Mr David Shulman

Mr David Shulman

  • Estate Planning, Tax Law
  • Florida
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Summary

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.

Practice Areas
  • Estate Planning
  • Tax Law
Jurisdictions Admitted to Practice
Florida
Professional Experience
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.
Education
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
Brandeis University
B.A. | Politics, American Studies
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Honors: Graduated Cum Laude
Professional Associations
Florida State Bar # 150762
Member
- Current
Websites & Blogs
Blog
South Florida Estate Planning Blog
Social Media
Contact & Map
401 E. Las Olas Blvd
Suite 130-491
Fort Lauderdale, FL 33301
USA
Telephone: (954) 990-0896
Fax: (954) 343-3645