David C. Jacobson, Esq., Law Offices of David C. Jacobson LLC
David C. Jacobson has nearly two decades of experience in estate planning, taxation and tax-exempt organizations.
Prior to establishing the Law Offices of David C. Jacobson, LLC, he was a member of the estate planning team at UBS Private Wealth Management in Manhattan where he provided estate planning services exclusively to the firm's ultra-high net worth clients throughout the U.S.
He was previously a member of the wealth planning group and also trust counsel at Deutsche Bank Trust Company in Manhattan, and a trusts and estates attorney with the law firm of Carter, Ledyard & Milburn in Manhattan.
Mr. Jacobson lectures and writes frequently on estate planning topics.
Education
Georgetown University Law Center, LL.M. Taxation, Washington, DC, 1992
University of Miami School of Law, J.D., Coral Gables, Florida 1991
University of Oklahoma, B.A., Norman, Oklahoma, 1988
Kyle B. Vataha, FMV Opinions, Inc.
Kyle B. Vataha is an Assistant Vice President in FMV Opinions’ Irvine, CA office. Mr. Vataha has more than five years of business and securities’ valuation experience in the context of transaction fairness, leveraged recapitalizations, litigation support, financial reporting, income tax, estate and gift tax, and employee stock ownership plan administration. His industry experience spans financial services, traditional and alternative asset management, media and communications, technology, real estate, construction, manufacturing, retailing, distribution, and professional services. Mr. Vataha has provided valuations of companies across all stages of development, and of various types of securities, including common and preferred equity, debt and convertible instruments, restricted securities, stock options and other derivative instruments, as well as a variety of structured interests within private equity, hedge fund, and real estate investment firms.
Mr. Vataha leads FMV’s practice in the valuation of alternative asset management firms, including venture capital and private equity firms, hedge fund managers, and fund-of-funds managers. Valuations in the alternative asset management industry have been performed in the context of transactions, litigation support, and estate and gift tax filings. Mr. Vataha also supervises the research and development of the FMV Restricted Stock StudyTM, the largest and most widely-used restricted stock transaction database used for determining and supporting discounts for lack of marketability for illiquid securities. He also manages FMV’s valuation practice regarding non-transferable equity stock options.