David K. Cahoone, Esq., LL.M.

Commander
DISC Type : D

Senior Partner at Dorcey Law Firm

Sarasota, Florida, United States

Overview

David is a Senior Partner at Dorcey Law Firm with over 30 years of experience in wealth and philanthropic planning for ultra-high-net-worth families. Holding an LL. M. in Taxation from the University of Florida, colleagues describe him as witty, insightful, and inspiring. He specializes in trusts, estates, and charitable giving strategies.

Outside of his legal practice, David and his wife, Donna, enjoy spending time with their two daughters and exploring the Southwest Florida environment. They are actively involved with local Sarasota charities, including the YMCA, demonstrating a strong commitment to their community.

He is a nationally recognized keynote speaker and co-author of several books on wealth planning, and holds the highest possible peer rating (AV) from Martindale-Hubbell.

Personality Overview

Strong-Willed

Candid & Clear

Decisive

They like to stay in control of the negotiation or defining of the terms.  They respond better to strong and respectful interactions. They prefer to move quickly, and expect the same from others.

Topics They Care About

Philanthropic Strategy
His career, including a Director role at Brown University and current practice, focuses on helping donors maximize their charitable impact and achieve their financial and philanthropic goals.
Wealth Transfer
A core area of his 30+ years of practice involves designing and implementing complex wealth transfer and estate plans for high-net-worth individuals and families.
Charitable Tax Law
He actively speaks and posts about recent tax law changes, such as Qualified Charitable Distributions (QCDs), to educate donors and advisors on tax-efficient giving strategies.

Media Appearances

David has no verified media appearances

Work History

5-2024
Senior Partner at Dorcey Law Firm
1-2016
Keynote Speaker at The Advanced Wealth Studies Institute, LLC
12-2018 - 5-2024
Director, Philanthropic Strategies and Planned Giving at Brown University
11-1991 - 12-2018
Attorney at David K. Cahoone, PA
2-2005 - 11-2018
Principal at Laureate Center for Wealth Advisors

Education

1985 - 1986
LL.M. from University of Florida - Fredric G. Levin College of Law
1982 - 1985
J.D. from Western New England University School of Law

More Information

Social Presence :

Prographics :

Exp : 34 Location : Sarasota, Florida, United States Job Level : N/A Designation : Senior Partner at Dorcey Law Firm
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Insights For Selling To David K.

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • Get to the point quickly instead of spending time doing small talk
  • When negotiating terms, help them build an impression that they are the ones calling the shots

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David K. is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from David K.

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will David K. move?

  • If convinced, they can reach decisions quite fast.
  • Can David K. take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And David K.

Personality Compatibility


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