Mr. Click is one of 350 attorneys in Florida who are Board Certified in Wills, Trusts and Estates.
In addition to estate & financial planning and probate, Mr. Click also represents clients in tax planning, business planning, real estate & mortgage law and private wealth management.
810 Saturn Street, Suite 15, Parkway Plaza
Jupiter FL 33477
As a Board Certified attorney in this area, Mr. Click has extensive experience in preparing wills, trusts, living wills, durable powers of attorney, health care powers, and marital agreements.
For high net worth clients, the following tools and techniques can be utilized:
-Credit shelter trust
-Irrevocable life insurance trust
-Irrevocable trust for grandchildren
-Generation skipping trust
-Family limited partnership
-GRAT, GRUT, and related vehicles
-Charitable remainder trust
-Charitable lead trust
The following pamphlets are available for your review upon request:
-Selecting the Best Estate Planning Strategies
-Strategies for Wealth Management
David graduated from Deerfield Academy in 1965 with a Bachelor's degree in Philosophy from Yale University in 1969, Doctor of Jurisprudence from Yale Law School in 1973, and a Master's degree in Economics from Yale in 1974. David has taught at the law schools of Western New England, Indiana University, and the University of Maryland, including property, trusts and estates, law and economics, constitutional law, jurisprudence, legal research and writing, and appellate advocacy.
He returned home to Florida in 1984 with the Jupiter branch of the New York law firm now known as Nixon Peabody, and opened his own office in 1986. David is Florida Bar Certified in Wills, Trusts, and Estates, a Florida Super Lawyer in estate planning, and a past President of the Palm Beach County Estate Planning Council.
David is a member of the Probate and Guardianship Practice Committee and the Estate and Probate Law CLE Committee of the Palm Beach County Bar Association, and a member of the Taxation and Real Property, Probate, and Trust Law Sections of the Florida Bar and the American Bar Association.
He is a lecturer at the Annual Estate and Probate Seminar of the Palm Beach County Bar, a contributor to the annual supplement of the Palm Beach County Estate Planning Council, and a guest speaker for financial consultants, banks and trust companies, charitable organizations and professional groups. David has taught Business Law and Advanced Legal Studies at Florida Atlantic University, and Economics in their Honors College.
He is also admitted to practice in Connecticut, Maine, Maryland, and the Supreme Court of the United States. David has received the highest rating AV by Martindale-Hubbell, and is listed in Who's Who in American Law, Who's Who in Finance and Industry, and Who's Who in the World. He is President of Click Capital Management, LLC, a registered investment advisor, and a member of Attorneys' Title Insurance Fund.
David is President of the Yale Club of the Palm Beaches, Scholarship Chairman of the Jupiter-Tequesta Kiwanis Club, a past director of the Lighthouse Gallery Foundation, and a member of the Planned Giving Committee of Jupiter Medical Center. He is also a graduate of Leadership Palm Beach County and a member of the Palm Beach County Sports Commission. David is a past recipient of the Cultural Activities Award of the Palm Beach County Bar Association.
Areas of Practice
-Estate & Financial Planning
-Private Wealth Management
Certified Legal Specialties
Certified in Wills, Trusts and Estates, The Florida Bar
-U.S. Supreme Court, 1983
-Yale Law School, New Haven, Connecticut
J.D., Doctor of Jurisprudence - 1973
-Yale University, New Haven, Connecticut
M.A., Economics - 1974
-Yale University, New Haven, Connecticut
B.A., Philosophy - 1969
Honors and Awards
-Florida Super Lawyer in estate planning
-Who's Who in American Law
-Cultural Activities Award of Palm Beach County Bar Association
Professional Associations and Memberships
-American Bar Association, 1974 - Present
-Florida Bar Association, 1984 - Present
-Palm Beach County Bar Association, 1984 - Present
-Palm Beach County Estate Planning Council, (Past President), 1987 - Present
-Yale Club of the Palm Beaches, (President), 1987 - Present
-Order Of The Coif, (National honor society for law school graduates)
Yale Law School