David Neufeld

David Neufeld

Planning for your future while protecting your present
  • Tax Law, Estate Planning, Probate
  • New Jersey, New York, Pennsylvania
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Summary

David S. Neufeld has practiced law for over 30 years, advising individuals on sophisticated wealth planning (encompassing income tax, estate tax, state residency tax planning, asset protection, and the legal aspects of insurance and investment planning) and fiduciary due diligence. He also advises insurance and wealth management institutions on programs, including “private placement life insurance” and captive insurance companies, that deliver to their clients cost-efficient risk mitigation along with tax-efficient investment opportunities. In addition, David is highly sought after to consult with taxpayers and their legal and accounting advisors on “aggressive tax planning gone bad,” including Form 8886 filings (and misfilings), resulting tax audits and tax litigation as well as an expert witness in the consequential civil litigation.

David is past chair of the Insurance & Financial Planning Committee of the Real Property, Trust & Estate (RPTE) Section of the American Bar Association among other leadership positions within the ABA. In 2006 David became Chairman of the Synergy Summit, a leadership organization whose members include the top leaders from within the ABA, AICPA, SFSP, NAELA and NAEPC, among others. In 2007 David was appointed ABA Advisor to the NCCUSL drafting committee for the “Uniform Insurable Interest in Trust” Law.

Education
New York University School of Law
LL.M. (1984) | Taxation
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New York Law School
J.D. (1983) | Law
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Honors: cum laude
Duke University
B.A. (1980) | Management Science & Accounting
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Activities: Ice Hockey Club: President Acting
Professional Experience
Attorney-Advisor to Judge Jacobs
United States Tax Court
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Publications
Articles & Publications
Over 30 publications
Speaking Engagements
2018 Tax Reform Series, Part III: Trusts & Estates Planning Post Tax Reform, 2018 Tax Reform Series, Cherry Hill, NJ
Flaster Greenberg PC
The Tax Cuts and Jobs Act of 2017 dramatically changed the landscape of estate planning for business owners and their advisors. This seminar will focus on: Planning in an uncertain tax environment Building flexibility into existing and new estate plans Thinking inside and outside the box Understanding tax treatment and consequences of sophisticated estate planning techniques Balancing income tax with the estate tax When to take advantage of tax elections
All over the world--too numerous to list
Awards
Advocacy Award
New Jersey State Bar
Professional Associations
Pennsylvania State Bar # 322270
Member
Current
New Jersey State Bar
Member
Current
New York State Bar
Member
Current
American Bar Association: Real Property, Trust & Estate Section
Various leadership positions, including *Chair: Insurance & Financial Planning Committee and *Co-Chair: Corporate Sponsorship Committee
Current
Jurisdictions Admitted to Practice
New Jersey
New York
Pennsylvania
Practice Areas
  • Tax Law
  • Estate Planning
  • Probate
Social Media
Websites & Blogs
Website
Flaster Greenberg PC
Blog
Tax/Trusts & Estates Law Blog
Contact & Map
Flaster Greenberg PC - Princeton, NJ Office
791 Alexander Road
Princeton, NJ 08540
USA
Flaster Greenberg PC - Cherry Hill, NJ Office
1810 Chapel Ave West
Cherry Hill, NJ 08002
USA
Telephone: (856) 661-2266