We have not found any cost information for this lawyer
David A. Shulman
About David
Biography
My practice, located in South Florida, is solely dedicated to estate planning and probate administration, guardianships, and tax planning.
Practice Areas
3
Practice Areas
Estate Planning
50%
21 years | 500 cases
Probate
25%
21 years | 50 cases
Tax
25%
27 years | 500 cases
Fees and Rates
Looking for an attorney? Avvo can help.
Search our directory
Quickly connect with top attorneys through our legal directory to get help with your legal issue.
Avvo's live chat agents can help coordinate a consultation with a local attorney.
Chat with a live agent who can match you with the right attorney for your legal needs.
Chat withLicenses
Licensed in Florida for 27 years
State: Florida
Acquired: 1998
No misconduct found
Location
Ginsberg Shulman, PL
401 E. Las Olas, Blvd, Suite 1400, Fort Lauderdale, FL, 33301
Gallery
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
David A. Shulman's Reviews
Showing 1 - 1 of 1 client review from Avvo
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 mis...
David A. Shulman's Lawyer Endorsements
"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."
"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."
"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."
"I endorse this lawyer."
"I endorse this lawyer."
"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."
"David is a good lawyer and he knows his barbacue!"
"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!"
"I endorse this lawyer."
"I endorse this lawyer. Great Lawyer. Creative, Knowledgeable, and professional."
"I endorse this lawyer."
"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."
"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."
"Mr. Shulman is very well versed in Estate Planning, Probate, and Tax laws. I would feel comfortable referring my clients to him."
"I endorse this lawyer."
"I endorse this lawyer. Mr. Shulman is a smart and caring attorney who works closely with his clients to accomplish their goals."
"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."
"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."
"I have consulted with David Shulman on numerous tax and estate planning matters. He has demonstrated excellent professionalism and competence."
"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."
Veronica Robinson
Family lawyer
Spencer Aronfeld
Personal injury lawyer
Jacqueline Tadros
Intellectual property lawyer
Daniel Terner
Elder law lawyer
Glenn Mednick
Probate lawyer
Gerald Donnini
Tax lawyer
Thomas Crane
Discrimination lawyer
Sabra Sasson
Real estate lawyer
Jeffrey Solomon
Chapter 7 bankruptcy lawyer
Evan Ostfeld
Workers compensation lawyer
Jennifer Waterway
Family lawyer
Vincent Schindeler
Litigation lawyer
Christopher Berry
Estate planning lawyer
Ofer Shmucher
Chapter 7 bankruptcy lawyer
Daniel Fleischer
Probate lawyer
Katie Jay
Chapter 7 bankruptcy lawyer
Daniel Rose
General practice lawyer
Martin Cohen
Elder law lawyer
Experience
Honors
2014
Board Certified - Wills, Trusts & Estates, Florida Bar
2013
Rising Star, Super Lawyers Magazine
2011
Nominated - Top 25 Estate Planning Blog, LexisNexis
2011
Winner - Top 25 Wills, Trusts, and Estates Blogs, LexisNexis
2010
Glass Leadership Institute, Anti Defamation League
2010
Horizon Leadership Class, Jewish Federation of Broward County
2000
Chief Counsel Team Award, Internal Revenue Service
Work Experience
2013 - Present
Partner, Ginsberg Shulman, PL
2009 - 2013
Attorney, Law Office of David A. Shulman, PL
2006 - 2009
Attorney, Greenspoon Marder, PA
1998 - 2005
Attorney-Advisor, Internal Revenue Service
Associations
2014 - Present
Florida Bar, Florida Probate Rules CommitteeMembers
2014 - Present
Jewish Federation Broward CountyJoint Tax Seminar Planning Committee Member
2014 - Present
Jewish Community Foundation of Broward County Professional Advisory CommitteeVice Chair
2013 - Present
BNI PinnacleEducation Coordinator
2012 - Present
Uniform Law Commission, Fiduciary Access to Digital Assets CommitteeAmerican Bar Association Section Adviser
2011 - Present
American Friends of Hebrew University Southern RegionBoard of Directors
2011 - Present
AntiDefamation League - Florida, Law Enforcement CommitteeMember
2009 - Present
American Bar Association, General Practice, Solo and Small Firm DivisionMember
2009 - Present
Greater Ft. Lauderdale Estate Planning CouncilMember
2005 - Present
American Bar Association, Real Property, Trust and Estate Law SectionMember
2005 - Present
Florida Bar, Real Property, Probate and Trust Law SectionMember
2005 - Present
Florida Bar, Tax SectionMember
2005 - Present
Broward County Bar AssociationMember
1998 - Present
American Bar Association, Taxation SectionMember
1998 - Present
American Bar AssociationMember
1998 - Present
Florida BarMember
2013 - 2014
American Bar Association, General Practice, Solo and Small Firm Division, Taxation CommitteeMember
2013 - 2014
American Bar Association, General Practice, Solo and Small Firm Division, Estate Planning, Probate & Trust CommitteeMember
2012 - 2013
American Bar AssociationGpSolo e-Report SubCommitee Member
2010 - 2011
Anti Defamation League Glass Leadership InstituteLeadership Member
2010 - 2011
Jewish Federation of Broward County Horizons Leadership InstituteLeadership Member
2010 - 2012
BNI ExecutivesSecretary/Treasurer
Sample of Legal Cases
Estate Planning
Save estate taxes.
Education
2006
University of Miami School of Law
LL.M - Master of Laws
1998
George Washington University National Law Center
JD - Juris Doctor
1995
Brandeis University
BA - Bachelor of Arts
Speaking Engagements
2015
Jewish Federation of Broward County Professional Advisory Committee
Fiduciary Access to Digital Assets
2014
Probate and Pumpernickel
Fiduciary Access to Digital Assets
2011
Rocketlawyer Podcast
Estate Planning for Real Estate
2011
Estate Planning for Digital Assets and Online Accounts
Estate Planning for Digital Assets and Online Accounts
2010
BNI Executives
Estate Planning and Probate for Non-Taxes
2009
BNI Executives
The Future of the Estate Tax
2003
American Bar Association Midyear Tax Meeting
Rev. Proc. 2003-48, 2003-84
Publications
2011
Strafford Publications
Estate Planning for Digital Assets and Online Accounts - Program Materials
2005
2004
IRS Publications
Notice 2004-67
2003
2003
IRS Publication
Rev. Proc. 2003-48
2003
IRS Proposed Regulations
Proposed Regulations 1.6031(a)-1
2003
IRS Publications
Rev. Proc. 2003-84
2002
IRS Publications
Rev. Proc. 2002-68
2002
IRS Publications
Rev. Proc. 2002-16
2001
IRS Publications
Notice 2001-51
2000
IRS Publications
Notice 2000-44
2000
IRS Announcements
Announcement 2000-55
Languages
English
Activity
Legal Answers
Legal Answers
Q&A
My home is in a revocable trust. what document will assure that my new spouse will own the home when I die?
17 Feb 2017
Q&A
Are life insurance proceeds payable to a trust created in my will subject to creditor claims in Florida?
09 Aug 2011
Q&A
Owe doc stamps on the deed when transferring real property to a living trust?
17 Mar 2010