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David Gerszewski

United States, Arizona, Chandler
Age: 50 | Profile views: 230
5 of 5
Verified with : Documents uploaded
Reviews (1)
5 of 5
2019-11-19 18:10:47
Rated

Great Estate Planning Attorney, he is very patient and very knowledable.

Anonymous

My name is David Gerszewski and I am an Estate Planning Attorney and Probate 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 personalised 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 optimised 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.

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 personalised 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 optimised 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.

My name is David Gerszewski and I am an Estate Planning Attorney and Probate 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.

We aim to be the biggest law firm located in the Phoenix East Valley. We hope to extend our business to other areas of law.

Education
  • 08/2013 to 12/2015
    : Arizona State University College of Law
    : J.D., Juris Doctor
    : http://www.asu.edu
    : United States
    : Tempe
    : J.D., Juris Doctor Arizona State University College of Law
Career History
  • 06/2016
    : Citadel Law Firm
    : https://clfusa.com/
    : Managing Attorney
    : United States
    : Arizona
    : Chandler
    : My name is David Gerszewski and I am an Estate Planning Attorney and Probate Lawyer at Citadel Law Firm. I 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 personalised 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. 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 optimised 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.
Core Competencies
  • Estate Planning Attorney
  • Probate Attorney
  • Wills Attorney
  • Trusts Attorney
  • Tax Attorney
  • Business Attorney
Greatest Attributes

No Greatest Attributes Specified

Greatest Business Achievements

No Greatest Business Achievements Specified

Worst Failures in Business

No Worst Failures in Business Specified

Political Party
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