David Spence Email & Phone Number
Partner @ Berliner Cohen, LLP
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David Spence Location
- San Jose, CA, US
David Spence Work
- Partner @ (May 2020 - Present)
- Adjunct Professor @ (April 2011 - Present)
- Attorney @ Royse Law Firm (June 2009 - May 2020)
- Senior Wealth Management Specialist @ (September 2003 - May 2009)
- Attorney at Law @ Kramer Radin LLP (January 1999 - August 2003)
- Tax Manager - Estate and Gift Group @ (April 1996 - January 1999)
- Attorney at Law @ (April 1995 - April 1996)
- Attorney at Law @ Moerschbaecher & Dryburgh (January 1994 - January 1995)
- Attorney at Law @ Ferrari Alvarez Olsen & Ottoboni (April 1991 - January 1994)
- Senior Tax Specialist @ (April 1986 - August 1988)
David Spence Education
- BYU Law School
JD
1988-1991 - Brigham Young University
M.Acc. (Taxation)
1984-1986 - Brigham Young University
B.S. (Accounting)
1982-1986
David Spence Skills
- Estate Administration
- Estate Planning
- Financial Advisory
- CPA
- Public Speaking
- Charitable Trusts
- International Tax
- Estate Tax Planning
- Trust
- Conservatorships
- International Wealth Strategies
- Wealth Management Services
- Tax Law
- Tax
- Legal Writing
- Advisory
- Planned Giving
- Finance
- Probate
- Asset Protection
- Wealth Management
- Powers of Attorney
- Ferrari
- SAN
- High Net Worth Individuals
- Legal Research
- Trusts
- Corporate Law
- Attorney
- Wealth
- Wills
- Corporate Governance
- Succession Planning
- Private Equity
- Living Trusts
- Estate Law
- Venture Capital
- Mergers and Acquisitions
David Spence Summary
- David Spence, based in San Jose, CA, US, is currently a Partner at Berliner Cohen, LLP. David Spence brings experience from previous roles at San Jose State University, Lucas Graduate School of Business, MST Program, Royse Law Firm, Wells Fargo Private Bank and Kramer Radin LLP. David Spence holds a 1988 - 1991 JD @ BYU Law School. With a robust skill set that includes Estate Administration, Estate Planning, Financial Advisory, CPA, Public Speaking and more. David Spence has 1 emails on RocketReach.
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