David Gerszewski

My name is David Gerszewski and I am an Estate Planning Attorney and Tax Lawyer. I was born and raised in North Dakota and first moved to Arizona in 1992 to pursue graduate studies in applied statistics at Arizona State University. My first career working for Wall Street investment banks and hedge funds took me to New York and then to London for almost 20 years. After leaving institutional finance, I moved to Florianópolis in South America where I developed a restaurant franchise concept that spread throughout southern Brazil.

I again made Arizona my home in 2014 and now operate the Citadel Law Firm ® based in Chandler serving east valley clients in estate planning, wills and trusts, and tax law. Our law practice designs personalized estate, business, retirement, and tax planning strategies for clients, which are designed to coordinate with clients’ existing investments, pensions, life insurance, and annuities. Through a legally distinct financial planning entity that is not a law firm, our clients may also receive guidance on investment management and life insurance retirement planning (“IMLIRP”) strategies.

I draw on extensive commercial and international experience to represent clients developing new businesses, protecting intellectual property (trademarks, copyrights, and patents), planning for business succession, and resolving related legal issues as they arise.

We approach our clients like family. My unique background across several industries in investment banking, investment management, small business entrepreneurship, tax, and law allows me to provide comprehensive, coordinated, and optimized solutions tailored to clients, their families, and their businesses. This coordinated approach for most clients results in financial security, peace of mind, and a clear understanding of the resources that will be available when difficult times arise.

Please contact me to arrange an appointment to discuss your matter.

Sincerely,

David Gerszewski

Estate Planning

Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills

Probate

Probate Administration, Probate Litigation, Will Contests

Elder Law

Tax Law

Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning

Business Law

Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes

Intellectual Property

• Free Consultation
• Credit Cards Accepted
  All major credit cards are accepted.
• Contingent Fees
  We take cases on contingency but only for intellectual property

Arizona

Since 2016

Colorado

Since 2016

Minnesota

Since 2016

North Dakota

Since 2016

8th Circuit

Since 2016

9th Circuit

Since 2016

10th Circuit

Since 2016

United States Tax Court

Since 2016

Arizona State University

M.S. | M.S. in Decision and Information Systems

University of Denver

B.S. | B.S. in Decision Sciences

Arizona State University

J.D. | Juris Doctor

2013 - 2015

Best of Thervo 2019

Thervo

2019

State Bar of Arizona  # 033080

Member

Current

State Bar Admission - Arizona

Citadel Law Firm

State Bar Admission - Colorado

Citadel Law Firm

State Bar Admission - North Dakota

Citadel Law Firm

State Bar Admission - Minnesota

Citadel Law Firm

Q. How should I title a house so that my share can go to my beneficiaries on my death?

April 24, 2023

A: Your question is not as straightforward as you would think. It will depend how the houses are acquired as well. I would recommend you work with an estate planning attorney to design a strategy to accomplish your goals. A beneficiary deed will not necessarily accomplish it.

Q. Is the beneficiary on the deed to my deceased sister's home obligated to reimburse me for a mortgage payment?

March 8, 2023

A: I would recommend you talk to an attorney in your state as new York law may be different. If it was in Arizona we would recommend submitting a claim as creditor of the estate for the mortgage payment.

Q. Revocable living trust, dad past. Can she not read the will to the boys now, time limit on filing to make it irrevocabl.

June 3, 2022

A: I would recommend you talk to an attorney review the Trust. Trusts with special needs considerations are usually more complex than a regular trust. It is very likely the trust may only became irrevocable after the spouse passes away, not after the first person passes away. An attorney will need to read the Trust to understand it.