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David Keith Cahoone
About David
Biography
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.
Practice Areas
4
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Florida for 40 years
State: Florida
Acquired: 1985
No misconduct found
Location
The Dorcey Law Firm, Plc
10181 Six Mile Cypress Parkway, Suite C, Fort Myers, FL, 33966
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David Keith Cahoone's Reviews
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David Keith Cahoone's Lawyer Endorsements
"I endorse attorney Cohoon for his work in estate planning and tax law. David is highly qualified to handle any estate planning matter that a client may face. He's also very friendly and quick to lend a helping hand. I would refer clients to Mr. Cahoone without hesitation."
"David is one of the most eminently qualified attorneys in the United States to help any client with their estate planning. His contributions to his clients, the profession, and his community are almost without peer. I can say without reservation that I endorse him and highly recommend him to clients and professionals alike."
"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."
"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."
"I endorse this lawyer without reservation. Highest character and integrity."
"David is a colleague and mentor to many including myself. He is one of the top estate planning attorneys in the country. I refer my clients to him and value his advice and counsel. He is devoted to serving the needs of his clients with the highest ethical standards and commitment to a client's hopes, dreams and goals. I highly recommend David for his business and estate planning acumen."
"David Cahoone exemplifies all that is right about the legal profession. He is kind, caring, compassionate, has a brilliant mind, and the utmost integrity and ethics. He's dedicated to his profession as well as to his colleagues, and is one of the foremost educators and thought leaders in the estate and tax planning world. If you have a tough question, my colleagues and I turn to David for the answers. In addition to willingly helping his colleagues and leading his profession, David is also dedicated to helping his clients solve their tax issues and build their family legacies. He is a wonderful father and husband, and a good man. I have known David for 20 years and I am honored to be his colleague and his friend. I cannot endorse him highly enough."
"David is a top notch, nationally recognized attorney. I have known David for years and he has always demonstrated the highest ethical standards and led the estate planning arena with his ability to grasp the most difficult issues and then translate the legalese for both lawyers and the public. He is a superb teacher and caring lawyer. You can count on David."
"I endorse this lawyer. I first met David 15 years ago when I studied under him at the Esperti Peterson Institute for High Net Worth Planning. He is considered one of the most knowledgeable estate planning attorneys in the country. Extremely bright and knowledgeable — particularly in regards to strategies for high net worth families — there is no estate planning strategy David doesn’t understand. He is the best of the best."
"I have known David professionally for 20 years. He is not only a fine person and easy to talk with, he is a "lawyers' lawyer" ... one of the top substantive estate planning, tax and asset protection experts in the country, a lawyer to whom other lawyers turn for advice, insight and expert. He has my unqualified endorsement."
"David is one of the best estate planning attorneys in the country! I have known David for over 20 years. I have had the opportunity to learn from him on numerous occasions. His teachings have made a significant impact on my practice. He is able to make the complex simple. We have also used him as a resource for estate planning issues that may arise in our practice. Always willing to share, his insights and understanding of the various strategies have provided comfort and confidence to our attorneys in the firm. I highly recommend David Cahoone."
"I wholeheartedly and enthusiastically endorse this lawyer. David is, quite simply, one of the best estate planning attorneys in the country. I recommend his services without reservation."
"I endorse this lawyer. David is one of the brightest and best estate planning/tax attorney's that I know. I first met David about 12 years ago as I was transitioning into estate planning from litigation. David is a wonderful educator and was the keynote speaker at a national estate planning conference that i attended. I spent several years in advanced estate planning programs that David taught and his influence and mentorship has been invaluable. Over the years, David has always been someone I could call with the difficult questions. Currently, I am resident faculty at the Laureate in Wealth Strategies program and am privileged to teach with and learn from David. David has a brilliant mind, a wonderful bed side manner, and I am lucky to call him a friend."
"David is an exceptional attorney, one of the best in the country. He consistently provides his clients with throughly sound and creative advice and counsel. In addition, regularly teaches other attorneys, CPAs and financial advisors across the nation."
"If your are living within the Sarasota area of Florida, you are fortunate because one of the best estate planning attorneys in the country practices in your neighborhood. Mr. Cahoone is one of the most effectives teachers and forward thinking planners in the country of sophisticated estate planning and income tax planning techniques. I endorse David with full confidence."
