Mr David Shulman
I have been practicing either tax or estate planning law for over 10 years. After I graduated the George Washington University Law School I worked with the Internal Revenue Service Office of Chief Counsel in Washington, DC. Then, after obtaining a Masters in Law (LLM) in estate planning at the University of Miami, I was an associate at a large South Florida law firm, where my practice concentrated on estate planning, probate, and tax planning.
I have recently opened up my own practice as a solo practitioner, where I hope the lower overhead will allow me to serve my clients more efficiently and at a lower cost to them, but still provide the high quality of legal services that they could get at a large firm.
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- 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
- Florida
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- Associate Attorney
- Greenspoon Marder, P.A.
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- At Greenspoon Marder, P.A. I worked as an associate in the Probate/Estate Planning department. There, I drafted numerous wills, trusts (both revocable and irrevocable), family limited partnerships, as well as other estate planning documents. In addition, I handled a number of probates, guardianships, and other tax and corporate matters.
- Attorney-Adviser
- Internal Revenue Service Office of Chief Counsel (Passthroughs and Special Industries)
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- At the IRS Office of Chief Counsel, I drafted regulations, revenue procedures, and private letter rulings focusing on partnerships, S corporations, and trusts.
- University of Miami School of Law
- LL.M. | Estate Planning
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- The George Washington University Law School
- J.D.
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- Honors: Cum Laude
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- Brandeis University
- B.A. | Politics, American Studies
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- Honors: Graduated Cum Laude
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- Florida State Bar # 150762
- Member
- - Current
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