Watertown, Massachusetts Estate Planning Lawyers
Massachusetts Estate Planning Attorney with 29 years experience
Protect your wealth and avoid taxes. Call for an estate planning consultation.
Massachusetts Estate Planning Attorney with 27 years experience
Concord, NH 03301
Beverly, MA 01915
21 Eliot Street
South Natick, MA 01760
Northeastern University School of Law
David concentrates in tax and estate planning, gift and estate tax return preparation, probate matters,
asset protection, business administration and succession, estate and trust administration, special
needs planning, and charitable planning. David advised families for over eight years at a downtown
wealth management firm on stock option planning, retirement planning, investment portfolio
management, insurance analysis, charitable bequests and income tax reduction strategies, prior to
becoming an attorney.
• Draft simple and pourover wills, revocable estate planning trusts, health care proxies and durable powers of attorney
• Draft asset protection trusts
• Draft self-settled and third party special needs trusts...