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David Gerszewski

David Gerszewski

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

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
University of Denver
B.S. | B.S. in Decision Sciences
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
Jurisdictions Admitted to Practice
Arizona
Colorado
Minnesota
North Dakota
8th Circuit
9th Circuit
10th Circuit
United States Tax Court
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
  • Intellectual Property
  • Business Law
  • Tax Law
Languages
  • English: Spoken, Written
Social Media
Websites & Blogs
Website
Estate Planning 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
USA
Telephone: (480) 565-8020