David Spence heads the Estate, Trust, and Wealth Strategies practice for Royse Law Firm. As such, he is an expert in taxation, estates, trusts and other private wealth structures used in the efficient management, protection, and transition to succeeding generations. David’s clients are international and domestic individuals, families, businesses, and charitable organizations. Over the last twenty-five years, David has practiced with prominent law firms and “Big 4” international accounting firms in Silicon Valley and San Francisco. Immediately prior to joining Royse Law Firm, David was Regional Trust Manager and Senior Wealth Management Specialist for the Silicon Valley Region of the largest, and oldest west coast-based trust company.
David has counseled some of the largest and most complex estates in the world. He has worked extensively with philanthropists, private foundations, and many public charities to develop and implement tax-efficient, planned giving programs. David has represented clients before various courts and administrative agencies of the federal and state government, including the United States Tax Court and the Internal Revenue Service.
Currently, David is also an adjunct professor with the Master of Science in Taxation (MST) program in the Lucas Graduate School of Business at San Jose State University, where he teaches Taxation of Estates and Trusts.
David has served in numerous volunteer positions with charitable and professional organizations. He is currently a member of the Planned Giving Advisory Council for Catholic Charities of Santa Clara County, and was a founding board member of the Silicon Valley branch of the London-based Society of Trust and Estate Practitioners. David also served for two years as a full-time voluntary representative of his church in Sweden, and has conversational proficiency in the Swedish language.
• B.S. (Accounting), Brigham Young University
• M. Acc. (Taxation), Brigham Young University
• J.D., Brigham Young University
Admitted To Practice:
• United States Tax Court
• United States District Court for the Northern District of California
• State Bar of California: Tax Section, Estate and Trust Section,
Business Law Section
• Silicon Valley Bar Association, Palo Alto Area Bar Association
For more information on David Spence, please email to: email@example.com