About David M. Allen
David Allen helps high-net-worth individuals and families with all their legal needs. With an approach that seamlessly integrates estate planning, tax minimization and concierge lawyering, David's advice allows his clients to spend less time managing advisors and more time focusing on their passions, their businesses and their families.
Preserving legacies with a holistic approach
From restructuring valuable art collections to coordinating legal services for multibillion-dollar family businesses and family offices, David is often the first and only phone call his clients need to make. His clients live around the world and include private business owners, corporate executives, hedge fund managers and private equity principals.
Practice Focus
- Estate and succession planning
- Tax minimization and creditor protection
- International estate and tax planning
- Family office planning
- Coordinating legal services, including corporate, real estate, litigation and financial services lawyers
News
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August 20, 2020
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September 2015
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March 16, 2015
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August 5, 2014
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July 20, 2012
Publications
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January 15, 2021
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November 24, 2020
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March 23, 2020
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November 25, 2019
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December 4–7, 2018
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November 19, 2018
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Sweating The Small Stuff: Pre- and Post-Liquidity Event Planning For Business OwnersAugust 2018
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February 28, 2018
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November 20, 2017
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Presentations and Events
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Speaker | Advising UHNW Families During a Period of Seismic ChangesOctober 14, 2020
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October 28, 2019
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SpeakerOctober 15, 2019
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PresenterMay 2, 2019
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Estate Planning in Depth 2018Presenter | Pre- and Post-Liquidity Event Planning for Business Owners | ALI CLE Annual Summer ProgramJune 25–28, 2018
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Aggressive Tax Planning and the Ethical Advisor: Beyond Zealous Advocacy | The Chicago Bar AssociationPresenterNovember 13, 2017
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NYC Sophisticated Trusts and Estate InstituteBusiness Sale Pre and Post-Transaction PlanningNovember 9, 2017
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Notre Dame Tax & Estate Planning InstituteAggressive Tax Planning and the Ethical AdvisorOctober 27, 2017
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July 31, 2017
- View All Presentations and Events