David Taylor founded his first law firm in 1999 after leaving a large regional law firm with the goal to provide more sophisticated and focused legal services. David founded Taylor Law in 2013 as a new venture to meet the growing and complex needs of clients.
David has led Taylor Law with the continuing philosophy that the firm will provide clients with exceptional client service and uniquely constructed transactional methods. While based in the Southeast, this philosophy has compelled the firm to perform work for clients throughout the country and internationally as well.
David's practice is transactional in nature and encompasses all areas of taxation and asset protection law. The scope of David's work spans from large organizations to small entities, almost entirely privately owned. David's experience and penchant for effective and creative transactional structures makes him a distinctive attorney whose services quickly become indispensable to his clients.
His approach is always one of integration, combining taxation efficiency; asset management and protection; organizational and asset succession; and effective management structure. Examples of transactional components are: entity choice, structure and governance documentation; structure and documentation of privately owned companies to more widely held corporations; design and implementation of a corporate succession and reorganization plan for large organizations; implementation of sophisticated estate tax planning transactions using specially designed trust and financial instrument components; administration of estates both large and small, often with complex technical issues; implementation of complex income taxation planning and employee plans for operating companies; anti-takeover planning for entities and corporations; structure and completion of entity mergers and acquisitions in a manner to achieve minimum taxation impact for the parties.
I have known David and his associates for about 16 years. The firm has represented me in asset protection and estate planning. I have found them to be creative, precise and thorough. The firm takes an interest in their clients beyond the typical attorney/client relationship. I highly recommend them and their integrity is beyond reproach.
After selling our primary business to private equity almost 20 years ago, on the recommendation of a friend, we reached out to David Taylor to develop and implement a comprehensive estate plan for the benefit our family and to ensure an orderly succession of other varied business interests. David braved the extreme elements, traveling through a significant snowstorm to meet us at our home. That day was the beginning of a true and treasured friendship and a strategic partnership that extends to this day.
Selling my company to a Private Equity firm was a pivotal moment in my life, and I quickly realized I needed an expert to protect my interests and maximize the transaction's value. David Taylor’s innovative approach and expert guidance not only saved me substantial income taxes but also put a sophisticated estate and asset protection plan in place for my family’s future. His strategic vision, responsiveness, and problem-solving skills have made him my most trusted advisor, giving me complete peace of mind for years to come.
Without question, David Taylor stands out as the most exceptional elite tax, estate, and asset protection attorney I have ever had the privilege of working with.
We are incredibly grateful and blessed to have had David Taylor by our side.
I have had the pleasure of working with David Taylor for the last few years and am honored to be able to provide him a professional recommendation.