David G. Adler Adler, Mitchell & Jenkins, P.C. One Turtle Creek Village 3878 Oak Lawn, Suite 330 Dallas, TX 75219

Communication Center
Phone: (214) 528-8541	E-mail: Contact Me
Fax: (214) 521-5062	Web site:

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Position	Areas of Practice	Education
Published Works	Affiliations

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DAVID G. ADLER began his practice in Illinois in 1969 and obtained his license to practice law in Texas in 1984. His many years of practice have included an emphasis on tax and estate planning, wills, trusts, probate and international tax and estate planning. Mr. Adler’s practice also includes structuring and forming closely held companies and partnerships and related business law matters. His experience includes service as the managing partner of the Dallas office of an international CPA firm, as partner in charge of its tax department and as its international liason partner. He has also served as Chairman of the International Law Section of the Dallas Bar Association. He is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization, has been certified as an Accredited Estate Planner by the National Association of Estate Planning Councils, and has been admitted to membership in the honorary society of the College of the State Bar of Texas.

Mr. Adler obtained his undergraduate degree from Northwestern University and his Juris Doctor from DePaul University Law School. He is also a Certified Public Accountant. He currently serves on the Board of Governors of the Dallas Estate Planning Counsel.

Current Employment Position(s):

Shareholder, Director, Officer

Areas Of Practice:

Estate Planning

Probate & Estate Administration

Taxation Law

Trusts

Wills

Certifications/Specialties:

Board Certified in Estate Planning and Probate Law, Texas Board of Legal Specialization

 

Accredited Estate Planner, National Association of Estate Planning Councils

 

Certified Public Accountant

Bar Admissions:

Illinois, 1969

Texas, 1984

Education:

DePaul University College of Law, Chicago, Illinois

J.D.

Northwestern University

Published Works:

Articles/Speaking Engagements:

 

Who is the Taxpayer: Corporate Title Holder vs. Beneficial Owner

 

Going Public: Tax Aspects and Problems

 

Investment Opportunities: Options, Commodities, Futures, and Similar Investment and Their Use in Financial Tax Planning

 

Financing New Homes with Zero Coupon Bonds

 

Qualified Terminal Interest Property ("QTIP") ElectionsPlanning for the Disposition of Real Estate

 

Planning for the Disposition of Real Estate

 

Local Feature Film Investment Environment - Panel Discussion

 

Update of Record Keeping for Automobiles and Mixed Use Property

 

Estate Planning for Closely Held Business

 

Sales Tax on Advertising in the Entertainment Industry

 

Moderator, 10th Annual Wills and Probate Institute, South Texas College of Law

 

Impact of Funding Formulas on the GST Exemption

 

The Client's Ongoing Plan: What are the Future Operating Requirements and Who's Watching Out for Them

 

Client Valuation Matters: The Legal, Tax and Financial Issues

 

The Life Insurance Trust: A look at the underlying income, gift, estate and GST tax concepts that are necessary for it to work, and the ongoing reporting implications

 

Charitable Split Dollar and Charitable Limited Partnerships: The IRS Challenge

 

Lecturer on Income Taxation of Partnerships - SMU School of Law

 

International Estate Planning: Planning for the People Involved in International Business and Investment Transactions

 

Estate/Financial Planning with Qualified State Tuition Plans ("QSTPs")

 

How Cross-Border Business People Can Benefit from International Estate Planning

 

Tax and Other Issues and Choice of Entity Decisions for a Business

Professional Associations and Memberships:

Current/Past Affiliations or Offices Held:

 

State Bar of Texas, Member

 

American Bar Association, Member

 

Dallas Bar Association, Member

 

Dallas Estate Planning Council, Member

 

International Estate Planning Committee of the International Law Section, Chairman

 

Solo and Small Firm Tax Practice Committee of the Taxation Section of the SBOT, Chairman

 

Petroleum Accountant's Society of Dallas, Chairman

 

North American Petroleum Accounting Conference, Chairman

 

AICPA Energy Tax Subcommittee, Member

 

SMU Annual Symposium on Federal Tax Planning, Advisory Committee

 

Dallas Estate Planning Council, Board of Governors

 

Recorder of Taxation Session of State Conference

 

National White House Conference on Small Business/U.S. Small Business Administration

 

Advisory Council of North Texas Space Business Roundtable, Founding Member

 

International Law Section of the Dallas Bar Association, Chairman

 

Audit Committee for privately held energy company, Chairman

 

Officer, Member, Trustee of various charitable organizations and related committees

Past Employment Positions:

Ernst & Young, Manager, Tax Department, 1966 - 1974

 

Laventhol & Horwath, Managing Partner, Dallas Office

 

International Liaison Partner, Partner-in-charge Tax Department, 1974 - 1984

 

Ginsberg & Forman, P.C, Shareholder, Director, Officer, 1984 - 1989

 

Mankoff, Hill Held, & Goldburg, P.C. and Arter, Hadden, Johnson & Bromberg, David G. Adler, Esq., Of Counsel, 1989 - 1993

 

Adler & Adler, P.C., Shareholder, Director, Officer, 1993 - 2003

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