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.

Former professor at John Marshall Law School, David taught a course on estate and gift tax law, and he is a frequent speaker on estate and tax planning related topics, including pre-business sale tax and estate planning, international trust and estate planning, income taxation of trusts, ethical tax planning, trust decanting and estate planning with digital assets. David is also vice chair of the Society of Trust and Estate Practitioners (STEP) Chicago Branch.

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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

Publications

Presentations and Events

Practices
Industries
Education
  • University of Michigan Law School, JD
  • University of Virginia, BA
Bar Admissions
  • Illinois
  • Michigan
Community Involvements
  • The Chicago Bar Association
  • Society of Trust and Estate Practitioners (STEP)
Recognitions
Recognized or listed in the following:
  • Best Lawyers in America
    Trusts and Estates, 2018–2022
  • Leading Lawyers Network
    Emerging Lawyer, 2015
Award Methodologies