David York

Practice Areas

Estate Planning for High Net Worth and Ultra-High Net Worth Clients

Tax Planning

Asset Protection

Charitable Planning

Career

David R. York is an Attorney, Certified Public Accountant and Managing Partner with the Salt Lake City law firm of York Howell. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is a Dean with the Purposeful Planning Institute. David has been recognized by Chambers and Partners in the area of Estate Planning—a distinction awarded to approximately the top 2% of attorneys in the field. David has extensive experience in designing and implementing advanced wealth planning strategies for ultra high net worth clients. He also has extensive experience working with charitable planning, purpose trusts, private trust companies, and advanced trust planning. David has spoken to hundreds of public groups and professional organizations, including TED, Q Commons, Stanford University, the Purposeful Planning Institute, Million Dollar Roundtable, and Investments & Wealth Institute.

He is the author of The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World and the children’s book, Dudley’s Castle. He is the co-author of two other books, Entrusted: Building a Legacy That Lasts and Riveted: 44 Values that Change the World. He has also written for Trusts & Estates Magazine, Estate Planning Magazine and Investments and Wealth Monitor.

In 2023, he co-founded CorenologyTM, a software as a solution (SaaS) technology company that provides qualitative tools and resources that allow financial professionals to help their clients with identifying and understanding their unique values so they can connect purpose and planning.

Professional Memberships

American College of Trust and Estate Counsel

Purposeful Planning Institute

Utah State Bar

Alaska State Bar

Personal

David currently serves on the Board of Directors of Healing Nations. He lives in the Salt Lake City, Utah area with his wife Mindy and their five children.

Expert in these Jurisdictions

Utah

Alaska

Education