• Drafted foreign trust for client concerned about asset protection and the direction of U.S. economic policy/legislation in conjunction with intergenerational generation skipping transfer tax planning
• Drafted credit shelter trust for business owner, integrating prenuptial agreement, restrictive QTIP for spouse and executive committee for business succession planning; enabled client to gift the economic value (non-voting) shares of the business to descendants through an irrevocable grantor trust while retaining control through voting shares
• Utilized increased lifetime gifting exemption by conveying client's vacation home to a qualified personal residence trust (QPRT) and marketable securities to a ten year grantor retained annuity trust (GRAT)
• Established limited liability company (LLC) for executive of Boston sports team to hold rental property, insulate the client's personal assets from liability, and create opportunity to leverage gifts
• Drafted irrevocable income only trust to help protect elderly couples' wealth from the costs of long-term care and third party special needs trust to ensure their disabled child would not lose SSI subsidies upon their deaths and his subsequent inheritance. 

• Author: Back Door Roth: White Stilton Gold Cheese or Just a Mousetrap? American Bar Association eReport, Summer 2022
• Author: IRC § 72(t) Payments – Retiring Early Without Early Retirement Penalties, American Bar Association eReport, Fall 2021
• Speaker: IRC § 72(t) Payments – Retiring Early Without Early Retirement Penalties, American Bar Association (webinar), May 2019
• Author: A Proper Lesson on an Improper Exercise of a Power of Appointment, American Bar Association eReport, Spring 2019
• Speaker: Estate Planning and Asset Protection Considerations for Real Estate Investors, 1031 Exchange Investor Symposium, May 2019
• Author and Speaker: Dividing Retirement Assets On Death or Divorce, American Bar Association (webinar), March 2017
• Author and Speaker: Dividing Retirement Assets On Death or Divorce, American Bar Association Spring Symposia, May 2016
• Speaker: Estate Planning Symposium 2015 – Removing Assets From Estate vs. Step-Up in Basis, MCLE, June 2015
• Author: Advising Same Sex Married Couples of the Inequities That Remain, Probate & Property (Volume: 29 Issue: 1), May 2015
• Author and Speaker: Protection of Inherited IRAs and Other Retirement Plan Assets From Creditors After Clark v. Rameker, American Bar Association Spring Symposia, April 2015
• Speaker: MassHealth Update – 2009: Special Needs Trusts and Pooled Trusts, PESI Legal, October 2009
• Co-Author: Fair Hearings on Medicaid Hardship, Intent, Care Contracts and Promissory Notes, NAELA Journal, 2009

• Animal shelter weekly volunteer (2004-current)
• United Way Big Brother (1997-2001)
• Boston Living Center weekly volunteer (1997-1998)
• 2nd degree black belt, Kempo Karate
• USKBA-licensed full contact kickboxer & submission fighter 

• Named a Best Lawyer for Trusts and Estates - 2023-2024
• Appointed Co-Chair of the IRA Accounts & Plan Distribution Committee of the American Bar Association's (ABA) Section of Real Property, Trust and Estate Law (RPTE) 2020-2022 (Vice Chair 2017-2019)
• Selected as New England 2016 & 2017 Rising Star (Estate Planning & Probate)
• Boston Estate Planning Council: Member (2008 - present)
• Trusts and Estates Consortium: Member (2008 - present)
• Boston Bar Association: Member (2011 - present)
• Justinian Law Society: Member (2008 - present)

Prior to becoming an attorney, David was a financial advisor and achieved the following credentials:

• Certified Financial Planner (CFP®)
• Series 7 General Securities
• Series 66 Investment Adviser
• Life, accident, and health insurance broker