David York

Attorney, CPA, and Managing Partner

David R. York is an Attorney, Certified Public Accountant and Managing Partner with the Salt Lake City law firm of York Howell. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Legacy with the Purposeful Planning Institute. David has extensive experience in designing and implementing advanced wealth planning strategies for ultra high net worth clients. David has spoken to hundreds of public groups and professional organizations, including TedXSaltLakeCity, Q Commons, the Million Dollar Roundtable, the AALU National Conference, the Hawaii Tax Institute, the Purposeful Planning Institute, Investments and Wealth Institute, and many more. David is the author of The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, and the co-author of Entrusted Building a Legacy that Lasts and Riveted: 44 values that Change the World. He also helped found Corenology, a software technology company that provides qualitative tools and resources that allow financial professionals to help their clients with identifying and understanding their unique values so they can connect purpose and planning.