David C. Anderson, Esq.

David C. Anderson, Esq.

David C. Anderson, Esq.

PROFESSIONAL ACCREDITATION:

Highest Rating (AV) by Martindale-Hubbell
California State Bar 1972
Montana State Bar 1995
San Diego County Bar Association

EDUCATION:

Yale University, BA 1963, New Haven, CT
Harvard Law School, JD 1972, Cambridge, MA
University of Southern California, Post Doctoral Training 1976, Los Angeles, CA
Fellow, Esperti Peterson Institute

MILITARY:

US Naval Officer 1963 – 1969.
Carrier Based Fighter Pilot
215 Combat Missions, Viet Nam
Distinguished Flying Cross, Air Medals (21),
Navy Commendation with Combat V.

PROFESSIONAL EXPERIENCE:

Anderson Reynard LLP 2014 – present
Law Office of David C. Anderson, APC 1979- 2014
Practice restricted to Estate planning
Wealth Strategy design for high net worth families
UBS Financial Services Estate Planning Network Attorney, San Diego branch- present
Associate, Law Offices of J. H. Filice, Walnut Creek, CA 1977-1978
Deputy Public Defender, Contra Costa County, CA 1972-77

COURTS:

California Supreme Court 1972
Montana Supreme Court 1995
Federal Southern District of California 1972

MEMBER:

American Bar Association
California State Bar Association
E*Planners Association
Montana State Bar Association
San Diego County Bar Association
Estate Planning, Trust and Probate Section, California State Bar Association
Estate Planning, Trust and Probate Section, San Diego County Bar Association
Estate Planning, Trust and Probate Section, La Jolla, California
Estate Planning Council of San Diego
WealthCounsel

PUBLICATIONS:

Books:

LEGACY, Plan, Protect and Preserve Your Estate, 1996, The Institute Inc.
GENERATIONS, Planning Your Legacy, 1998, The Institute Inc.
Articles:
CONSPECTUS CURRENT: Providing Guidelines for Executors and Trustees
CONSPECTUS REVIEW: Avoid Classification as an Investment Company
CONSPECTUS CURRENT: Recent Partnership Changes Affect Estate Plans

CIVIC ORGANIZATIONS:

The Burnham Institute, Arthritis Research Initiative, Board of Directors
Yale Club of San Diego, Board of Directors
Scripps Gift Planning Department, Board of Directors
UCSD Planned Giving Executive Committee
Rotary Club of Coronado, CA

PERSONAL:

Married to Joanne (Dode); children: David Jr., Christian, Paul, Darcie and Melanie.
Interests: Flying, fishing, skiing, golf, backpacking and gardening.