David J. Slenn concentrates his practice in tax, estate and business planning with an emphasis on risk mitigation. He assists high net-worth families pass wealth to future generations in a protected fashion, and has helped public figures with liability exposure analysis, as well as strategize for future controversies.
His background as a former chair of the American Bar Association’s (ABA) Asset Protection Committee, together with his role as ABA Advisor to the Uniform Law Commission’s Uniform Voidable Transactions Act (formerly the Uniform Fraudulent Transfer Act), provides a unique perspective that enables individuals to obtain an independent and realistic appraisal of current and future legal issues.
Known for his proactive approach, Dave has helped both creditors and debtors navigate complex creditors’ rights issues that arise at the intersection of fraudulent transfer law and the transfer of wealth. Dave has assisted lenders with transactions involving collateral in sophisticated planning structures.
He has also served as counsel for an international trust company to assist with a variety of matters, including application of Florida law regarding International Trust Company Representative Offices and newly enacted law pertaining to Qualified Limited Service Affiliates.
One of the many forms of risk management includes the use of a captive insurance company. In this area, he has helped business owners in numerous industries understand whether a captive insurance company makes sense, as well as a variety of matters involving the administration of a captive insurance company.
He has assisted with captive insurance controversy matters in IRS examination, litigation in United States Tax Court, as well as complex matters related to exiting captive insurance programs. Dave is the editor and a co-author of the Captive Insurance Deskbook for the Business Lawyer, published by the ABA.
Dave is a prolific author and sought after speaker on the foregoing topics. He has been quoted in various media sources, including The New York Times, Bloomberg Law Report, Inc.com., and National Underwriter. He has spoken at the Southern California Tax & Estate Planning Forum, the Heckerling Institute on Estate Planning, the Casualty Actuarial Society, Western Region Captive Insurance Conference, and numerous meetings for the ABA.
- LL.M., Taxation, University of Washington School of Law, 2003
- J.D., Capital University Law School, 2002
- B.S., Business Administration, Finance, The Ohio State University, 1999
Bar and Court Admissions : Florida
Professional and Community Affiliations:
- Uniform Law Commission, Uniform Voidable Transactions Act (formerly the Uniform Fraudulent Transfer Act), American Bar Association Advisor to Drafting Committee
- University of South Florida, MUMA College of Business, Cybersecurity for Executives Program, Advisory Committee Member (2018)
- Morton Plant Mease Health Care Foundation, Planned Giving Advisory Council
- Leadership Tampa Bay (2018)
- American Bar Association, Business Law Section, Captive Insurance Committee, Chair (2014-2017), Vice Chair (2011-2013); Content Committee, Member (2018-2019)
- American Bar Association, Real Property, Trust and Estate Law Section, Asset Protection Planning Committee, Chair (2011-2013); Vice-Chair (2009-2010); Continuing Legal Education Committee, Standing Member; Non-Tax Estate Planning Considerations Group, Chair (2014-2018), Vice-Chair (2012-2013)
- Florida Bar, Business Law Section, Uniform Voidable Transactions Act Subcommittee, Member (2016-2018)
- The Ohio State University Alumni Club of Naples, Florida, Past President (2008-2010)
Rate : $$$