About
David S. Neufeld has practiced law for over 30 years, advising people on sophisticated wealth making plans (encompassing income tax, estate tax, nation residency tax making plans, asset protection, and the legal factors of insurance and funding making plans) and fiduciary due diligence. He also advises coverage and wealth control establishments on programs, together with “private placement existence coverage” and captive insurance organizations, that deliver to their customers fee-green risk mitigation along with tax-efficient investment possibilities. In addition, David is notably admired to discuss with taxpayers and their prison and accounting advisors on “aggressive tax planning long gone bad,” along with Form 8886 filings (and misfilings), ensuing tax audits and tax litigation in addition to an professional witness within the consequential civil litigation.
David is beyond chair of the Insurance & Financial Planning Committee of the Real Property, Trust & Estate (RPTE) Section of the American Bar Association amongst different leadership positions within the ABA. In 2006 David became Chairman of the Synergy Summit, a management organisation whose participants consist of the pinnacle leaders from inside the ABA, AICPA, SFSP, NAELA and NAEPC, among others. In 2007 David became appointed ABA Advisor to the NCCUSL drafting committee for the “Uniform Insurable Interest in Trust” Law.
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Location
Legal Issues
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
- Estate Planning
- Guardianship & Conservatorship, Health Care Directives, Trusts, Wills
- Probate
- Probate Administration, Probate Litigation, Will Contests
Costs
Certificates
Languages
Accepted Jurisdictions
Experience
- Lawyer-Advisor to Judge Jacobs
United States Tax Court
1984
Educations
Graduation year: 1983
Graduation year: 1980
Graduation year: 1975
