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About David York

"You are owned by nothing when you only own your purpose."
- David York
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David has turned over 25 years of insights and understanding into tools, resources, and processes to help people put words to their why so they can bring purpose to their plans, whether in their estate planning, their businesses, or simply in life.  Much of his writing and speaking is based on these observations and this work.
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Experience

David R. York is an estate planning attorney and CPA with more than 20 years of experience and has worked with over 7,000 clients, including billionaires and business owners, celebrities and sports figures, and entrepreneurs of all shapes and sizes. 

 

He has represented first generation wealth creators, fifth generation wealth maintainers, and everything in between.  He has also worked with individuals, couples and families across the wealth spectrum and countless non-profits looking to make a difference in an all too broken world. 

 

Early on, David began to see common traits and characteristics of those who both make positive impacts in the world and who successfully transfer wealth, intentionality and purpose to the next generation and, sadly, those who fail to do so, often with tragic results.

Accreditation

Professionally, David is a Certified Public Accountant and Fellow with the American College of Trust and Estate Counsel (ACTEC) and former Chair of the Utah State Bar Estate Planning Section.

 

He has successfully represented clients before the Internal Revenue Service at all levels (Audit, Appeals, and Tax Court) and is a member of the Utah State Bar, the Alaska State Bar, and the Estate Section of the Utah State Bar.

 

A highly sought after speaker, he has spoken on the Ted stage as well as such groups as the Million Dollar Roundtable, Q Commons, the Purposeful Planning Institute, the Institute of Family Governance, and the Investment and Wealth Institute. 

 

David York has been regularly named to Utah Business Magazine’s Utah Legal Elite in the field of Estate Planning and is among the highest rated lawyers in the nation with Martindale-Hubbell. York Howell & Guymon was celebrated as one of Utah’s Fast 50: Emerging 8 companies in 2016 and one of Inc. 5000’s Fastest Growing Companies in America in 2017.

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About David

David is co- author of Entrusted: Building A Legacy That Lasts and Riveted: 44 Values that Change the World, which after its release was the #1 Business Ethics book on Amazon.

He is also the co-creator of the Entrusted Planning process, which provides individuals, couples, and families with the clarity needed to put words to their why and to align their individual purpose with their personal estate and financial planning.

 

He currently serves on the Board of Directors of Healing Nations and Holding Out HELP, and is the former Chairman of the Primary Children’s Medical Center Planned Gifts Committee.

Outside of the office David enjoys travel, biking, photography and spending time with his wife Mindy and their five children, Emma, John, Samuel, Hudson and Avery.

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