David Richard Bennett

David Richard Bennett

5.0
Rating: 6.8

Licensed for 46 years

Trusts Lawyer at West Palm Beach, FL
Practice Areas: Trusts, Wills & Living Wills, Elder Law ... +2 more

1800 S Australian Ave Ste 300, West Palm Beach, FL

About David

Practice Areas

5

Practice Areas

Trusts 34%

Trust & Estate Planning and Litigation

34%
Wills and Living Wills 21%

Wills and will contest litigation

46 years

21%
Real Estate 17%

Real estate planning and transactions with emphasis on 1031 exchanges and other tax-deferred and exempt transactons

43 years

17%
Tax 10%

Income tax planning of estates & trusts

38 years

10%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in New York for 1 year

State: New York

Acquired: 2024

Currently Registered

Licensed in Florida for 44 years

State: Florida

Acquired: 1981

Member in Good Standing

Licensed in Pennsylvania for 45 years

State: Pennsylvania

Acquired: 1980

Active

Licensed in New Jersey for 46 years

State: New Jersey

Acquired: 1979

Active

Lawyer disciplined by state licensing authority in 1998

Location

David R. Bennett, Esq. & Associates, P.A

1800 S Australian Ave Ste 300, West Palm Beach, FL, 33409

Bennett & Associates

1650 Market Street, Suite 3600, Philadelphia, PA, 19103

Bennett & Associates

309 Fellowship Road, Suite 200, Mount Laurel, NJ, 08054

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David Richard Bennett's Reviews

Avvo Review Score

5.0 /5.0

5 Client Reviews

5 star (5)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Samuel | April 30, 2021 | Hired Attorney

This review is from a person who hired this attorney.

Family Lawyer

First legal relationship I ever had in 1986 with a new real estate investment and incorporating my company: since I have retained Counselor Bennett for estate planning with my parents, in-laws and my Personal family wills. He was at my wedding and my parents funerals: a family friend for 36 years!

Posted by Michael | April 20, 2021 | Hired Attorney

This review is from a person who hired this attorney.

A Talented and Versatile Attorney

It seems that I have known David forever. I have retained him over a number of years from time to time and been very happy with the results that he was able to obtain for me. My first experience with him as an attorney many years ago was when my father retained him to pursue a fire damage claim to... our family’s seashore summer house in New Jersey. In the offseason, workmen were renovating the interior of the house and, specifically, installing a new kitchen. After they had left for the weekend, a fire started in the house in the middle of the night and there was significant fire damage. David had the moxie to retain the retired Fire Marshall for the City of Philadelphia as an expert witness who confirmed David’s suspicion as to the cause and origin of the fire. Before they had left for the weekend, the workmen had decided to have a party in the living room to celebrate the end of the work week. Along with the empty beer cans, one of the workers inadvertently dropped a lit cigarette inside the living room couch to smolder for several hours resulting in the fire. In proving the origin and burn pattern of the fire, David was able to secure a sizable and unexpected settlement from the insurance carrier for the renovation company. The latest matter that David handled for me was the administration of the estate of my late mother who owned personal and real property in the States of New Jersey and Florida. His administration of the estate in those separate jurisdictions was seamless. His particular knowledge of New Jersey income tax procedure saved me tens of thousands of dollars that my accountant was prepared to have me hand over to the tax authorities in that State. Even when the Florida estate administration became complicated by the homeowners association action to foreclose on the Florida house for alleged non-payment of HOA fees, David was able to have that matter resolved and dismissed. He is quite a talent and I would highly recommend him to anyone.

Posted by Phil | April 16, 2021 | Hired Attorney

This review is from a person who hired this attorney.

My 'Go-To' Attorney in the Trusts & Estates Field

I am a CPA in the suburban Philadelphia are, and have known David personally for over 50 years and professionally for more than 30 years. If I have a particularly complex estate or trust matter which may or has included fiduciary litigation, income, gift or estate taxation, and has litigation betwee...n beneficiaries, creditors or as against the Internal Revenue Service, I have David on my speed dial. Ultimately, these matters are referred to him, and our office has retained him on any number of related files. Not only a good friend by his deeds, I once had to explain to my father that the reason we were good friends was that he was and is fearless, no matter the adversary in and out of business. So it was no surprise to me when he took on the fifth largest law firm at the time in Philadelphia and beat them representing a contestant in a will contest over a several million dollar estate even though his adversaries had the advantage financially and with a far more extensive staff at their disposal. I would enthusiastically recommend him to any potential client.

Posted by Janet | April 7, 2021 | Hired Attorney

This review is from a person who hired this attorney.

THANK GOD FOR DAVID

There are not enough words to express my deep appreciation for David's time and assistance. From our very first conversation, he assured me that he would do everything in his power to expedite this matter enabling me to receive funds long overdue from my aunt's estate. His professionalism, loyalty ...and truly handling my case on such a personal level certainly put my mind at ease knowing I was finally in the hands of a lawyer who chose this career to assist others and make a difference in their lives. Should the occasion arise, I would be pleased to recommend such a fine attorney.

Posted by Gary | April 5, 2021 | Hired Attorney

This review is from a person who hired this attorney.

THE BEST ATTORNEY I HAVE EVER WORKED WITH

David was my family's attorney for over twenty years. After I first me David through my father, a physician and President of our local hospital in New Jersey, I hired him for my projects in New Jersey and Florida. They included real estate, income tax planning and business formation and operation a...nd, ultimately, his representation of the estates of my father and mother prior to their death and their estate administrations. I was impressed with his skills and happy with the results. More recently, I retained David to represent my wife in New Jersey in a fifth attempt by her ex-husband to modify their divorce settlement in his favor. David successfully put an end to this long battle to the joy and relief of my wife. All the while, I witnessed David be involved in a multi-million dollar will contest in Philadelphia which he successfully won against a large law firm in that city.

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David Richard Bennett's Lawyer Endorsements

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Experience

Rating:  6.8 (Good)

Professional misconduct

This lawyer was disciplined by a state licensing authority in 1998.

Admonition issued in NJ, 1998

updated on 04/20/2021

An admonition means an attorney did something wrong but may still practice law. The Bar gives the lawyer an admonition in hopes that he or she will not repeat the behavior.

David’s comment:

“This circumstance occurred in 1996 when I was required at the last moment to assist a long-standing out-of-state corporate client when it faced a crisis moment involving multiple and significant legal issues. Two small matters in NJ that I had temporarily set aside were ultimately resolved on their own without prejudice to those clients. The admonition was reluctantly offered by the disciplinary board at the suggestion of our administrative judge. I accepted same to put the matter to rest.”

Associations

2005 - Present

Palm Beach County Bar Association

Attorney Member

2003 - Present

Palm Beach County Estate Planning Council

Member

Education

1979

New York Law School

Doctor of Jurisprudence/Juris Doctor

1975

University of Notre Dame

B.A. Economics & Accounting

Avvo Rating

Our Rating is calculated using information the lawyer has included on their profile in addition to the information we collect from state bar associations and other organizations that license legal professionals. Attorneys who claim their profiles and provide Avvo with more information tend to have a higher rating than those who do not.

What determines Avvo Rating?
  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
  • Legal thought leadership Publications, speaking engagements
  • Discipline
    This lawyer was disciplined by a state licensing authority in 1998
    Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
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