David is an experienced civil and probate court litigation attorney.
David’s civil litigation cases primarily involve business, real estate, commercial, D&O, environmental, products liability, IP, employment, insurance coverage and bad faith, professional liability (trustee, real estate broker, insurance broker, accountant, D&O), and personal injury litigation.
David’s probate court litigation cases primarily involved trust, estate, power of attorney, conservatorship, real property, elder abuse litigation, and representing fiduciaries and beneficiaries in contentious trust and estate administrations.
David’s experience also includes audit committees, D&O, risk management, and governance. David has served as the audit committee chair of a large nonprofit ($50 Million+), and on the boards of two other nonprofits. David is also a Certified Public Accountant (California, inactive), and is the author of Tate’s Excellent Audit Committee Guide which is updated regularly and is available at no cost to anyone who is interested in or involved with audit committees.
David writes two blogs, one on audit committees, D&O, risk management and governance at http://auditcommitteeupdate.com, and one on trust, estate and elder abuse litigation, and California trustee and beneficiary responsibilities and rights at http://californiaestatetrust.com.
David has authored many additional articles on his topics of experience, a past legal accounting guide for management with Irwin/Business One Publishing, and a past audit committee chapter for the California Continuing Education of the Bar publication Advising and Defending Corporate Directors and Officers.
David has also been active with many professional organizations and groups throughout his professional career.
- J.D., University of San Francisco School of Law
- M.S., Taxation, Golden Gate University
- B.S., Finance, San Francisco State University
Admitted to Practice
- United Stated District Court for the Northern and Eastern Districts of California
- Certified Public Accountant, California (inactive)
- State Bar of California
- Palo Alto Area Bar Association
- California Society of CPAs
- American Institute of CPAs
For more information on David Tate, please email to: email@example.com