David G. Henry

David G. Henry

Director
Location:
Pittsburgh, Pennsylvania
Phone:
412-288-1849
Fax:
412-281-4499
Email:

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. He also works with family businesses in transferring ownership between generations, and structuring start-up businesses.

An avid animal lover, Dave is a frequent speaker and author on estate planning for pet owners.

Dave has experience with most estate planning techniques including:

  • Dynasty trusts
  • Intentionally defective grantor trusts and GRATs
  • Family limited partnerships
  • Revocable and irrevocable trusts

 

Areas of Practice

  • Estates and Trusts

Certified Legal Specialties

  • Certified Public Accountant

Bar Admissions

  • Pennsylvania
  • U.S. Tax Court

Education

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

Honors and Awards

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

Professional Associations and Memberships

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