David and his wife Anna live in Olathe, KS with their two children, Kelyn and Vivian, whom they have homeschooled since kindergarten. The family is active in their local church, Countryside Baptist, and enjoys practicing Tae Kwon Do, having earned their first degree black belts together in 2013.
Since 2005
1999-2018
Since 2000
2018 - Current
Crandall Law Group
Boutique law firm focused on Trust & Estate settlements, administration, and litigation
2017 - 2018
Creative Planning Legal, P.A.
Lead a legal practice group focused on Trust & Estate settlements, administration, and litigation
2015 - 2017
The Mutual Fund Store
Served as the national estate planning subject matter expert. Developed in-house training for financial advisors to understand estate planning and communicate estate planning concepts with clients without violating UPL statutes. Developed client education articles and materials designed to motivate clients to consider estate planning issues and enable them to begin the estate planning process. Participated in strategy development for implementing capital gains recapture through selective portfolio re-balancing.
2008 - 2017
Legacy Planning Advocates, Attorneys & Counsellors at Law, LLC
Estate Planning (including trusts, wills, powers of attorney, medicaid planning, long term care planning, asset protection, business succession, providing for minor children, legacy preservation) Trust Settlement, Probate, Trust and Estate Litigation
2006 - 2009
Waits Brownlee Berger & DeWoskin
1998 - 2005
Waits Brownlee Berger & DeWoskin
1997 - 1998
New York City Law Department
1994 - 1998
J.D. (1998) | Law
Honors: Cum Laude
1989 - 1993
B.A. (1993) | Political Science
