David C. Anderson, Retired

As a founding member of the law firm, David retired from the practice of law on March 31, 2024. David’s impact on our firm and on the community at large has been significant. Even though he has retired from the practice of law, he continues following his hobbies and is now enjoying his much deserved retirement. If you would like to reach Mr. Anderson, please email our firm at [email protected] so that we can send him your correspondence.

Professional Accreditation:

• Highest Rating (AV) by Martindale-Hubbell
• California State Bar 1972
• Montana State Bar 1995
• San Diego County Bar Association

Education:

• Yale University, BA 1963, New Haven, CT
• Harvard Law School, JD 1972, Cambridge, MA
• University of Southern California, Post-Doctoral Training 1976, Los Angeles, CA
• Fellow, Esperti Peterson Institute

MILITARY:

• US Naval Officer 1963 – 1969.
• Carrier Based Fighter Pilot
• 215 Combat Missions, Viet Nam
• Distinguished Flying Cross, Air Medals (21),
• Navy Commendation with Combat V.

PROFESSIONAL EXPERIENCE:

• Anderson Reynard LLP 2014 – present
• Law Office of David C. Anderson, APC 1979- 2014
• Practice restricted to Estate planning
• Wealth Strategy design for high net worth families
• UBS Financial Services Estate Planning Network Attorney, San Diego branch- present
• Associate, Law Offices of J. H. Filice, Walnut Creek, CA 1977-1978
• Deputy Public Defender, Contra Costa County, CA 1972-77

COURTS:

• California Supreme Court 1972
• Montana Supreme Court 1995
• Federal Southern District of California 1972

MEMBER:

• American Bar Association
• California State Bar Association
• E*Planners Association
• Montana State Bar Association
• San Diego County Bar Association
• Estate Planning, Trust and Probate Section, California State Bar Association
• Estate Planning, Trust and Probate Section, San Diego County Bar Association
• Estate Planning, Trust and Probate Section, La Jolla, California
• Estate Planning Council of San Diego
• WealthCounsel

PUBLICATIONS:

Books:

• LEGACY, Plan, Protect and Preserve Your Estate, 1996, The Institute Inc.
• GENERATIONS, Planning Your Legacy, 1998, The Institute Inc.

ARTICLES:

• CONSPECTUS CURRENT: Providing Guidelines for Executors and Trustees
• CONSPECTUS REVIEW: Avoid Classification as an Investment Company
• CONSPECTUS CURRENT: Recent Partnership Changes Affect Estate Plans

CIVIC ORGANIZATIONS:

• The Burnham Institute, Arthritis Research Initiative, Board of Directors
• Yale Club of San Diego, Board of Directors
• Scripps Gift Planning Department, Board of Directors
• UCSD Planned Giving Executive Committee
• Rotary Club of Coronado, CA

PERSONAL:

• Married to Joanne (Dode); children: David Jr., Christian, Paul, Darcie and Melanie.
• Interests: Flying, fishing, skiing, golf, backpacking and gardening.