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David Gerszewski

David Gerszewski

  • Estate Planning, Intellectual Property, Business Law ...
  • Arizona, Colorado, Minnesota, North Dakota
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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.


David Gerszewski

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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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
Best of Thervo 2019
Professional Associations
State Bar of Arizona  # 033080
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Jurisdictions Admitted to Practice
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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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  • 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
    Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
    Intellectual Property
    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
  • English: Spoken, Written
Legal Answers
Q. Re: A family trust 3 children, trust is to divide equally. In the trust, property is "conveyed' to one son by parents
A: The information provided is not enough to answer your question. We would recommend that you consult with a estate planning attorney and have the attorney review the trust for you.
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Websites & Blogs
Estate Planning Attorney in Chandler, AZ
Legal Blog for Citadel Law Firm
Contact & Map
Citadel Law Firm
1767 E. Queen Creek Rd. #1
Chandler, AZ 85286
Telephone: (480) 565-8020