David M. Charlton

David M. Charlton: Attorney with Breazeale, Sachse & Wilson, L.L.P.

Biography

Mr. Charlton is a partner in the Baton Rouge office of Breazeale, Sachse & Wilson, L.L.P. His principal areas of practice are transactions, corporate and business law, and estate planning, probate, and federal estate tax matters. A summary of his practice areas is set forth below.

Transactional Practice

Mr. Charlton has an extensive transactional practice representing parties to corporate and business acquisitions, sales, mergers, separations and private placements. Representative matters he has handled include transactions involving the following clients: petrochemical plant, regional petrochemical engineering company, national institutional food service company, international banking software company, national home health software company, regional health care software company, data encryption software company, regional distributorship for national magazines and books, regional construction companies, regional scaffolding company, construction equipment dealership, building materials supply company, regional barge line company, petroleum products distributor, restaurant chains, movie theatres, ambulatory surgery center, medical practices, medical clinics, optical shops, recreational watercraft manufacturer, oil and gas drilling company, auto repair chain, insurance agencies, and numerous local businesses. He has also handled the acquisition, sale or lease of various large assets, including: software rights, office buildings, commercial warehouses, shopping centers, commercial office parks, residential subdivisions, agricultural farms, timber farms, large tracts of land, jet aircraft, commercial helicopter, aircraft hanger and heavy equipment. Mr. Charlton has also participated as a team member in transactions involving the following clients: regional department store chain, regional insurance company, regional funeral home and cemetery company, regional credit reporting company, sugar refinery, regional manufacturer, regional lender software company, hotel, automobile dealerships, and regional portable storage unit company, among others.

Corporate and Business Practice

Mr. Charlton serves as corporate, business and tax counsel to many regional and local businesses. In that role, he negotiates, drafts and implements: business contracts, leases, employment contracts, noncompete agreements, confidentiality and nondisclosure agreements, shareholders agreements, buy-sells, stock option plans, deferred compensation plans, retirement plans, other employee benefit plans, and other agreements. He regularly provides advice and counsel on tax matters, business negotiations and company and equity valuations. Mr. Charlton represents a number of motion picture production companies and motion picture industry goods and service providers. He has handled dozens of transactions involving the certification, sale and purchase of Louisiana motion picture investor, labor and infrastructure tax credits, and regularly advises clients regarding business structure and other techniques to maximize available credits. Mr. Charlton has served as production counsel or Louisiana counsel on over twenty feature length movies and television series.

Estate Practice

Mr. Charlton has a large estate practice, involving the design and implementation of wills, trusts, family limited liability companies, life insurance programs, and other estate planning devices needed to accomplish his clients’ objectives. He has handled the probate proceedings for more than one hundred estates, and has substantial experience with contested estates and estate litigation .He has handled numerous federal estate tax disputes against the federal government, both in the administrative stages against the IRS, and in a number of federal estate tax litigations against the U.S. Department of Justice. His combination of experience in both the transactional arena and in the federal estate tax valuation arena has provided him with extensive knowledge regarding the valuation of private companies.

Honors and Awards

Selected by his peers for inclusion in The Best Lawyers in America 2012, 2013, 2014, 2015, 2016, 2017, 2018

AV Preeminent Peer Review Rated

Publications

•Author of the book, Simplified Estate Planning and Life Insurance Planning for the Taxable Estate
•Author of numerous articles and seminar materials on various topics in the areas of corporate law, closely-held businesses, federal estate taxation and estate planning.

Presentations

Regular public speaker at forums, seminars, and other venues on various topics in the areas of corporate law, closely-held businesses, federal estate taxation and estate planning.

(Certified Estate Planning and Administration Specialist, Louisiana State Bar Association Specialization Board; Certified Tax Law Specialist, Louisiana State Bar Association Specialization Board)

Areas of Practice (3)

