David Carlson
President, Wealth Enhancement Trust Services
JD
Office Information
Contact David
David’s Locations
Madison, WI 53717 (608) 824-8600
About David
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
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Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
What we’re thinking about
Inheritance Simplified: How to Pass on Assets
Wealth Transfer Planning: Are Directed Trusts the Right Fit?
Newsroom and Resources
View AllKiplinger: David Carlson Contributed in “Inheritance, Simplified: How Assets Are Passed Down”
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