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David Burchard Gaw

David Burchard Gaw

Practice areas:

Estate Planning, Trusts, Probate

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About Me

I have been practicing law since 1972 and have been practicing exclusively in the Trusts and Estates area since 1986. I counsel clients in estate planning, trust administration, probate, and elder law, including public benefits planning. I generally handle 300 to 400 new cases each year and often serve as an expert witness in litigated trust and estate matters. I am head of my firm’s seven-attorney Trust and Estate Department and lecture and write frequently on trust and estate issues. My day-to-day practice involves the drafting of complex trusts, such as Grantor Retained Annuity Trusts, Intentionally Defective Grantor Trusts, Qualified Personal Residence Trusts, Intentionally Defective Beneficiary Trusts, and other types of irrevocable trusts. Through thoughtful analysis, complex tax calculations, and insightful planning, I am able to assist my clients in saving millions in estate taxes while fulfilling their estate planning goals. I frequently handle estates of $10 million or more. In both planning and administration, I emphasize the importance of working as a team member with the accountant, financial planner, and other attorneys (e.g., the business attorney). In my trust administration practice, I created a “system” to handle trust administration matters, which I teach to other attorneys and accountants throughout the state. My “system” became so popular that the Continuing Education of the Bar enlisted me in updating their book, California Trust Administration, and advertised that it contained the “Gaw System” of trust administration. It continues to be one of CEB’s most popular books. A significant portion of my practice involves counseling elders, as well as assisting middle-income clients with public benefits planning. I have also developed a system in public benefits planning, using complex irrevocable trusts, to assist my clients in achieving their goals, and protecting their assets for their loved ones. I frequently lecture for the California State Bar, the Continuing Education of the Bar, the California CPA Education Foundation, as well as numerous trust and estates sections of local bar associations, and regional estate planning councils. From 2004 to 2009, I served on the Executive Committee of the Trusts and Estates Section of the State Bar of California. As a member of this committee, I participated in frequent telephone conferences, monthly meetings, and assisted in drafting new (or editing old) legislation related to the practice of estate planning law.

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Practice Areas

Licensed since 1971

  1. Estate Planning: 75%
    43 years, 7 thousand cases
  2. Trusts: 20%
    43 years, 3 thousand cases
  3. Probate: 5%
    43 years, 700 cases

Payment

Fees:

Hourly ($495-550/hour), Fixed (Always)

Payment Types:

Cash, Check, Credit Card

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Contact Info

Gaw, Van Male, A Professional Law Corporation

1000 Main Street
3rd Floor
Napa, CA, 94559

Gaw, Van Male, A Professional Law Corporation

1261 Travis Boulevard
Suite 350
Fairfield, CA, 94533

Gaw, Van Male, A Professional Law Corporation

411 Davis Street
Suite 101
Vacaville, CA, 95688

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Resume

License
StateStatusAcquiredUpdated
CAActive197205/20/2015
COInactive197106/30/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Northern California Super LawyerSuper Lawyers2010
Northern California Super LawyerSuper Lawyers2009
Spirit of CEB AwardCalifornia Continuing Education of the Bar2008
Northern California Super LawyerSuper Lawyers2008
Northern California Super LawyerSuper Lawyers2007
The single all-around most outstanding course authorCalifornia CPA Education Foundation2007
Northern California Super LawyerSuper Lawyers2006
Outstanding EducatorCalifornia Continuing Education of the Bar2006
Outstanding EducatorCalifornia Continuing Education of the Bar2005
Northern California Super LawyerSuper Lawyers2004
Attorney of the YearNapa County Legal Secretaries Association1998
Outstanding Conference VolunteerCalifornia CPA Education Foundation1998
Order of the CoifN/AN/A

Work Experience
TitleCompany NameDuration
PartnerGaw, Van Male, Smith, Myers & Reynolds1977 - Present
PartnerGaw & Van Male1976 - 1977
PartnerJones, Gaw & Van Male1974 - 1976
PartnerJones & Gaw1972 - 1974
AssociateLaw Offices of James V. Jones1972 - 1972
AssociateFitzgerald, Abbott Beardsley1971 - 1972

