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David A. Shulman

Estate planning Attorney at Fort Lauderdale, FL

5.0   1 review

About David

Learn David’s areas of practice.

3
Practice areas
  1. Estate planning
    50%

    17 years, 500 cases

  2. Probate
    25%

    17 years, 50 cases

  3. Tax
    25%

    23 years, 500 cases

My practice, located in South Florida, is solely dedicated to estate planning and probate administration, guardianships, and tax planning.  

 

Photos and videos

My interview on the Shalom Show.
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Licensed for 24 years
State FL
Status Member in Good Standing
Acquired 1998
Updated 11/23/2022

We have not found any instances of professional misconduct for this lawyer.

Contact David

Ginsberg Shulman, PL
401 E. Las Olas, Blvd
Suite 1400
Fort Lauderdale, FL, 33301

Reviews

5.0 / 5.0
  1 customer review
5 Star
 
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Posted by Steve | April 30, 2013
Highly Recommended!
I've known David for a couple years and I hired him to handle probate for my father's estate. Prior to my father's passing he hired an attorney that did not specialize in estates to set up his will and to arrange the title of his property in order to avoid probate after his passing. This was a mistake. Unfortunately things were not done properly, as we discovered while trying to close on the sale of his property. David came in to the situation and had the probate process handled within a few weeks. David did an excellent job. David lives and breathes wills, trusts and estates! He is very knowledgable, courteous and keeps you up to date with what is going on with your case. Also, his fees are very competitive in the marketplace. If you have any need for a wills, trusts and estates attorney I highly recommend you contact David Shulman.
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Cost

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Resume

AVVO RATING 9.7 (Superb)

Work Experience

  • Partner
  • Ginsberg Shulman, PL
  • 2013 - Present
  • Attorney
  • Law Office of David A. Shulman, PL
  • 2009 - 2013
  • Attorney
  • Greenspoon Marder, PA
  • 2006 - 2009
  • Attorney-Advisor
  • Internal Revenue Service
  • 1998 - 2005
View all work experience

Education

  • University of Miami School of Law
  • LL.M - Master of Laws
  • 2006
  • George Washington University National Law Center
  • JD - Juris Doctor
  • 1998
  • Brandeis University
  • BA - Bachelor of Arts
  • 1995

Legal Cases

  • Estate Planning
  • Save estate taxes.

Associations

  • Florida Bar, Florida Probate Rules Committee
  • Members
  • 2014 - Present
  • Jewish Federation Broward County
  • Joint Tax Seminar Planning Committee Member
  • 2014 - Present
  • Jewish Community Foundation of Broward County Professional Advisory Committee
  • Vice Chair
  • 2014 - Present
  • BNI Pinnacle
  • Education Coordinator
  • 2013 - Present
  • Uniform Law Commission, Fiduciary Access to Digital Assets Committee
  • American Bar Association Section Adviser
  • 2012 - Present
  • American Friends of Hebrew University Southern Region
  • Board of Directors
  • 2011 - Present
  • AntiDefamation League - Florida, Law Enforcement Committee
  • Member
  • 2011 - Present
  • American Bar Association, General Practice, Solo and Small Firm Division
  • Member
  • 2009 - Present
  • Greater Ft. Lauderdale Estate Planning Council
  • Member
  • 2009 - Present
  • American Bar Association, Real Property, Trust and Estate Law Section
  • Member
  • 2005 - Present
  • Florida Bar, Real Property, Probate and Trust Law Section
  • Member
  • 2005 - Present
  • Florida Bar, Tax Section
  • Member
  • 2005 - Present
  • Broward County Bar Association
  • Member
  • 2005 - Present
  • American Bar Association, Taxation Section
  • Member
  • 1998 - Present
  • American Bar Association
  • Member
  • 1998 - Present
  • Florida Bar
  • Member
  • 1998 - Present
  • American Bar Association, General Practice, Solo and Small Firm Division, Taxation Committee
  • Member
  • 2013 - 2014
  • American Bar Association, General Practice, Solo and Small Firm Division, Estate Planning, Probate & Trust Committee
  • Member
  • 2013 - 2014
  • American Bar Association
  • GpSolo e-Report SubCommitee Member
  • 2012 - 2013
  • Anti Defamation League Glass Leadership Institute
  • Leadership Member
  • 2010 - 2011
  • Jewish Federation of Broward County Horizons Leadership Institute
  • Leadership Member
  • 2010 - 2011
  • BNI Executives
  • Secretary/Treasurer
  • 2010 - 2012
View all associations

Languages Spoken

  • English

Awards

  • Board Certified - Wills, Trusts & Estates
  • Florida Bar
  • 2014
  • Rising Star
  • Super Lawyers Magazine
  • 2013
  • 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
View all awards

