David M. Crumpton

David M. Crumpton

Associate Attorney

Estate Planning

Mr. Crumpton has extensive experience in estate planning, trust administration, and tax planning, including revocable and irrevocable trusts. Mr. Crumpton assists many of our clients with transferring generational wealth, from setting up living trusts and wills for families to take care of their children to more advanced transfers using irrevocable trusts such as charitable remainder trusts and irrevocable life insurance trusts.

Trust Administration

In the area of trust administration, Mr. Crumpton has worked on both sides of the administration process. He represents beneficiaries in keeping trustees accountable and assists trustees in the administration of their duties such as accessing bank accounts, transferring real and personal property, understanding special needs trust restrictions, and negotiating with beneficiaries. Mr. Crumpton understands the complexities and challenges of working with families during difficult times and is passionate about finding the best resolution for our clients.

Hess-Verdon & Associates

Education

  • Juris Doctor Degree, University of San Diego School of Law
  • Bachelor of Science, San Diego State University

Admissions

  • California State Bar

AREAS OF PRACTICE

  • Estate Planning
  • Trust Administration
  • Representing Trustees
  • Trust Accountings
  • Special Needs Trusts
  • Trust Settlement Agreements
  • Gifting and Asset Distribution Planning    

Professional and Community Affiliations

  • Member Director Public Interest Advocacy Collaborative
  • California State Bar Association – Trust and Estates Section