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David L. Tarbet

Counsel

Winston-Salem, NC

office 336.727.7658

Overview

Services

Admissions

Other

Resources

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

North Carolina State Bar
California Bar
Washington Bar (inactive)
Utah Bar (inactive)

Other

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

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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

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