David Dotson

David Dotson is a Managing Director in the Chicago office for Deloittes Private Wealth practice, with over 25 years of experience. He holds both a Juris Doctor and an LL. M. in Taxation, specializing in advising ultra-high-net-worth families, C-suite executives, and their businesses on complex tax and estate planning matters.

His work frequently explores the human side of finance, focusing on preparing the next generation for the responsibilities of wealth and navigating family dynamics. David is a prolific writer on topics ranging from philanthropic planning and charitable giving to the intricacies of managing multi-generational legacies through family offices.

He has specific expertise in niche areas like tax controversy, private aviation taxation, and state residency planning.