How a Conversation with Gail Miller Led to 7,000+ Clients and TEDx

That Entrepreneur Show

29-07-2022 • 21 mins

Another week, another entrepreneur! We will discuss: Lessons learned from short term thinking, tips for new hires, when is time to walk away from corporate, strategies for creating an effective and enjoyable company culture, and so much more. Enjoy the show.

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 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.

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.

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.

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.

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.

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Episode #214 of That Entrepreneur Show- The podcast where founders of companies and brands share their entrepreneurial journeys, lessons learned, tips for success, and more each Friday since 2019.

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