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David Keith Cahoone

David Keith Cahoone

Practice areas:

Trusts, Estate Planning, Tax, Business

Client reviews

Not yet reviewed

About Me

David was born and raised in Southern New England. He has lived in Sarasota since 1991. He focuses his practice on helping individuals, families and business owners develop and implement plans to achieve their unique goals and objectives.


 


Individuals, families and business owners have different planning needs. Each will be concerned with bringing order to their affairs as well as passing on to loved ones their goals, values, and passion for life's important matters.


 


Families who are members of the great American middle class need to protect their hard-earned assets, to take advantage of planning available under existing tax laws, and to create opportunities for their children and grandchildren. Affluent families must concern themselves with the same issues, as well as the stewardship of their wealth, their enduring significance and impact on society, and the responsibilities they wish to pass on to their family members.


 


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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Practice Areas

Licensed since 1985

  1. Estate Planning: 30%
    27 years
  2. Trusts: 30%
    27 years
  3. Business: 20%
    27 years
  4. Tax: 20%
    27 years

Attorney Endorsements

16 total 

  • Stephen Joseph Mancini

    I endorse this lawyer in the areas of Trusts, Estate Planning, Tax, and Business law. David is an excellent attorney with a national reputation. He is a good friend and colleague and is well known for his ability to teach and inspire others, notably when he educates attorneys, financial advisors and other professionals. David is also an excellent counselor with an ability to connect to people and find solutions to his clients realize their goals.

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    Stephen Mancini Estate Planning Attorney
    Relationship: Other

  • Thomas Robert Rogers

    As an estate planning attorney and a Certified Public Accountant in Florida with over 35 years of practice helping clients design estate plans, I have learned more from David than anyone else. David has a unique way of explaining technical concepts in a manner that makes them understandable. To other skilled professionals in this field of law all across the country, he has been our mentor for 20 years+. The knowledge and experience that he has gained working on high net worth cases makes many of us in this profession call on him to collaborate with when the need arises. If you are in need of advice with respect to estate planning and you want the very best planner, I would highly recommend you seek David's counsel.

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    Thomas Rogers Estate Planning Attorney
    Relationship: Fellow lawyer in community

Contact Info

David K. Cahoone, PA, Of Counsel

Johnson, Browning & Clayton
One North Tuttle Avenue
Sarasota, FL, 34237-6345

Resume

License

StateStatusAcquiredUpdated
FLMember in Good Standing198508/12/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2013
Top LawyerSarasota Magazine2012
Laureate of the YearSouthern California Institute2005

Work Experience

TitleCompany NameDuration
AttorneyDavid K. Cahoone, P.A.,1992 - Present
AttorneyGoldberg & Young, PA1987 - 1991

Associations

Association NamePosition NameDuration
WealthCounselMember2007 - Present
Laureate in Wealth StrategiesFounding Member2005 - Present
Sarasota County Bar AssociationAttorney Member1996 - Present
Florida Bar AssociationMember Business, Tax, Real Property, Probate and Trust Law1986 - Present

Publications

Publication NameTitleDate
Published by McGraw-HillProtect and Enhance Your Estate (co-author)2012
Quantum Press publicationThe Objective Guide to Estate Planning and Life Insurance (co-author)2012
PerspectivesFeatured in: Estate Planning Comes of Age: Preparing for the Great Wealth Transfer2005
Broker WorldHow to Work Ethically With Other Professionals2002
Quantum Press publicationStrictly Business: Planning Strategies for Privately Owned Businesses (co-editor)2002
Journal of Financial Service ProfessionalsThe Impact of the Economic Growth and Tax Relief Reconciliation Act of 2001 on Existing Planning2002
The Tax Adviser (AICPA)Post EGTRRA Life Insurance Planning2002
Estate Planning magazineThe State of MDP2002
Penguin BooksThe Living Trust Workbook (co-author)2001

Education

School NameMajorDegreeGraduated
University of Florida, Fredric G. Levin College of LawN/AMaster of Laws (LL.M) in Taxation1986
Western New England College School of LawLawJD - Juris Doctor1985
Eckerd CollegePolitical ScienceBA - Bachelor of Arts1981

Speaking Engagements

Conference NameTitleDate
2015 Conference on PhilanthrophyWealth Planning in 2015: What's New & What Do We Do, Including a Legislative Update2015
Planning for the Generations SymposiumThe Implications of Clark v. Rameker: Protecting Inherited IRAs2014
Colorado State ForumPlanning in an Environment of High Income Taxes, Transfer Tax Exemptions & Portability2014
Planning for the GenerationsThe World has Changed: Resetting Your Planning Focus to Thrive in 2013 and Beyond2013
Laureate Gathering, San Diego, CaliforniaThe World Has Changed: Meeting American's Planning Needs in 2013 and beyond2013
Labor Day Conference WeekendAdvancing the MBC Ministry Through Planned Charitable Giving2013
Laureate Gathering, San Diego, CaliforniaWhat's New in Wealth Strategies Planning2012
Interdisciplinary Planning Series WebinarWhat the Election Results Mean for the Estate Planning Community2012
AWM Quarterly Confernence CallPlanning for the 3.8% Medicare Surtax2012
RBC Annual AWM Conference, DenverWhat's New in Estate and Wealth Strategies Planning2007
The Southern Arizona Estate Planning CouncilWhat’s New in Estate, Wealth and Transfer Planning2006
RBC AWM Annual Conference, MinneapolisGrantor Retained Annuity Trusts2006
WealthCounsel Annual Conference, ChicagoIntegrating GRATs into Estate Plans in 2004 and Beyond2004
The Financial Association ConferenceInterdisciplinary Practice: Working Together with Other Professionals2004
School of Life Annual Conference, OrlandoFunding the Purchase of Life Insurance in 2004 and Beyond Using Language Techniques Including Limited Partnerships, GRATs, CLATs and Sales to IGTs2004
Annual Conference National Committee on Planning Giving, DallasIn’s and Out’s of the Charitable Lead Trust2004