David Gerszewski

David Gerszewski

David Gerszewski
Experience: 7 years
Estate Planning, Intellectual Property, Business Law and Tax Law
Arizona, Colorado, Minnesota and 5 others
Free consultation have
Awards 1
Experience 7y
Videos 9
Online & Web 9

Biography Submit listing

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

Jurisdictions Admitted to Practice

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

Education

Arizona State University

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

University of Denver

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

2013 - 2015

Arizona State University

J.D. | Juris Doctor

Awards

year - David Gerszewski
Best of Thervo 2019

Thervo

Contacts

Citadel Law Firm 1767 E. Queen Creek Rd. #1 Chandler AZ 85286 Telephone: (480) 565-8020

Videos

Citadel Law Firm | What is a Revocable Living Trust?
Estate planning attorney and tax lawyer David Gerszewski from Citadel Law Firm discusses "What is a Revocable Living Trust?".

Visit our website: www.clfusa.com
For more videos like this go to: www.clfusa.com/videos/
Connect with us through Facebook: https://www.facebook.com/citadellawfirm/

Video # CLF115
Views 19
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Comments 0
Citadel Law Firm | What is a HIPAA Waiver?
Estate planning attorney and tax lawyer David Gerszewski from Citadel Law Firm discusses "What is a HIPAA Waiver?".

Visit our website: www.clfusa.com/
For more videos like this go to: www.clfusa.com/videos
Connect with us through Facebook: https://www.facebook.com/citadellawfirm/

Video # CLF110
Views 45
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Dislikes
Comments 0
Citadel Law Firm | What is a Healthcare Power of Attorney?
Estate planning attorney and tax lawyer David Gerszewski from Citadel Law Firm discusses "What is a Healthcare Power of Attorney?".

Visit our website: www.clfusa.com/
For more videos like this go to: www.clfusa.com/videos
Connect with us through Facebook: https://www.facebook.com/citadellawfirm/

Video # CLF109
Views 5
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Comments 0
Citadel Law Firm | What is a Financial Power of Attorney ?
Estate planning attorney and tax lawyer David Gerszewski from Citadel Law Firm discusses "What is a Financial Power of Attorney?".

Visit our website: www.clfusa.com
For more videos like this go to www.clfusa.com/videos
Connect with us through Facebook: https://www.facebook.com/citadellawfirm/

Video # CL108
Views 7
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Comments 0
Citadel Law Firm | What is a Trust?
In this video attorney David Gerszewski from Citadel Law Firm explains the concept of Trust.

A trust is a legal arrangement involving at least three parties: a Settlor (also called a Grantor or Trustor), a Trustee, and a Beneficiary. Among these 3 parties: The Settlor creates the trust, and in an estate planning context is usually the party that transfers money and property into the trust. The Trustee manages the trust. And the Beneficiary or Beneficiaries receive the benefits from the trust.

Visit our website: https://clfusa.com/
For more videos like this go to https://clfusa.com/videos
Connect with us through Facebook: https://www.facebook.com/citadellawfirm/

Video # CLF107
Views 71
Likes
Dislikes
Comments 0
Citadel Law Firm | What is a Living Will?
In this video attorney David Gerszewski from Citadel Law Firm explains the concept of Living Will.

The term “Living Will” is probably confusing even to many lawyers who do not practice estate planning law - primarily because a “Living Will”does the exact opposite of what you may intuitively think.

Visit our website: https://clfusa.com/
For more videos like this go to https://clfusa.com/videos
Connect with us through Facebook: https://www.facebook.com/citadellawfirm/

Video # CLF106
Views 12
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Dislikes
Comments 0
Citadel Law Firm | What is a Will?
In this video attorney David Gerszewski from Citadel Law Firm explains What is a Will.

A “will” or “last will” or sometimes referred to more formally as a “last will and testament”– is a document, executed by a person with sufficient mental capacity, declaring how that person wishes their property to be distributed upon death.

Visit our website: https://clfusa.com/
For more videos like this go to https://clfusa.com/videos
Connect with us through Facebook: https://www.facebook.com/citadellawfirm/

Video # CLF105
Views 9
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Comments 0
Citadel Law Firm | What is Estate Planning?
In this video attorney David Gerszewski from Citadel Law Firm explains "What is Estate Planning?".

Estate Planning is the process through which you design your legal estate plan. And because an estate plan, the legal strategy for managing one’s affairs and property, is unique to every person, estate planning is never a linear process of simply checking boxes or signing a template document.

Visit our website: https://clfusa.com/
For more videos like this go to https://clfusa.com/videos/
Connect with us through Facebook: https://www.facebook.com/citadellawfirm/

Video # CLF104
Views 17
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Comments 0
Citadel Law Firm | Welcome video
Welcome to the video blog series of the Citadel Law Firm. We practice Estate Planning and Tax Law in the East Valley of Phoenix, Arizona.

We produced this series of videos as a public service to address common questions raised by many clients when they first come to see us. We hope you enjoy it!

Visit our website: https://clfusa.com/
For more videos like this go to https://clfusa.com/videos
Connect with us through Facebook: https://www.facebook.com/citadellawfirm/
Views 88
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Dislikes
Comments 0
Submit listing
David Gerszewski
David Gerszewski

Experience: 7 years
Website: Open
Location: USA
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Practice Areas

Estate Planning

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

Business Law

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

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

Languages

English: Spoken, Written

Certifications

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

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