Overview
For three decades, David Shannon has been an advisor to individuals and corporate entities on wealth management matters, including estate planning, estate and trust administrations, and succession planning for closely-held businesses.
David works with clients to:
- Develop and implement estate plans for high net worth individuals
- Develop and implement succession plans for owners of closely held businesses
- Administer and distribute estates and trusts
- Advise individual and corporate fiduciaries regarding duties and mitigation of risk
- Prepare federal and state estate tax returns and federal gift tax returns
- Resolve tax controversies and family disputes involving wealth management issues
Related Legal Services
Credentials
Bar Admissions
Minnesota
Court Admissions
U.S. Tax Court
U.S. District Court for the District of Minnesota
Education
Indiana University Maurer School of Law
J.D. cum laude (1988)
Kalamazoo College
B.A. with honors (1983)
Insights & Events
Insights
Leadership & Community
Professional Associations
- American College of Trust and Estate Counsel
- Minnesota State Bar Association
- Minnesota State Bar Association —Probate and Trust Law Section (Former Chair, Officer and Member)
- Minnesota State Bar Association — Probate and Trust Law Section Legislation Committee (Former Co-Chair and Member)
Civic Activities
- Minneapolis Club — Former President and Governor
- Hopkins Education Foundation — Former Member and Board of Directors
- St. Thomas the Apostle Catholic Church Pastoral Council — Former Chair, Officer and Council Member
Honors
- Best Lawyers®— Trusts and Estates, 1999-2020, 2024 (Lawyer of the Year, 2020)
- Minnesota Super Lawyers — Estate Planning & Probate, 2003-19 (Minnesota's Top 40 Estate Planning & Probate, 2007)
Awards Methodology
No aspect of these recognitions has been approved by the highest court of any state.
No aspect of these recognitions has been approved by the highest court of any state.