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Mr David Shulman

26 years of experience
Estate Planning, Tax Law
Florida

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Biography

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: 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

Jurisdictions Admitted to Practice

Florida
Since 1998

Professional Experience

Associate Attorney: Greenspoon Marder, P.A.; 2006 - 2009; 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); 1998 - 2005; At the IRS Office of Chief Counsel, I drafted regulations, revenue procedures, and private letter rulings focusing on partnerships, S corporations, and trusts.