David G. Wise

About David

Dave represents a number of small to medium-sized businesses in connection with acquisitions and sales, leases, zoning matters, business and construction litigation, and plaintiff’s personal injury litigation. Dave also spends a significant portion of his time counseling business owners and individual clients in estate planning and business succession matters as well as handling complex multi-state personal injury litigation.

Representative Matters

Representation of clients involved in automobile accidents in Michigan and Ohio
Representation of corporate clients involved in construction law litigation and arbitration
Representation of a number of medical, dental and veterinarian practices
Representation of a number of contractors

Affiliations

Ohio State Bar Association
Michigan State Bar Association
Lucas County Bar Association
Toledo Bar Association
Toledo Estate Planning Council
AV Rating from Martindale-Hubbell Law Directory
Handled complex multi-state litigation (Ohio/Michigan) involving three separate insurance polices and parties from three states (Ohio/Michigan/Indiana) resulting in over $1,000,000.00 recovery

Education

Wittenberg University (B.A. 1964)
University of Michigan (J.D. 1967)

Bar Admissions

All Ohio Courts
All Michigan Courts
U.S. Tax Court
U.S. Court of Appeals, Sixth Circuit
U.S. District Court, Northern District of Ohio
U.S. District Court, Southern District of Ohio
U.S. District Court, Eastern District of Michigan
U.S. Supreme Court

Practice Areas

Business and Corporate Law

Our attorneys assist clients with entity formation and the drafting of organizational documents for such businesses as limited liability companies, for-profit corporations, and non-profit entities. We also counsel new and established businesses and corporations regarding mergers, acquisitions, compliance, taxation issues, corporate governance, and a variety of other areas.

Commercial and Residential Leasing

Our attorneys are adept at both the commercial and residential aspects of real estate leasing law. We will prepare or review your lease, carefully explain the contents, and assist in the negotiations of its terms. We have handled numerous commercial and residential leasing transactions for landlords, developers, and tenants.

Commercial Law

Commercial law is a body of law that regulates the conduct of persons, merchants, and businesses who are engaged in trade, sales, and commerce. Also known as business law, our commercial law attorneys are experienced in a subject that interacts with many other areas of law .

Construction and Lien Law

Our attorneys have broad experience in construction and lien law, from the planning stage through completion and, when needed, dispute resolution. We have represented homebuilders, developers, homeowners, condominium developers, general contractors, architects, engineers, surveyors, construction managers, financial institutions, investors, landlords and tenants, municipalities, and title, bond and liability insurers.

Elder Law

Our attorneys work with clients and their caregivers, where applicable, to provide the appropriate means to protect elderly clients from potential problems related to their assets and their physical well-being. Issues we can assist with can include Medicaid planning and estate planning, asset protection and assistance with issues related to in-home or nursing home care.

Estate Planning

Our attorneys offer a full array of estate planning services, including the drafting of wills, various types of trusts, limited liability companies, and family limited partnerships, as well as generation skipping tax planning and tax return preparation. We also help with preparation of advance directives, such as living wills and durable power of attorney. We can help you plan for your future to make the transition of your wealth to younger generations as seamless as possible.

Family Limited Partnerships

Our attorneys can help form a Family Limited Partnership in conjunction with estate planning and the asset protection process, where appropriate. With careful planning and a legitimate business purpose a family limited partnership can be a very effective way to achieve the leveraged transfer of assets from one generation to the next.

Guardianships

We establish and represent guardianships to protect individuals who are unable to care for their own well-being due to infancy, incapacity or disability. A court will appoint a legal guardian to care for an individual, known as a ward, who is in need of special protection. Legal guardians have the legal authority to make decisions for their ward and represent their ward's personal and financial interests.

Landlord/Tenant

Our attorneys have experience handling various aspects of landlord/tenant relationships—both residential and commercial. From drafting and advising on leases, renting policies, tenant notices, counseling landlords as tenant issues arise, and handling eviction proceedings and litigation. We can be a resource for both landlords and tenants alike.

Medicaid

Our attorneys work with clients in the application of Medicaid law, with the primary focus being on planning in advance of the need for Medicaid assistance.

Mergers & Acquisitions

Our attorneys represent a wide range of businesses in connection with the development of growth strategies, including mergers and acquisitions. From planning to drafting and from negotiating to closing, we will assist you with all of your growth needs. We often use a team approach so that each of your specified growth needs, whether tax, environmental, ERISA, or labor is addressed in a timely and efficient manner.

Probate

There are two aspects to our representation in this area of the law. First, we represent the estate representative in the administration of the estate and distribution of estate assets. Second, we represent heirs in monitoring estates where there are issues with the designated estate representative and in wills/trusts contests and actions to recover assets belonging to an estate, a trust, or other individual.

Real Estate

Our attorneys represent owners, builders, contractors, developers, landlords, and tenants in all types of real estate transactions, whether residential, commercial, industrial, retail, or office, and as to all types of administrative matters, including building and fire code compliance matters. We have extensive experience in acquisitions, financing, leasing, development, construction, and sales.

Retirement Planning

Our attorneys utilize a comprehensive approach to retirement planning and wealth preservation. We examine and help to guide our clients’ investments, tax plans, business succession plans, trust plans, and charitable inclinations.

Trusts

Trusts are an effective, and in many cases, a necessary part of a good estate plan. Trusts can be used to protect, transfers, control, and disburse assets. Our attorneys can help clients identify the benefits of setting a trust for their family and oversee the proper administration of a trust assets.

Wealth Preservation

Our attorneys have extensive experience in connection with the use of creative and sophisticated techniques and plans to help you retain the wealth you have accumulated, while also planning for the transfer of that wealth to the next generations while minimizing or eliminating the tax you might otherwise have to pay in connection with a transfer upon your death.

Zoning and Land Use

Our attorneys represent clients in matters of rezoning, planned unit developments, conditional use permits, zoning variances, and other growth management permit and development order issues. Our clients have included local governments, trusts, partnerships, property owners, and developers of residential, commercial, industrial, and mixed-use community projects.

Our Attorneys