David Neufeld

David S. Neufeld has practiced law for over 40 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.

New York University School of Law

LL.M. (1984) | Taxation

1983 - 1984

New York Law School

J.D. (1983) | Law

1980 - 1983

Honors: cum laude

Duke University

B.A. (1980) | Management Science & Accounting

1975 - 1980

Activities: Ice Hockey Club: President Acting

Shareholder

Flaster Greenberg

Current

Attorney-Advisor to Judge Jacobs

United States Tax Court

1984 - 1986

Over 30 publications

2018 Tax Reform Series, Part III: Trusts & Estates Planning Post Tax Reform, 2018 Tax Reform Series, Cherry Hill, NJ

June 14, 2018

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

Advocacy Award

New Jersey State Bar

1997

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

The Florida Bar

Current

Florida

The Florida Bar

Since 2017

New Jersey

Since 1994

New York

Since 1983

Pennsylvania

Since 2016