Associations
Association NamePosition NameDuration
American College of Trust and Estate CounselFellow2010 - Present
National Academy of Elder Law Attorneys, Council of Advanced PractitionersMember2004 - Present
LawPactVice President2004 - Present
Napa County Bar AssociationPresident1993 - 1994
Solano County Bar AssociationMember1989 - Present
National Academy of Elder Law AttorneysMember1989 - Present
Napa County Bar Association Trusts and Estates SectionChairman1982 - 1986
State Bar of CaliforniaMember1972 - Present
American Bar AssociationMember1972 - Present

Publications
Publication NameTitleDate
North Bay Business JournalWhy business owners need help from an exit planner2006
California Continuing Education of the Bar (CEB)"Administering the Single Person Trust After Settlor's Death,"1995
California Continuing Education of the Bar (CEB)"Subtrust Allocation and Funding on the Death of the First Spouse,"1995
California Continuing Education of the Bar (CEB)“Marital Deduction Subtrust Funding,”1995
California Continuing Education of the Bar (CEB)"Administering a Single-Person Trust After Settlor’s Death.”1995

Education
School NameMajorDegreeGraduated
University of California School of LawLawJD - Juris Doctor1971
University of ColoradoN/ABA - Bachelor of Arts1967

Speaking Engagements
Conference NameTitleDate
Sacramento Estate Planning Council Technical ForumHigh Net Worth Estate Planning: Systems, Forms and Techniques2011
California CPA Education FoundationComprehensive Estate Planning2011
California CPA Education FoundationEstate Planning and Long Term Care Planning for the Elderly2011
North Bay Adult Day Center Alzheimer's GroupLong Term Care Planning2010
Estate Planning SeminarUnderstanding Wills, Trusts & Long Term Care Planning2010
El Dorado Community Foundation Annual Professional Advisor's ForumHot Issues in Trust Administration and Stale Trust Administration2010
Continuing Education of the BarGaw on Administering the Moderate Single-Settlor and Married Person Trust2010
Continuing Education of the BarGaw on Administering the Moderate Single-Settlor and Married Person Trust2010
California CPA Education Foundation Advanced Estate Planning ConferenceSelective Advance Estate Planning Techniques2010
California CPA Education FoundationEldercare Income and Estate Planning Workshop2010
California CPA Education FoundationA Practical Workshop on Trust Administration of the Living Trust2010
Travis Credit UnionThe Living Trust Myth2009
State Bar of CaliforniaEstate Planning Through Administration: The Exam and You2009
Orange County Bar Association Trusts and Estates SectionHot Issues in Trust Administration and Stale Trust Administration2009
Mendocino County Advisors, Mendocino Community FoundationHot Issues in Trust Administration and Stale Trust Administration2009
Continuing Education of the BarGaw on Administering the Single-Settlor and Married Person Trust2009
Continuing Education of the BarGaw on Administering the Single-Settlor and Married Person Trust2009
Continuing Education of the BarGaw on Administering the Moderate Single-Settlor and Married Person Trust2009
Continuing Education of the BarGaw on Administering the Moderate Single-Settlor and Married Person Trust2009
California CPA Education FoundationEldercare Income and Estate Planning Workshop2009
California CPA Education FoundationEldercare Income and Estate Planning Workshop2009
California CPA Education FoundationLegal and Accounting Issues of Trust Administration and Subtrust Funding2009
California CPA Education FoundationLegal and Accounting Issues of Trust Administration and Subtrust Funding2009
California CPA Education FoundationComprehensive Advanced Estate Planning Workshop2009
California CPA Education FoundationComprehensive Advanced Estate Planning Workshop2009
California CPA Education FoundationEldercare Income and Estate Planning Workshop2009
California CPA Education FoundationWorkshop on Funding the Subtrust2009
California CPA Education FoundationA Practical Workshop on Trust Administration of the Living Trust2009