Dave Folz, JD, LL.M. Expert Witness

Contact Information

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Specialties & Experience

General Specialties: Banking

Specialty Focus: Trusts and Estates, Trust Administration,Uniform Prudent Investor Act, Trustees, Beneficiaries, Investments, Fiduciary Duty, Asset Allocation, Diversification, Individual Retirement Accounts, Wealth Management

Education: LL.M.(Tax), John Marshall Law School; JD, Georgetown University Law Center; BA, University of Dayton

Years in Practice: 40+


Additional Information

Dave has more than 40 years experience in the trust and wealth management world. He started two wealth management units for banks and knows the area from the ground up. He has experience in all areas from investments, discretionary distributions, operations, and regulatory matters. He stays current in the area, attending annual advanced estate planning and investment seminars, including Heckerling.