Photo of David W. Kesner

For more than 25 years, David has focused on assisting individuals, families, and closely held businesses with estate planning, estate settlement, taxation, and charitable giving. As a Partner in the Private Client Services Department, David seeks to help these clients manage, preserve, grow, and distribute wealth while achieving their financial and personal goals.

Clients often seek David’s advice with respect to complex issues such as changes in federal estate and income tax law and the intricacies of property ownership in multiple states. David regularly shares his experience and knowledge in areas like these at events tailored for accountants, financial advisors, and the general public.

A co-founder of Wiggin and Dana’s Philanthropy Practice Group, David is active in various civic and philanthropic organizations and currently serves as a director of Chapel Haven in New Haven, a school and transition program for adults with special needs.

Navigating the tax landscape during estate administration is like solving a complex puzzle with each piece representing opportunity and risk. One challenge is determining where key expenses can be deducted – on the estate tax return (Form 706) and/or the estate’s income tax return (Form 1041). Making this decision impacts the estate’s overall tax liability