David is a Shareholder and Director at Callister, Nebeker & McCullough, where his practice focuses exclusively on tax and estate planning, business entities, asset protection, charitable organizations and charitable giving. He assists his clients in preparing wills, revocable trusts, irrevocable trusts, dynastic trusts, as well as corporations, partnership, and LLCs. He represents numerous public charities as well as many private foundations, both operating and non-operating. He has represented clients before Utah Courts in various probate matters, as well as guardianships, conservatorships, and adoptions. He has represented clients before the IRS at the audit level on estate, gift, and income tax issues and has filed numerous protests to Appeals and petitions to Tax Court. David is a Fellow with the American Counsel of Trust and Estate Counsel (ACTEC). David has served on professional committees with the Utah State Bar, the Utah Association of Certified Public Accountants, and the Utah Chapter of the Financial Planners Association. He also actively serves on the Boards of several different charitable organizations.
PROFESSIONAL COMMITTEE SERVICE
Utah Association of CPAs – Non Profit Task Force (1999 to 2002)
Utah Financial Planners Association (2000 to 2004)
Utah State Bar – Estate Planning Section (Program Chair, Secretary, Chair-elect, Chair) (2004 to 2008)
Callister Nebeker & McCullough – Member of Board of Directors (2007 to present)
NON-PROFIT BOARD SERVICE
PI Foundation, Inc. (2002 to present)
Salt Lake Theological Seminary (2003-2004)
Primary Children’s Medical Center – Planned Gifts Committee (2006-2008)
Big Canyon Ranch (2007 to present)
Holding Out Help (2009 to present)
Little Heroes Foundation (2009 to present)
David is an AV Rated lawyer by the Martindale-Hubbell Peer Review Rating System and has been named among Utah’s Legal Elite by Utah Business Magazine.
PUBLICATIONS
PRESENTATIONS / SEMINARS
MEMBERSHIPS
EDUCATION
PRACTICE AREAS
Tax & Estate Planning