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David C. Anderson, Esq.

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.