David Oh, Managing Director, Trust Counsel, is a senior trusts and estates advisor with broad experience in estate planning and trust administration. He advises clients on matters including tax planning, tax compliance, wealth transfer techniques, and charitable strategies. Most recently, David was a Director of Tax, Trust, and Estate with Charles Schwab & Co., where he provided tax, estate, and wealth planning solutions to founders, executives, private equity partners, and family offices. Prior to that, he was a member of the tax group at PwC LLP where he consulted on preserving multigenerational family wealth. He earned a Master of Laws (LLM) in taxation at Boston University, Juris Doctor from the University of the Pacific, and a Bachelor of Arts in legal studies from the University of California at Berkeley. He is a Certified Specialist in both Taxation Law as well as in Estate Planning, Trust and Probate Law by the State Bar of California. David sits on the boards of UCLA's nonprofit legal education program and the Estate and Gift Tax committee of the California Laywer's Association. 

Faculty Member’s Sessions