R. David Marchetti
 

 
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David Marchetti practices primarily in the areas of wills, trusts, and estates, including planning, administration, and litigation.  He also practices in the areas of taxation and closely-held businesses. He has been a frequent lecturer on estate planning and probate issues for a number of organizations and institutions, including the Mississippi Bar Association, the Mississippi Bankers Association Trust Conference, Mississippi State University,  the Estate Planning Counsel, and the University of Mississippi.
 
David has served on the Trust Law Task Force Steering Committee organized by Mississippi Secretary of State, Delbert Hoseman, which worked to pass the Uniform Trust Code, the Qualified Dispositions in Trust Act, and other important legislation in the field of Trust Law, which David also helped draft.
 
David received a Bachelor of Accountancy Degree  from Mississippi State University and his J.D. from the University of Mississippi School of Law, where he served as Associate Editor of the Mississippi Law Journal. He earned his LL.M. in estate planning from the University of Miami School of Law.
Current Employment Position:
 
Member

Wills, Trusts & Estates
Taxation
Business Entities
 
Litigation Percentage:
 
25% of Practice Devoted to Litigation
 
Mississippi, 1989
U.S. District Court - Northern District of Mississippi, 1989
U.S. District Court - Southern District of Mississippi, 1989
U.S. Court of Appeals 5th Circuit, 1989
U.S. Tax Court, 1997
 
University of Miami School of Law
Coral Gables, Florida, LL.M.
Honors: magna cum laude
 
University of Mississippi School of Law
Oxford, Mississippi, J.D.
Honors: magna cum laude
Phi Delta Phi
Magister, Phi Delta Phi
Law Journal: Mississippi Law Journal,
Associate Editor, 1987 - 1989
 
Mississippi State University
Starkville, MS, B.P.A.
Honors: summa cum laude
Major: Accounting
 
 
Classes/Seminars Taught:
 
Insurance Symposium at University of Mississippi, 2015
Speaker on issues of Life and Health Insurance

 Insurance Day at Mississippi State University, April 2012
"Estate and Gift Tax Update"
 
Presentation to the Mississippi Judicial College
and the Mississippi Conference of Chancery Court
Judges Spring Conference, "Investment Responsibilities
of Trustees, Guardians, Conservators and Executors"
 
Estate Planning, National Business Institute, 1997 - 2000
 
"Complete Trust Workshop", Professional Education
Systems, Inc., 2001 - 2002
 
Mississippi Estate Planning, Lorman Educational
Services, 2001 - 2003

Probate Practice Fundamentals, University Of
Mississippi, March 7, 2003

Family Limited Partnerships in Mississippi,
National Business Institute, 1997

Liability and Asset Protection Planning for Mississippi
Pharmacists, Wells Marble & Hurst, PLLC

"Current Developments in Fiduciary Administration",
Mississippi Bankers Association Trust Conference,
November 4, 2004
 
Articles and Publications:


"A Lawyer's Revenge, Part 2"
Wells Marble Estate Planning Newsletter- 2016

"Mississippi Legislature Approves Asset Protection Trusts"
Wells Marble Estate Planning Newsletter- 2015

"When Planning Your Estate, Don't Forget Your Digital Assets"
Wells Marble Estate Planning Newsletter- 2014

"Still Hanging Over the Fiscal Cliff"
Wells Marble Estate Planning Newsletter- 2014

"The Good, Bad and Ugly, When an Individual is Named as Trustee of a Trust"
Wells Marble Estate Planning Newsletter- 2013

"Tax Tips on Tipping for Restaurant Owners" -
Mississippi Hospitality and Restaurant
Association Newsletter- Fall 2012
 
Assets" - Tree Talk Magazine- Winter Issue 2011

Honors and Awards:
 
Mid-South Super Lawyer - 2009, 2010, 2011, 2012,
2013, 2014, 2015 and 2016
 
Top 50 Mississippi Super Lawyer - 2012, 2013 and 2014
 
Best Lawyers in America (Trusts and Estates,
Closely Held Companies and Family Business Law)
2013, 2014, 2015, 2016, 2017
 
Named Martindale-Hubbell AV-Preeiminent 2013
Top Rated Lawyer/ Trusts and Estates
 
Selected for MS Business Journal's Leadership in
Law Class of 2012
 
 
American College of Trust and Estate Counsel (ACTEC) - Fellow

Financial Planning Association, 1994 - 2015
Member, Mississippi Chapter
Board of Directors, Mississippi Chapter 2002-2004

The Mississippi Bar, Section on Estates & Trusts
Chairman (2000-2001)
 
Jackson Estate Planning Forum,
Member and Treasurer
 
Mississippi State University Foundation, 1998 - Present
Planned Giving Council

Estate Planning Council of Mississippi, 1994 - Present
Executive Committee, 2005- present ,President, 2009-2010

National Academy of Elder Law Attorneys
Member

Fraternities/Sororities:

Sigma Alpha Epsilon
Phi Delta Phi
Omicron Delta Kappa
Beta Alpha Psi

Civic:

             Member, Board of Directors of Ridgeland, MS
             Chamber of Commerce
             Member First Presbyterian Church, Jackson, MS
             Member, Board of Directors of River Hills Club

Birth Information:
 
1964, Jackson, Mississippi

   

 

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