David Toback, Esq

David Toback concentrates on estate planning ad probate matters, with an emphasis on tax planning and asset protection, developing and implementing tax savings strategies for individuals and their related businesses. His work also involves the formation of business entities and the negotiation of business transactions, business succession planning, tax preparation and the resolution of tax controversies. David Toback obtained his Bachelor’s degree in Accounting from the University of South Florida in 1994, graduating magna cum laude. He earned his J.D. law degree in 1997 from Washington & Lee University School of Law, where he graduated cum laude, and was admitted to the Florida Bar that same year. In 2008, he earned the designation of Chartered Life Underwriter (CLU) from The American College for Financial Planning.