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David Richard Bennett

Trusts Attorney at West Palm Beach, FL

5.0   5 reviews
  • State Years
    Florida - FL 42 years
    Pennsylvania - PA 43 years
    New Jersey - NJ 44 years
  • Licensed for 42 years
    State FL
    Acquired 1981
    Status
    Member in Good Standing
  • Licensed for 43 years
    State PA
    Acquired 1980
    Status
    Active
  • Licensed for 44 years
    State NJ
    Acquired 1979
    Status
    Active Lawyer disciplined by state licensing authority in 1998

About David

Learn David’s areas of practice.

5
Practice areas
  1. Trusts
    34%
    Trust & Estate Planning and Litigation

  2. Wills and living wills
    21%
    Wills and will contest litigation

    44 years

  3. Elder law
    18%

  4. Real estate
    17%
    Real estate planning and transactions with emphasis on 1031 exchanges and other tax-deferred and exempt transactons

    41 years

  5. Tax
    10%
    Income tax planning of estates & trusts

    36 years

Location

David R. Bennett, Esq. & Associates, P.A
1800 S Australian Ave Ste 300
1800 S Australian Ave
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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Reviews

5.0 / 5.0
  5 customer reviews
5 Star
 
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Posted by Samuel | April 30, 2021
This review is from a person who hired this attorney.
| Hired 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
This review is from a person who hired this attorney.
| Hired 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.
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Posted by Phil | April 16, 2021
This review is from a person who hired this attorney.
| Hired 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 between 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.
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Posted by Janet | April 7, 2021
This review is from a person who hired this attorney.
| Hired 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.
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Posted by Gary | April 5, 2021
This review is from a person who hired this attorney.
| Hired 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 and, 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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AVVO 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.”

Education

  • New York Law School
  • Doctor of Jurisprudence/Juris Doctor
  • 1979
  • University of Notre Dame
  • B.A. Economics & Accounting
  • 1975

Associations

  • Palm Beach County Bar Association
  • Attorney Member
  • 2005 - Present
  • Palm Beach County Estate Planning Council
  • Member
  • 2003 - Present

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West Palm Beach Trusts Lawyer David Richard Bennett
David Richard Bennett
Trusts Attorney
West Palm Beach, FL
Licensed for 44 years
This lawyer was disciplined by a state licensing authority in 1998. See details