About
David provides comprehensive recommendation to people, families and small companies.
David concentrates in tax and property making plans, present and estate tax go back guidance, probate topics,
asset protection, enterprise administration and succession, property and consider management, special
needs making plans, and charitable making plans. David suggested households for over 8 years at a downtown
wealth control organization on inventory alternative planning, retirement planning, funding portfolio
control, coverage evaluation, charitable bequests and income tax reduction techniques, prior to
turning into an attorney.
• Draft easy and pourover wills, revocable estate making plans trusts, fitness care proxies and sturdy powers of attorney
• Draft asset protection trusts
• Draft self-settled and 1/3 party special wishes trusts for disabled beneficiaries
• Utilize property freezing and leveraged gifting strategies which includes Grantor Retained Annuity Trusts (GRATs), Qualified Personal Residence Trusts (QPRTs), and items of non-vote casting LLC pastimes
• Assist customers form business entities, which include S-organizations and restricted liability organizations
• Draft shareholder agreements, buy-promote agreements, and company bylaws
• International estate making plans for non-(U.S.) citizens and permanent (U.S.) residents
• Draft 2503(c) trusts, Qualified Domestic Trusts (QDOTs), Irrevocable Life Insurance Trusts, and IRA conduit trusts
• Prepare federal present tax returns (which include incomplete gifts, allocation of GSTT exemption to direct and indirect skips)
• Prepare federal and Massachusetts estate tax returns
• Handle probate lawsuits
• Structure low hobby loans to GSTT Trusts to take gain of low applicable federal price and maximize wealth switch
• Advise customers on charitable topics; draft personal charitable foundations and prepare Forms 1023 to gain tax-exempt reputation
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Location
Legal Issues
- Estate Planning
- Guardianship & Conservatorship, Health Care Directives, Trusts, Wills
- Probate
- Probate Administration, Probate Litigation, Will Contests
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
Costs
Certificates
CFP Board
Languages
Accepted Jurisdictions
Experience
Educations
Graduation year: 2012
Graduation year: 2011
Graduation year: 2008
Graduation year: 2001
