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David C. Jacobson 
Melville, New York
phone (631) 393-6220
fax (631) 393-6229
email Email Me

David Jacobson works with clients to develop appropriate estate planning strategies that are tailored to each client's unique needs, while minimizing gift and estate taxes.

Mr. Jacobson has nearly two decades of experience in estate planning, taxation and taxexempt organizations. Prior to joining Harras Bloom & Archer, Mr. Jacobson was a member of the estate planning team at UBS Private Wealth Management in Manhattan, where he provided estate planning services exclusively to the firm's ultra-high net worth clients throughout the u.s. Mr. Jacobson was previously a member of the wealth planning group and also trust counsel at Deutsche Bank Trust Company in Manhattan, and a trusts and estates attorney with the law firm of Carter, Ledyard & Milburn in Manhattan.

Mr. Jacobson received is LL.M in taxation from Georgetown University Law Center, his J.D. from the Univergity of Miami School of Law slid his B.A. from the University of Oklahoma. He is a member of the New York and Florida Bar.

He is a member ofthe Trusts, Estates and Surrogate Court Committee and previous member of the Gift and Estate Tax Committee of the New York City Bar Association, a member of the New York State Bar Association's Estate Planning Committee and the American Bar Association.

Mr. Jacobson is a member of the New York Museum of Modern Art's Planned Giving Advisory Committee.

Classes/Seminars Taught:
Estate Planning for Unmarried and Same-Sex Couples, New York City Bar Association Continuing Legal Education, April 28, 2009


Estate Planning in Turbulent Times, American Bankers Association, December 11, 2008


Stock Option Planning, American Bankers Association Graduate Trust School, Emory University Law School, October 30, 2008


The Role of Estate Planning in Wealth Management, Asset and Wealth Management Summit, October 23, 2008


Estate Planning Strategies for Ultra-High Net Worth Clients, Source Media's Wealth Management and Retirement Planning Forum, October 20, 2008


Achieving Integrated Wealth Management through Art and Estate Planning, Institutional Investor's 6th Annual Integrated Wealth Management Forum, October 16, 2008


The Effect of Interest Rates on Estate Planning Strategies, Institute for Private Investors Fall Forum, October 15, 2008


Creating Estate-Planning Friendly Investment Structures, Institute for International Research's Venture Capital and Private Equity Tax Practices Conference, May 5, 2008


Wealth Transfer Alternatives: Sales to Grantor Trusts and GRATs, Practicing Law Institute, Continuing Legal Education Series, February 27, 2008



Harras Bloom & Archer LLP
445 Broad Hollow Road
Suite 127
Melville, NY 11747

Tel: (631) 393-6220
Fax: (631) 393-6229