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Provided by David C Sojourner Jr
Dave advises clients in complex tax, business succession, and estate planning matters. By combining his deep understanding of the law with his ability to provide considerate, personalized counsel, Dave is uniquely qualified in these complex areas. His clients include high net worth individuals, business owners, land owners, and professionals.
His extensive experience includes developing practical strategies to manage assets, minimize estate and gift taxes, and provide for an effective plan of transferring assets from one generation to the next using wills, trusts, and family entities.
Dave further serves families by structuring marital agreements, advising estate and trust fiduciaries, developing strategies for asset protection and charitable giving, as well as conservation easements that preserve properties and yield tax benefits. He advises family-owned and closely-held businesses in developing plans for succession with buy-sell agreements, entity reorganizations, and intra-family agreements and transactions.
Member, South Carolina Bar
Fellow, American College of Trust and Estate Counsel (Business Planning Committee)
Certified Specialist in Estate Planning and Probate Law - South Carolina Supreme Court (1992 - present)
Certified Specialist in Taxation Law - South Carolina Supreme Court (1991 - present)
Selected, Best Lawyers in America (2003 - present)
Selected, South Carolina Super Lawyers (2008 - present)
Selected, Chambers and Partners High Net Worth Guide (2017 - present)
LL.M., New York University School of Law
1987
J.D., University of South Carolina School of Law
1986
B.S., Clemson University - Economics
1983
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