"I endorse this lawyer highly. Having known David for the better part of 25 years, I have been taught by him, mentored by him, have developed legal systems and concepts with him... and have served clients together with him. Simply put, he is brilliant, personable and creative. He cares about everyone that asks for his help. Any person, whether individual or family, and any business owner, could have no better attorney to help protect those they love and the stuff they own than David."
"I endorse David. He is brilliant and a dependable man. Moreover, David is a thought leader and a mentor to many other professionals. I would trust him with my own planning!"
"David is one of the Rock Stars of the Estate Planning world. When i have questions about Estate Planning, one of the first places I look is one of the many books he has written in the field. I am lucky to have studied under him. Whenever I think I am smart, i just need to talk to David for a few min and I realize how much I don't know."
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Experience
Honors
2013
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2012
Top Lawyer, Sarasota Magazine
2005
Laureate of the Year, Southern California Institute
Work Experience
2024 - Present
Senior Partner, The Dorcey Law Firm
1992 - Present
Attorney, David K. Cahoone, P.A.,
2018 - 2024
Director of Philanthropic Strategies and Planned Giving, Brown University
1996 - 2012
Partner, Esperti Peterson & Cahoone Law Firm
1987 - 1991
Attorney, Goldberg & Young, PA
Associations
2022 - Present
Charitable Gift Planners of Southwest FloridaBoard Member
2016 - Present
Southwest Florida Estate Planning CouncilMember
2007 - Present
WealthCounselMember
2005 - Present
Laureate in Wealth StrategiesFounding Member
1996 - Present
Sarasota County Bar AssociationAttorney Member
1986 - Present
Florida Bar AssociationMember Business, Tax, Real Property, Probate and Trust Law
Education
1986
University of Florida, Fredric G. Levin College of Law
Master of Laws (LL.M) in Taxation
1985
Western New England College School of Law
JD - Juris Doctor
1981
Eckerd College
BA - Bachelor of Arts
Speaking Engagements
2025
WealthCounsel Annual Symposium - 2025
Charitable Giving: How to Assist Clients with Tax-Savvy Giving of Non-Cash Assets
2025
Speaker Series - Charitable Gift Planners of Southwest Florida
Charitable Giving Opportunities for Donors with Retirement Plan Assets
2025
Mastering Multigenratonal Wealth
What's New in 2025 That Impacts Tax and Charitable Planning for our Client Families
2024
2024
WealthCounsel Annual Symposium - 2024
Grantor Retained Annuity Trusts: A Fantastic Strategy to Implement Today and Tomorrow, Sunset or Not
2024
e.Planners Educational Alliance Alaska Conference
Planning in the Shadow of the TCJA Sunset Freakout: How to best advise your clients during these uncertain times
2024
Annual Allied Professionals Planning Conference
Planning in the Shadows of the TCJA Sunset and Charitable Solutions for Retirement Plan Owners
2024
Alumni Engagement
Creating Lasting Legacy Gifts
2023
The Abundance Collaborative Chicago Symposium
Legislative Updates – Current Developments – Other Good Stuff for Wealth Planners in Today’s Political & Economic Environment
2023
Charitable Gift Planners of Southwest Florida
Enticing Estate and Taxwise Giving Opportunities for Philanthropic Individuals and Families
2022
WealthCounsel Southwest Assembly, Phoenix, Arizona
Exciting Charitable Planning Opportunities in Today’s Economic Environment to Build Tomorrow’s Philanthropic Vision
2022
ePlanners Educational Alliance Conference, Kansas City, Missouri
Exciting Tax-Wise Charitable Planning Opportunities and Other Good Stuff to Inspire Clients to Action before the End of 2022
2022
A 12-hour training course for attorneys
EP 103 Charitable Remainder Trust Intensive: From basic to advanced skills for using charitable remainder trusts in income, gift, and estate tax planning.
2021
2021
March Conference
Counselling Clients During a Turbulent 2021: Insights and Cautions for Navigating through the Hype of the Build Back Better Act
2020
Complex Concepts in Estate Planning Series
Counseling Charitably Inspired Clients During the Unprecedented Fall of 2020
2019
The H Group Annual Symposium
Providing Wisdom, Leadership & Planning Opportunities in 2019 under the New Tax Act
2019
Fox Rothschild Fiduciary Attorney Summit, Santa Barbara, California
Engaging Celebrities & Professional Athletes in Their Biggest Hidden Challenge: The Game of Life.
