DAVID G. ADLER

Mr. Adler practices law in the areas of estate planning, probate, tax and general business matters.  He is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization, an Accredited Estate Planner by the National Association of Estate Planners and Councils, and a Certified Public Accountant.  He has been awarded the AV Preeminent Peer Reviewed Rating by Martindale Hubbell and designated a Texas Super Lawyer.  In addition to over 30 years in the practice of law with law firms, his work experience has included work with a large international CPA firm as partner-in-charge of its Dallas office tax department and then as Managing Partner of that office; he also served as its international liaison partner and member of its entertainment industry group and its tax shelter advisory group.  He has also been chairman of the audit committee of a privately held energy company and a member of its compensation committee.

 

- PRACTICES

Business Law

Estate Planning and Individual Wealth Management

Tax Law

 

- SPEECHES and PUBLICATIONS

Who is the Taxpayer:  Corporate Title Holder vs. Beneficial Owner

Going Public:  Tax Aspects and Problems

Investment Opportunities:  Options, Commodities, Futures, and Similar Investments and Their Use in Financial and Tax Planning

Financing New Homes with Zero Coupon Bonds

Qualified Terminal Interest Property (“QTIP”) Elections

Planning for the Disposition of Real Estate

Local Feature Film Investment Environment – Panel Discussion

Update of Record Keeping for Automobiles and Mixed Use Property

Estate Planning for Closely Held Business

Sales Tax on Advertising in the Entertainment Industry

Moderator, 10th Annual Wills and Probate Institute, South Texas College of Law

Impact of Funding Formulas on the GST Exemption

The Client’s Ongoing Plan: What are the Future Operating Requirements and Who’s Watching Out for Them

Client Valuation Matters:  The Legal, Tax and Financial Issues

The Life Insurance Trust:  A look at the underlying income, gift, estate and GST tax concepts that are necessary for it to work, and the ongoing reporting implications

Charitable Split Dollar and Charitable Limited Partnerships:  The IRS Challenge

Lecturer on Income Taxation of Partnerships – SMU School of Law

International Estate Planning:  Planning for the People Involved in International Business and Investment Transactions

Estate/Financial Planning with Qualified State Tuition Plans (“QSTPs”)

How Cross-Border Business People Can Benefit from International Estate Planning

Tax and Other Issues In Choice of Entity Decision for a Business

 

- EDUCATION

DePaul University Law School

Northwestern University Business School

Southern Methodist University (Post Graduate work in Tax Law)

Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization

Accredited Estate Planner by the National Association of Estate Planners & Councils

Selected as Texas Super Lawyer (Estate Planning/Trusts/Probate)

Certified Public Accountant

Northwestern University Scholarship

Illinois State Scholarship

President, Beta Alpha Psi (Accounting Honorary – Northwestern)

Pi Gamma Mu (National Social Science Honorary – DePaul)

American Jurisprudence Awards for Academic Achievement (DePaul)

 

 

- AFFILIATIONS

Member, State Bar of Texas

Member, American Bar Association

Member, Dallas Bar Association

Member, Dallas Estate Planning Council

Fellow, The College of the State Bar of Texas

Certified Public Accountant, Texas

Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization

Accredited Estate Planner by the National Association of Estate Planning Councils

AV rated by Martindale – Hubbell

 

 

 

E: dadler@gpm-law.com

T: 972-419-7111

F: 972-419-8329

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