David K. Cahoone

Senior Partner @Dorcey Law Firm

Sarasota, FL, US
EMAILS
d••••@dorceylaw.com
MOBILE NUMBERS
+19•••••••52

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WORK HISTORY

May 2024 — Present

Senior Partner @Dorcey Law Firm

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David and the Dorcey Law Firm team greatly look forward to working collaboratively with other attorneys, CPAs, financial advisors, and insurance professionals to serve the specialized planning needs of individuals, families and business owners. At the Dorcey Law Firm our team helps you Preserve, Protect, Grow and Transfer Your Legacy by providing counseling and expertise in the areas of Estate Planning, Charitable Planning, Tax Planning, Asset Protection, Business Planning, Elder Law, Trust and Estate Administration, Disaster Protection.

EDUCATION

1982 — 1985

Western New England University School of Law

J.D., Law

1978 — 1981

Eckerd College

B.A., Political Science

1985 — 1986

University of Florida - Fredric G. Levin College of Law

LL.M., Taxation

SKILLS

High Net Worth IndividualsEstate Tax PlanningRevocable TrustsEstate PlanningEstate LawBusiness FormationIncome TaxCharitable TrustsCorporate LawInheritance Tax PlanningSuccession PlanningTrustsLlcLegal WritingEstate AdministrationBusiness TransactionsCharitable Gift PlanningAsset ProtectionWillsTax LawGift TaxSmall BusinessTax

ABOUT DAVID K. CAHOONE

David has over 30 years of active practice experience in the areas of wealth transfer planning, charitable planning, trusts and estates, income tax planning and business planning. David has significant experience planning with ultra-high-net-worth families and individuals through working with them in all phases of design, implementation and ongoing support.David enjoys engaging with individuals, families and business owners to achieve their unique goals and objectives by listening to discover, and then working with them to build, a plan to implement, their \"enlightened dreams\" for themselves, their loved ones, their communities and their philanthropic passions.David also assists public charities and private foundations with navigating the challenging requirements for accepting complex gifts and providing proper documentation to donors and IRS compliance. He also provides training to charitable fundraisers and presentations to charitable donors who are looking to be more tax efficient in their charitable giving. David has a Masters degree in Taxation from the University of Florida College of Law and has attained the highest professional ranking (AV) from Martindale-Hubbell. He is a member of the Southwest Florida Estate Planning Counsel, National Association of Charitable Gift Planners, Charitable Gift Planners of Southwest Florida, and the Sarasota County and Florida Bar Associations (Sections on Business Law, Tax Law, Real Property and Trust Law).David is a co-author of Protect and Enhance Your Estate (McGraw Hill) and The Living Trust Workbook (Penguin Group). He has been quoted in national newspapers, magazines and appeared as a guest on a number of radio talk shows. David is also a frequent keynote speaker for local and national organizations.In addition, David looks forward to working collaboratively with other attorneys, CPAs, financial advisors, and insurance professionals to serve the specialized planning needs of individuals, families and business owners.

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