David L. Tarbet
Counsel
Winston-Salem, NC
office 336.727.7658
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Mr. Tarbet’s primary areas of practice include tax and estate planning, tax representation, business formation, business transactions and estate administration.

Experience

  • Providing counsel for succession planning, including preparation of operating agreements, bylaws and shareholder agreements for business entities, as well as preparation of individualized revocable trusts, irrevocable life insurance trusts, intentionally defective grantor trusts and charitable trust documents
  • Administering trusts and estates, from initial notice of death to preparation of final accounting and reports, which includes court appearances and probate administration, creation and implementation of trust funding, and preparation of estate and death tax returns
  • Representing clients in tax audits and other disputes with governmental agencies, which requires the development of solutions to tax issues, such as offers-in-compromise, installment agreements and obtaining uncollectible account status
  • Working with clients to help create and establish trusts and other plans for children with special needs
  • Serving as Vice President Fiduciary Regional Tax Manager and other roles at Wells Fargo Wealth Management, 2014 - 2021

Education

  • Brigham Young University, B.S., Asian Studies, 1997
  • University of Iowa College of Law, J.D., 2001
  • University of Washington School of Law, LL.M., Taxation, 2003

 
Corporate & Business Law Wills, Estates & Trusts

Admissions

  • California Bar
  • Washington Bar (inactive)
  • Utah Bar (inactive)

Other

  • Languages: Japanese
  • Father: Including adopted children and children with special needs

 
Spilman Further Expands NC Corporate Services with New Hire