David Spence Email & Phone Number
Partner @ Berliner Cohen, LLP
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David Spence Location
- San Jose, CA, US
David Spence Work
- 2020 -now Partner @
- 2011 -now Adjunct Professor @
- 2009 -2020 Attorney @ Royse Law Firm
- 2003 -2009 Senior Wealth Management Specialist @
- 1999 -2003 Attorney at Law @ Kramer Radin LLP
- 1996 -1999 Tax Manager - Estate and Gift Group @
- 1995 -1996 Attorney at Law @
- 1994 -1995 Attorney at Law @ Moerschbaecher & Dryburgh
- 1991 -1994 Attorney at Law @ Ferrari Alvarez Olsen & Ottoboni
- 1986 -1988 Senior Tax Specialist @
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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