in trusts and estates, David has helped create numerous innovative solutions for modern estate planning challenges. As an attorney, he designed trusts to meet unique circumstances and advised fiduciaries on the high standards required of them, litigating when necessary to redress fiduciary breaches or resolve drafting ambiguities. As the leading executive for Wealth Enhancement Trust Services, David ensures that his team is well equipped to administer the complex (and simple) cases entrusted to them with compassion and experience.
Education
- BA - University of California - Berkeley
- JD - Georgetown University Law Center
Resources from David Carlson
Newsroom
David Carlson, President, Wealth Enhancement Trust Services, at Wealth Enhancement, recently contributed an article to Kiplinger titled, “Inheritance, Simplified: How Assets Are Passed Down.”
12/17/2024
Blog
Explore the legal nuances of inheritance, probate, and estate planning. Learn how to protect your legacy and minimize complications with trust services guidance.
10/29/2024
Blog
Learn how directed trusts offer flexibility by dividing trustee duties among trusted advisors. Discover the benefits, legal considerations, and how state laws impact the effectiveness of this estate planning tool.
1/14/2022
Blog
Explore how an intentionally defective grantor trust (IDGT) can reduce estate taxes, preserve wealth across generations, and leverage tax advantages for high-net-worth estate planning.
10/20/2021
Blog
Explore how a Charitable Lead Trust (CLT) can reduce taxes and support your legacy. Learn about CLATs vs. CLUTs, tax benefits, and how to structure your trust.
9/2/2021
