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David C. Jacobson is Counsel in the Tax and Trusts & Estates Departments of Meltzer Lippe Goldstein & Breitstone, LLP in New York. Prior to joining Meltzer Lippe, David led the national wealth planning effort for Capital One Private Wealth Management, where he provided tax and trust and estate planning advice to families throughout the United States. He previously held a similar position at UBS Private Wealth Management in New York. David began his career as an attorney with the law firm Carter, Ledyard & Milburn, in Manhattan. David is a member of the Asset Protection Planning and the Income and Transfer Tax Planning Committees of the American Bar Association. He is also a member of the Planned Giving Advisory Committee of the New York Museum of Modern Art. David received his LL.M. in Taxation from Georgetown University Law Center in 1992, his J.D. from the University of Miami School of Law in 1991, and his B.A. from the University of Oklahoma in 1988. He is admitted to practice law in Florida and New York.
David J. Thompson is a Manager with Empire Valuation Consultants, LLC, where he has focused on the valuation of private equity and hedge fund management companies and general partner entities for over a decade. He is a graduate of the Australian Graduate School of Management, MBA, Finance, the Duke Fuqua School of Business, MBA, Finance, General - International Exchange Program, and the University at Buffalo, BA, Mathematics. Mr. Thompson is a Chartered Financial Analyst (CFA), and has valued a wide variety of publicly and privately-held companies for a variety of purposes including estate and gift tax reporting. He has extensive experience in valuing private equity and hedge fund company interests.
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