David F. Byers Jr., J.D., LL.M.
As Managing Principal of Capital Strategies, David directs the areas of Wealth Transfer and Executive Benefits for the firm.
Prior to joining Capital Strategies in 1995, David built a business and tax planning practice as a founding partner of a prominent Birmingham law firm after beginning his career as an associate attorney with the Birmingham office of Burr & Forman LLP.
He is past President and member of the Board of Directors of FINSECA, (formerly the Association of Advanced Life Underwriters, AALU).
David currently serves as Chairman of the Board of M Financial Holdings Incorporated (MFH) and M Financial Re. M Financial is a leading life insurance distribution, service, and product organization serving high net worth individuals, executives, and employers in the US and UK.
David is a frequent speaker for estate planning institutes and continuing legal education courses involving tax, insurance and estate planning issues, including the Notre Dame Tax Institute and the Tulane Estate Planning Institute. He is a co-author of “Switch Dollar and the Power of Deferral” (1) and “Side Fund Split Dollar Under the Loan Regime”. (2).
He worked to make education in Alabama better by previously serving for 16 years on the Alabama State Board of Education, the policy-making body for K-12 and Board of Trustees for the Community College System. He has also served on the Board of the National Christian Foundation (Alabama) and is a past Chairman of the Board for King’s Home. David is currently the co-chairman of the Board of Advisors at Beeson Divinity School and serves on the Session of his church.
David holds a B.A. in English and Political Science from the University of Alabama at Birmingham. He received a J.D. from the Cumberland School of Law at Samford University and obtained an LL.M. (Taxation) from New York University.
David and his wife, Karen, have three children and two granddaughters. In his off time he enjoys reading, wing shooting, and college football.
David is a registered representative of M Holdings Securities, Inc. Alabama Insurance License Number 48478, California Insurance License Number 0134099.
Capital Strategies Group, Inc. is an independently owned and operated third party provider.
(1) Brody, L., Byers, D., & Williams, H. (2018). Switch dollar and the power of deferral. Trusts & Estates, 157(4), 37-45.
(2) Brody, L., Byers, D., & Jones, A. (2022) Side fund split dollar under the loan regime. Trusts & Estates, 161(9), 20-29.