2018
Distinguished Speaker Series - Charitable Gift Planners of Southwest Florida
Are We Talking the Same Language? Charitable Planning Opportunities and Strategies in 2018 under the New Tax Act
2018
4th Annual Fusion Collaboration Conference
Charitable Planning Opportunities and Strategies That Are “Da Bomb” in the 2018 Environment
2017
Northern Nevada Estate Planning Council Annual Conference
“Challenges and Opportunities under the Tax Policies of the Trump Administration and the New Congress. Selected Recent Developments in Income, Charitable and Transfer Tax Planning.”
2017
Mid-Winter Conference of the Conference of the Financial Planning Association of Oregon and S.W. Washington, Portland, Oregon
“What’s New in Estate Planning for 2017: What We Can Expect from the Changing of the Guard in Washington, D.C.”
2017
International Advisors in Philanthropy Annual National Conference
“Current Developments Affecting Charitable, Income and Transfer Tax Planning and Challenges and Opportunities under the Tax Policies of the Trump Administration.”
2017
District V Conference Council for Advancement and Support of Education, Chicago, Illinois
Are We Speaking the Same Language? How Giving Officers can better connect with donors and their other advisors to increase Annual and Planned Gifts and Bequests
2017
43rd Annual Conference Chicago December 2017
Are We Speaking the Same Language? How Giving Officers can better connect with donors and their other advisors to increase Annual and Planned Gifts and Bequests
2017
2017 STEP-OC Institute
“Redeeming Wayward Life Insurance Trusts.”
2016
2016 EPI International Summit, Las Vegas, Nevada
“The Motivator: How Change Drives Your Marketing.”
2016
2016 AIP Annual Conference
“Current Developments Affecting Charitable, Income and Transfer Tax Planning.”
2015
2015 Symposium San Diego
Behind Door Number 3: Latest News, Surprises and Hot Button Issues in Trusts and Estates
2015
2015 Conference on Philanthrophy
Wealth Planning in 2015: What's New & What Do We Do, Including a Legislative Update
2014
Planning for the Generations Symposium
The Implications of Clark v. Rameker: Protecting Inherited IRAs
2014
2013
Planning for the Generations
The World has Changed: Resetting Your Planning Focus to Thrive in 2013 and Beyond
2013
Laureate Gathering, San Diego, California
The World Has Changed: Meeting American's Planning Needs in 2013 and beyond
2013
Labor Day Conference Weekend
Advancing the MBC Ministry Through Planned Charitable Giving
2012
Laureate Gathering, San Diego, California
What's New in Wealth Strategies Planning
2012
Interdisciplinary Planning Series Webinar
What the Election Results Mean for the Estate Planning Community
2012
AWM Quarterly Confernence Call
Planning for the 3.8% Medicare Surtax
2007
RBC Annual AWM Conference, Denver
What's New in Estate and Wealth Strategies Planning
2006
The Southern Arizona Estate Planning Council
What’s New in Estate, Wealth and Transfer Planning
2006
RBC AWM Annual Conference, Minneapolis
Grantor Retained Annuity Trusts
2004
WealthCounsel Annual Conference, Chicago
Integrating GRATs into Estate Plans in 2004 and Beyond
2004
The Financial Association Conference
Interdisciplinary Practice: Working Together with Other Professionals
2004
School of Life Annual Conference, Orlando
Funding the Purchase of Life Insurance in 2004 and Beyond Using Language Techniques Including Limited Partnerships, GRATs, CLATs and Sales to IGTs
2004
National Conference on Planning Giving, Dallas, Texas
Everything You Always Wanted to Know About Charitable Lead Trusts
Publications
2012
Quantum Press publication
The Objective Guide to Estate Planning and Life Insurance (co-author)
2012
Published by McGraw-Hill
Protect and Enhance Your Estate (co-author)
2005
2002
Estate Planning magazine
The State of MDP
2002
The Tax Adviser (AICPA)
Post EGTRRA Life Insurance Planning
2002
Quantum Press publication
Strictly Business: Planning Strategies for Privately Owned Businesses (co-editor)
2002
Broker World
How to Work Ethically With Other Professionals
2002
Journal of Financial Service Professionals
The Impact of the Economic Growth and Tax Relief Reconciliation Act of 2001 on Existing Planning
2001
Penguin Books
The Living Trust Workbook (co-author)