David Spence

David Spence is a seasoned legal professional and educator with extensive experience in estate, trust, and wealth management law. Currently serving as a Partner at Berliner Cohen, LLP since May 2020, David also holds the position of Adjunct Professor in the MST Program at San Jose State University's Lucas Graduate School of Business, teaching Taxation of Estates and Trusts. Previously, David led the Estate, Trust & Wealth Strategies practice at Royse Law Firm and provided wealth management advisory services at Wells Fargo Private Bank. David's career began in taxation and estate planning, with key roles at Deloitte & Touche, Kramer Radin LLP, and several boutique law firms. David earned a JD from BYU Law School and holds advanced degrees in Accounting and Taxation from Brigham Young University.