  • Corporate
  • Business Succession Planning Estate Planning and Probate
  • Tax

Education & Credentials

Contact Information:
225.381.8031  Phone
225.387.5397  Fax
www.bswllp.com/david-m-charlton
Mailing Address:
PO Box 3197 70821-3197
University Attended:
Louisiana State University, B.S., Accounting, 1980
Law School Attended:
Paul M. Hebert Law School, Louisiana State University, J.D., 1983; Louisiana State University Law School, Board of Supervisors Scholar, American Jurisprudence Award.; Alumni Federation Scholar, Beta Gamma Sigma, Phi Eta Sigma, and Beta Alpha Psi.; Certified Estate Planning and Administration Specialist, Louisiana State Bar Association Specialization Board. Certified Tax Law Specialist, Louisiana State Bar Association Specialization Board.
Year of First admission:
1983
Admission:
1983, Louisiana, Eastern, Middle & Western Districts of Louisiana and Fifth Circuit Court of Appeals; 1984, U.S. Tax Court
Memberships:

Professional Associations

Baton Rouge Bar Association

Louisiana Bar Association, Sections on Corporation and Business Law, Taxation, Trusts, Estates, Probate, Immovable Property Law, and Art, Entertainment and Sports Law.

American Bar Association, Sections on Taxation, and Real Property, Probate and Trust Law, and Entertainment and Sports Industries.

Birth Information:
Baton Rouge, Louisiana, August 20, 1958
ISLN:
908433429

Peer Reviews

  • 4.7/5.0 (27)
  • A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.
  • Legal Knowledge

    4.7/5.0
  • Analytical Capability

    4.7/5.0
  • Judgment

    4.7/5.0
  • Communication

    4.7/5.0
  • Legal Experience

    4.8/5.0
  • David M. Charlton

    5.0/5.0 by a Senior Attorney on 07/24/17 in Taxation on 07/24/17

    M. Charlton is one of the best in the field of taxation. He is thorough in his preparation and clear in his recommendations. I have had occasion to consult with him on...

    Read more

    M. Charlton is one of the best in the field of taxation. He is thorough in his preparation and clear in his recommendations. I have had occasion to consult with him on behalf of my clients and am well pleased wilt his work.

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0
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  • David M. Charlton

    5.0/5.0 by a Judge on 09/16/15 in Litigation on 09/16/15

    David is top shelf. Extremely bright and the consummate professional. I have known him and personally seen and experienced his work for over 30 years.

    Read more

    David is top shelf. Extremely bright and the consummate professional. I have known him and personally seen and experienced his work for over 30 years.

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0
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  • David M. Charlton

    5.0/5.0 by a Managing Partner on 08/07/17 in Taxation on 08/07/17

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0
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  • David M. Charlton

    5.0/5.0 by a Managing Partner on 08/07/17 in Taxation on 08/07/17

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0
    Read less
  • David M. Charlton

    5.0/5.0 by a Managing Partner on 08/07/17 in Estate Planning on 08/07/17

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0
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  • David M. Charlton

    5.0/5.0 by a Other on 08/07/17 in Business Law on 08/07/17

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0
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  • David M. Charlton

    5.0/5.0 by a Attorney on 07/24/17 in Estate Planning on 07/24/17

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0
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  • David M. Charlton

    5.0/5.0 by a Other on 07/21/17 in Business Law on 07/21/17

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0
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  • David M. Charlton

    5.0/5.0 by a Of Counsel on 09/24/15 in Commercial Transactions on 09/24/15

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0
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  • David M. Charlton

    5.0/5.0 by a Of Counsel on 09/24/15 in Estate Planning on 09/24/15

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0
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See All 27 Reviews See All 27 Reviews »


*Peer Reviews provided before April 15, 2008 are not displayed.

Client Reviews

  • 5.0/5.0 (1)
  • 100% (1)
  • Communication

    5.0/5.0
  • Responsiveness

    5.0/5.0
  • Quality of Service

    5.0/5.0
  • Value for Money

    5.0/5.0
  • David M. Charlton

    5.0/5.0 on 10/07/08 on 10/07/08

    David Charlton was a lifesaver for me, in the very sad time of my life, after my mother passed away. He was very compassionate and understanding of the family problems w...

    Read more

    David Charlton was a lifesaver for me, in the very sad time of my life, after my mother passed away. He was very compassionate and understanding of the family problems which I encountered. He helped me deal with and educated me in the whole process of the law, concerning my situation. He was definitely a God-send for me!!!!{newline}Thanks soooooooo much!!!!{newline}Yvonne F. Smith

    • Communication

      5.0/5.0
    • Responsiveness

      5.0/5.0
    • Quality of Service

      5.0/5.0
    • Value for Money

      5.0/5.0
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