September 15, 2020 – Educational Meeting

September 15, 2020 @ 12:00 pm – 12:45 pm
Virtual Meeting
Anne Kratz

Virtual Educational Meeting

Estate Planning During the Time of COVID19

David Graff

September 15, 2020

 Meeting sponsored by Blackbaud

David E. Graff is a partner at Allen & Kimbell, LLP, in Santa Barbara, California.  He is a State Bar of California Certified Specialist in both Estate Planning, Trust & Probate Law, as well as Taxation Law. 

Graff advises individual clients and families planning the transfer of their wealth from one generation to the next, to provide for friends and loved ones, or to accomplish philanthropic goals.  His representation provides not just for the creation of an estate plan, but an overall strategy for each client, including estate, gift, income, and property tax analysis, consideration of insurance and retirement plans, business planning, and coordination with other professionals. 

He serves on the Boards of Directors of several local charities and is active in many Santa Barbara civic organizations.  Along with his wife, daughter, and dog, David enjoys traveling, hiking, camping, and scuba diving. 

Graff received his B.A. at the University of Pennsylvania, his J.D. from the University of California at Davis and a Master’s degree in tax law from New York University.  He is a member of the State Bar of California and is licensed to practice in the United States Tax Court.

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