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David M. Allen

Chicago Office

David M. Allen's practice focuses on tax, succession and business planning for clients of significant wealth, including closely held business owners, private equity fund managers, art collectors, corporate executives and other professionals. He handles a wide variety of matters for these clients on local, national and international levels. David is highly skilled in advising clients with regard to tax, succession and charitable planning, probate administration, the integration of estate plans and corporate structures, and cross-border tax planning. He uses an interdisciplinary approach to present solutions to his clients by incorporating members of teams with experience in corporate, real estate, litigation, financial services and other areas of the law, as necessary.

David is a frequent lecturer on various topics. His speaking engagements include presentations regarding estate planning for Florida domiciliaries, trust decanting, estate planning of digital assets, income taxation of trusts, expatriation, and international trust and estate planning. Additionally, he teaches a class at John Marshall Law School on estate and gift tax. David is also a former co-chair of the Chicago Bar Association YLS Estate Planning Committee. While attending law school, David was an associate editor of the Michigan Law Review.

Shown below is a selection of David’s engagements.


Leading Lawyers Network

Leading Lawyers Network, Emerging Lawyer, 2015
Best Lawyers in America, Trusts and Estates, 2018–2019
August 2018
Co-author, Sweating The Small Stuff: Pre- and Post-Liquidity Event Planning For Business Owners
June 25–28, 2018
Presenter | Pre- and Post-Liquidity Event Planning for Business Owners | ALI CLE Annual Summer Program | Estate Planning in Depth 2018 | Madison, Wisconsin
November 13, 2017
Presenter | Aggressive Tax Planning and the Ethical Advisor: Beyond Zealous Advocacy | The Chicago Bar Association
November 9, 2017
Business Sale Pre and Post-Transaction Planning | NYC Sophisticated Trusts and Estate Institute
October 27, 2017
Aggressive Tax Planning and the Ethical Advisor | Notre Dame Tax & Estate Planning Institute
February 17, 2017
Best Practices in Reporting Foreign Bank and Financial Accounts | American Bar Association—Trust and Estate Business Planning Group
May 15, 2015
What Every Estate Planner Should Know About International Estate Planning | Winnebago Estate Planning Council
June 9, 2014
Tax Treatment of Expatriates | Chicago Bar Association
March 1, 2011
International Trust and Estate Planning | Chicago Bar Association
February 10, 2009
State Law and Tax Considerations in Trust Decanting | Chicago Bar Association
May 3, 2007
Basics of Florida Estate and Asset Protection Planning | Chicago Bar Association
David M. Allen


  • JD, University of Michigan Law School
  • BA, University of Virginia

Bar Admissions

  • Illinois
  • Michigan


Leading Lawyers Network

Emerging Lawyer, 2015
Best Lawyers in America
Trusts and Estates, 2018–2019
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  • The Chicago Bar Association
  • Society of Trust and Estate Practitioners (STEP)
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