Publications

View all publications

Speaking Engagements

  • Jewish Federation of Broward County Professional Advisory Committee
  • Fiduciary Access to Digital Assets
  • 2015
  • Probate and Pumpernickel
  • Fiduciary Access to Digital Assets
  • 2014
  • BNI Executives
  • Estate Planning and Probate for Non-Taxes
  • 2010
  • BNI Executives
  • The Future of the Estate Tax
  • 2009
  • American Bar Association Midyear Tax Meeting
  • Rev. Proc. 2003-48, 2003-84
  • 2003
View all speaking engagements

Attorney endorsements

Received (20)
Given (18)
Probate Attorney | Jan 16
Relationship: Fellow lawyer in community
"I endorse this lawyer because he is knowledgeable and experienced in his field. More importantly, whether it be in estate planning, probate, or guardianship, Attorney Shulman works hard to ensure that his clients' assets are protected."
Guardianship Attorney | Jan 16
Relationship: Worked together on matter
"I settled a personal injury case involving a minor child. Florida law required that the settlement be approved by a judge and a guardianship established holding the funds for the child until he turns 18. David did a wonderful job. Traveled to Miami on a number of occasions and performed magnificently at the hearing. I recommend him without hesitation for any guardianship, probate or estate matter."
Estate planning Attorney | Aug 23
Relationship: Fellow lawyer in community
"I have had the privilege of knowing David for more than ten years now. During that time, I have always found him to be both conscientious and adept. Were I to need to conduct estate planning for my own family, it is to David that I would turn. I recommend and endorse him without hesitation."
Estate planning Attorney | Jul 22
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Jun 24
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Wills and living wills Attorney | Jun 05
Relationship: Fellow lawyer in community
"David Shulman is a very respected lawyer to South Florida and a genuinely honest and kind man. He is my own top source when I have questions about wills, trusts or asset protection."
Estate planning Attorney | Apr 29
Relationship: Fellow lawyer in community
"David is a good lawyer and he knows his barbacue!"
Trusts Attorney | Nov 11
Relationship: Worked together on matter
"I endorse this lawyer. He is very knowledgeable and personal. Worked on a irrevocable life insurance trust and always answers your questions. Would of course recommend to others without hesitation!"
Estate planning Attorney | Oct 24
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Trusts Attorney | Aug 13
Relationship: Opposing Counsel on matter
"I endorse this lawyer. Great Lawyer. Creative, Knowledgeable, and professional."
Unknown Attorney | Jul 31
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Jul 12
Relationship: Worked together on matter
"I am honored to endorse this lawyer. David assisted me in drafting a complex irrevocable life insurance trust with diligence, concern for deadlines, attention to detail, extensive knowledge of applicable laws and regulations and technical skills, empathy and sound judgment. He is collegial as well as a fine professional."
Estate planning Attorney | Jul 08
Relationship: Fellow lawyer in community
"I have known David for a while and he has shown his excellent knowledge of estate planning and has proved himself an expert in the area."
Estate planning Attorney | Jul 03
Relationship: Fellow lawyer in community
"Mr. Shulman is very well versed in Estate Planning, Probate, and Tax laws. I would feel comfortable referring my clients to him."
Wills and living wills Attorney | Dec 01
Relationship: Friend
"I endorse this lawyer."
Estate planning Attorney | May 24
Relationship: Fellow lawyer in community
"I endorse this lawyer. Mr. Shulman is a smart and caring attorney who works closely with his clients to accomplish their goals."
Estate planning Attorney | May 22
Relationship: Fellow lawyer in community
"I have the pleasure of knowing David both professionally and personally. He has been generous with his time and knowledge in helping both his clients and other attorneys. David has an enviable ability to convey complex concepts in a straightforward manner. He is dedicated to his clients and extremely knowledgeable about estate planning. Any client would be fortunate to work with David and I endorse him without reservation."
Estate planning Attorney | Apr 28
Relationship: Worked together on matter
"David has done some high end estate planning for clients and knows the ins and out better than anyone. It was a pleasure referring him to my clients and I would do the same again."
Estate planning Attorney | May 20
Relationship: Worked together on matter
"I have consulted with David Shulman on numerous tax and estate planning matters. He has demonstrated excellent professionalism and competence."
Wills and living wills Attorney | Mar 29
Relationship: Fellow lawyer in community
"I hired David to do some work for me and he was excellent. I have full faith in his work and will gladly endorse him here and to anyone who asks."
View more endorsements
Personal injury
Intellectual property
Discrimination
Real estate
Chapter 7 bankruptcy
Workers compensation
Estate planning
Chapter 7 bankruptcy
Chapter 7 bankruptcy
General practice