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David Gerszewski

David Gerszewski

  • Estate Planning, Probate, Elder Law ...
  • Arizona, Colorado, Minnesota, North Dakota
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Biography

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

Education
Arizona State University
M.S. | M.S. in Decision and Information Systems
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University of Denver
B.S. | B.S. in Decision Sciences
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Arizona State University
J.D. | Juris Doctor
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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
Awards
Best of Thervo 2019
Thervo
Professional Associations
State Bar of Arizona  # 033080
Member
Current
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Jurisdictions Admitted to Practice
Arizona
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Colorado
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Minnesota
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North Dakota
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8th Circuit
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9th Circuit
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10th Circuit
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United States Tax Court
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Fees
  • Free Consultation
  • Credit Cards Accepted
    All major credit cards are accepted.
  • Contingent Fees
    We take cases on contingency but only for intellectual property
Practice Areas
    Estate Planning
    Health Care Directives, Trusts, Wills
    Probate
    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
Languages
  • English: Spoken, Written
Legal Answers
Q. My husband changed his trust one month after his brain tumor diagnosis and died less than 2 months later. Legal?
A: Assuming your husband was still of sound mind and the attorney followed all the Arizona state law requirements, it should be legal. You can contact an estate litigator and see if there is room to go to court to contest it.
Q. My father passed away in December 2022. He had a Will and a Trust listing his 3 adult children as recipients of all
A: The lawyer's position is right. The lawyer represents the trustee. You can hire your own lawyer to discuss matters with the trust lawyer if you want. Your cousin should still follow guidelines for administering the trust according to Arizona law.
Q. Completed a will from a kit and had it notarized. No witnesses. Will this be valid when I die?
A: In Arizona the Last Will and Testament will be valid, but it will not be self-proven.
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Websites & Blogs
Website
Estate Planning Attorney in Chandler, AZ
Website
Arizona Probate Lawyer
Website
Living Trust Attorney in Chandler, AZ
Blog
Legal Blog for Citadel Law Firm
Contact & Map
Citadel Law Firm
1767 E. Queen Creek Rd. #1
Chandler, AZ 85286
Telephone: (480) 565-8020