Free Consultation: (480) 565-8020Tap to Call This Lawyer
David Gerszewski

David Gerszewski

  • Estate Planning, Probate, Elder Law ...
  • Arizona, Colorado, Minnesota, North Dakota
Review This Lawyer
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law

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.


David Gerszewski

Practice Areas
    Estate Planning
    Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
    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
Jurisdictions Admitted to Practice
Placeholder image for jurisdictions.
Placeholder image for jurisdictions.
Placeholder image for jurisdictions.
North Dakota
Placeholder image for jurisdictions.
8th Circuit
Placeholder image for jurisdictions.
9th Circuit
Placeholder image for jurisdictions.
10th Circuit
Placeholder image for jurisdictions.
United States Tax Court
Placeholder image for jurisdictions.
  • English: Spoken, Written
Arizona State University
M.S. | M.S. in Decision and Information Systems
Arizona State University Logo
University of Denver
B.S. | B.S. in Decision Sciences
University of Denver Logo
Arizona State University
J.D. | Juris Doctor
Arizona State University Logo
Best of Thervo 2019
Professional Associations
State Bar of Arizona  # 033080
Placeholder image for professional associations.
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
Websites & Blogs
Estate Planning Attorney in Chandler, AZ
Arizona Probate Lawyer
Living Trust Attorney in Chandler, AZ
Legal Blog for Citadel Law Firm
Legal Answers
4 Questions Answered
Q. How should I title a house so that my share can go to my beneficiaries on my death?
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?
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.
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.
View More Answers
Contact & Map
Citadel Law Firm
1767 E. Queen Creek Rd. #1
Chandler, AZ 85286
Telephone: (480) 565-8020
Toggle tool

There are no recently viewed profiles.

There are no saved profiles.

There are no profiles to compare.