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Overview
Practice Areas
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50% Estate Planning
7 years, 500 cases
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25% Probate
7 years, 50 cases
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25% Tax
13 years, 500 cases
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Fees and Payment Types
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Fees
Fixed (Sometimes), Free Consultation (60 minutes)
Payment types
Cash, Check, Credit Card
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Contact Information
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Languages Spoken
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About Me
Photos (0)
Videos (0)
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My practice, located in South Florida, is solely dedicated to estate planning and administration, along with tax planning. I am a sole practitioner and I... more
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References
Client Reviews
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Peer Endorsements
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I endorse this lawyer.
Endorsement from lawyer:
Eric Pines
, Houston (TX), 2 months ago
I endorse this lawyer. Mr. Shulman is a smart and caring attorney who works closely with his clients to accomplish their goals.
Endorsement from lawyer:
Daniel Fleischer
, Aventura (FL), 9 months ago
View all 6 endorsements
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Résumé
License
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13 years since David A. Shulman was first licensed to practice law.
| State |
License status |
Year acquired |
Last updated by Avvo |
| Florida |
Member in Good Standing
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1998 |
03/04/2011 |
We have not found any instances of professional misconduct for this lawyer.
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Work Experience
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| Position |
Duration |
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Attorney at
Greenspoon Marder, PA
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2006–2009
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Attorney-Advisor at
Internal Revenue Service
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1998–2005
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Education
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| School |
Major |
Degree |
Graduated |
| University of Miami School of Law |
Estate Planning |
LL.M - Master of Laws |
2006 |
| George Washington University National Law Center |
Law |
JD - Juris Doctor |
1998 |
| Brandeis University |
Politics and American Studies |
BA - Bachelor of Arts |
1995 |
See all 3 degrees
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Awards
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| Award Name |
Granting Organization |
Date |
| Nominated - Top 25 Estate Planning Blog |
LexisNexis |
2011 |
| Winner - Top 25 Wills, Trusts, and Estates Blogs |
LexisNexis |
2011 |
| Glass Leadership Institute |
Anti Defamation League |
2010 |
| Horizon Leadership Class |
Jewish Federation of Broward County |
2010 |
| Chief Counsel Team Award |
Internal Revenue Service |
2000 |
See all 5 awards
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Associations
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| Position |
Association Name |
Duration |
| Board of Directors |
American Friends of Hebrew University Southern Region |
2011-present
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| Member |
AntiDefamation League - Florida, Law Enforcement Committee |
2011-present
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| Leadership Member |
Anti Defamation League Glass Leadership Institute |
2010-present
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| Secretary/Treasurer |
BNI Executives |
2010-present
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| Leadership Member |
Jewish Federation of Broward County Horizons Leadership Institute |
2010-present
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| Member |
American Bar Association, General Practice, Solo and Small Firm Division |
2009-present
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| Member |
American Bar Association, Real Property, Trust and Estate Law Section |
2005-present
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| Member |
Broward County Bar Association |
2005-present
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| Member |
Florida Bar, Real Property, Probate and Trust Law Section |
2005-present
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| Member |
Florida Bar, Tax Section |
2005-present
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| Member |
American Bar Association |
1998-present
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| Member |
American Bar Association, Taxation Section |
1998-present
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| Member |
Florida Bar |
1998-present
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See all 13 association entries
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Portfolio
Contribution
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Reputation Level 8
| Answers: |
27 |
Legal Answers |
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1 |
Best Answer |
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12 |
Answers marked as good |
| Guides: |
0 |
Legal Guides |
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0 |
Staff Picks |
View all contributions
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Cases
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Outcome: Save estate taxes.
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Publications
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See all 12 publications
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Speaking Engagements
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| Estate Planning and Probate for Non-Taxes |
BNI Executives |
2010 |
| The Future of the Estate Tax |
BNI Executives |
2009 |
| Rev. Proc. 2003-48, 2003-84 |
American Bar Association Midyear Tax Meeting |
2003 |
See all 5 speaking engagements
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