About

With 20 years of experience in trusts and estates, David has helped create numerous innovative solutions for modern estate planning challenges. As an attorney, he designed trusts to meet unique circumstances and advised fiduciaries on the high standards required of them, litigating when necessary to redress fiduciary breaches or resolve drafting ambiguities. As the leading executive for Wealth Enhancement Trust Services, David ensures that his team is well equipped to administer the complex (and simple) cases entrusted to them with compassion and experience.

Education

  • BA, University of California - Berkeley
  • JD, Georgetown University Law Center

Resources from David Carlson

Topic
Blog
Discover how Charitable Lead Trusts work, their tax benefits, and strategies for supporting charities while preserving wealth for heirs. Learn why charitable lead trusts are a smart estate planning tool.
2/5/2026

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