About David
Practice Areas
2
Practice Areas
18 years
18 years
Fees and Rates
Cost
Always
Payment Methods
- Check
- Credit Card
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Chat withLicenses
Licensed in Massachusetts for 17 years
State: Massachusetts
Acquired: 2008
No misconduct found
Location
Tarlow, Breed, Hart & Rodgers, PC
101 Huntington Avenue, Suite 500, Prudential Center, Boston, MA, 02199
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David Charles Valente's Reviews
Avvo Review Score
Not Yet Reviewed
David Charles Valente's Lawyer Endorsements
"David and I were classmates and close friends throughout law school where we frequently worked together on Estate Planning, Elder Law and related projects. David was an indispensable contributor to these projects, demonstrating his ability to find real-world solutions to complex situations. As a practicing attorney, David’s vast wealth of knowledge and experience continues to be a vital resource to me in Estate Planning and Elder Law matters."
Estate planning lawyer
Experience
Honors
2017
New England 2017 Rising Star (Estate Planning & Probate), Thomson Reuters
2016
New England 2016 Rising Star (Estate Planning & Probate), Thomson Reuters
Work Experience
2018 - Present
Estate Planning Attorney, Tarlow, Breed, Hart & Rodgers, PC
2015 - 2018
Estate Planning Attorney, Casner & Edwards, LLP
2012 - 2015
Attorney, Bove & Langa, P.C.
2010 - 2012
Attorney, Berluti McLaughlin & Kutchin, LLP
2008 - 2010
Attorney, Law Office of William J. Brisk
2003 - 2008
Estate and Financial Planner, Colonial Wealth Management
Associations
2004 - Present
local animal shelter, volunteer
member
member
member
member
member
2017 - 2018
American Bar Association, IRA Accounts & Plan Distribution Committee (Sept. 2017-Aug. 2018)Vice-Chair
Education
2016
LL.M.
2012
Masters
2008
Juris Doctor
2001
B.S.
Speaking Engagements
2019
Estate Planning and Asset Protection Considerations for Real Estate Investors
2017
2016
Dividing Retirement Assets On Death or Divorce,
2015
Removing Assets From Estate vs. Step-Up in Basis
2015
Protection of Inherited IRAs and Other Retirement Plan Assets From Creditors After Clark v. Rameker
2009
Special Needs Trusts & Pooled Trusts
Publications
2019
2016
2015
2015
2009
Languages
English