Attorney
Office (650) 813-9700 Ext. 211
Fax (650) 813-9777
dspence@rroyselaw.com

David Spence heads the Estate, Trust, and Wealth Strategies practice for the firm. As such, his practice focuses in the areas of taxation, estates, trusts and other private wealth structures used in the efficient management, protection, and transition to succeeding generations. David’s clients are international and domestic individuals, families, family businesses and charitable organizations. Over the last twenty-five years, David has practiced with prominent law firms and accounting firms in Silicon Valley and San Francisco, including KPMG, Berliner Cohen, and Deloitte & Touche. Immediately prior to joining Royse Law Firm, David worked for Wells Fargo Private Bank, where he served as Regional Trust Manager and Senior Wealth Management Specialist for the Silicon Valley Region.
 
David has counseled some of the largest and most complex estates in the world. He has worked extensively with philanthropists, their private foundations, and many public charities to develop and implement tax-efficient, planned giving programs. David has represented clients before various courts and administrative agencies of the federal and state government, including the United States Tax Court and the Internal Revenue Service. Currently, David is also an adjunct professor with the Master of Science in Taxation (MST) program in the Lucas Graduate School of Business at San Jose State University, where he teaches Taxation of Estates and Trusts.
 
David has served in numerous volunteer positions with charitable organizations. He is currently a member of the Finance Committee and Planned Giving Advisory Board for the San Jose Museum of Art, and a member of the Planned Giving Advisory Council for Catholic Charities of Santa Clara County. David also served for two years as a full-time voluntary representative of his church in Sweden, and has conversational proficiency in the Swedish language.

Education:
• B.S. (Accounting), Brigham Young University
• M. Acc. (Taxation), Brigham Young University
• J.D., Brigham Young University

Admitted To Practice:
• California
• United States Tax Court
• United States District Court for the Northern District of California

Affiliations:
• State Bar of California: Tax Section, Estate and Trust Section,
  Business Law Section
• Silicon Valley Bar Association, Palo Alto Area Bar Association

For more information on David Spence, please email to: dspence@rroyselaw.com