David Shulman

David Shulman

Estate planning, tax, and probate attorney, with IRS experience and masters in law (LLM).

Miami/Fort Lauderdale Area

Current
  • Attorney at Law Offices of David A. Shulman, PL
Past
Education
  • University of Miami School of Law
  • The George Washington University Law School
  • Brandeis University
  • South Plantation High School
Connections
254 connections
Industry
Law Practice
Websites

David Shulman’s Summary

I am a solo practitioner located in Fort Lauderdale, Florida, but am able to meet clients throughout the South Florida area, and depending on the circumstances, throughout the state. My practice is dedicated solely to estate planning and administration, tax planning, and asset protection.

My prior work experience was with the Internal Revenue Service in Washington, DC, where I drafted regulations, revenue rulings, revenue procedures, and private letter rulings. In addition, I have worked in a large South Florida firm, where I drafted numerous, wills, trusts, family limited partnerships, and other estate planning documents.

I believe that in the coming years that clients are going to expect their attorneys to provide them with legal services better, faster, and cheaper, and that the proper use of technology in the law office is the best way to serve our clients.

David Shulman’s Specialties:

Estate Planning, Probate, Retirement Planning, Asset Protection, Tax Planning, Charitable Planning


David Shulman’s Experience

  • Attorney

    Law Offices of David A. Shulman, PL

    (Law Practice industry)

    February 2009Present (10 months)

    My practice is dedicated solely to estate planning and administration, tax planning, and asset protection. As a solo practitioner, I can provide my clients with a high quality of service, and personalized attention. Because my overhead is less than a large firm, I can provide these services to my clients at a lower cost than larger firms.

  • Attorney

    Greenspoon Marder, P.A.

    (Privately Held; Law Practice industry)

    May 2006February 2009 (2 years 10 months)

    Trust and Estates attorney.

  • Attorney Advisor

    Internal Revenue Service

    (Government Agency; Government Administration industry)

    19982005 (7 years )

    While at the IRS, I worked in the office of Passthroughs and Special Industries. There, I drafted private letter rulings, revenue rulings, regulations, and revenue procedures concerning the income taxation of partnerships, S corporations, and trusts. I drafted Notices and other legal documents aiding in the IRS's crackdown on illegal and abusive tax shelters.


David Shulman’s Education

  • University of Miami School of Law

    LLM , Estate Planning , 20052006

  • The George Washington University Law School

    JD , Law , 19951998

  • Brandeis University

    BA , Politics, American Studies , 19911995

    Activities and Societies:
    Sigma Alpha Mu
  • South Plantation High School

    High School Diploma , 19881991

    Activities and Societies:
    Debate
    Journalism (Sword and Shield Newspaper, Entertainment Editor)

Additional Information

David Shulman’s Websites:

David Shulman’s Interests:

Technology, Macs, Travel, Photography, Writing, Blogging, Food and Wine, Sushi, Social Media

David Shulman’s Groups:

American Bar Association
BNI Broward Executives Chapter
Broward County Bar Associations

  •    Sigma Alpha Mu
  •    RE:FOCUS ON CAREERS
  •    Brandeis University Alumni Association
  •    Legal Blogging
  •    Brandeis University Alumni Lawyers
  •    TivoCommunity
  •    Solo Attorney Practitioner's Forum
  •    Solosez Friends Legal Marketing for Solo Attorneys
  •    Brandeis University Alumni Networking Group
  •    ABA Young Lawyers Division
  •    Estate Planner Legal Network
  •    George Washington University Law School Alumni
  •    George Washington Law Alumni Association
  •    Broward County Bar Association
  •    Probate Lawyers
  •    Estate Planning
  •    LEGALTECH
  •    Greater Fort Lauderdale Chamber of Commerce
  •    Greater South Florida Estate Planning Professionals
  •    Lawyers & Legal Professionals using JD Supra
  •    FLORIDA: Attorneys, Business Owners & CPA's Networking ABC
  •    BNI Executives -- Fort Lauderdale, Florida
  •    TheLegalConnection
  •    Broward County Bar Association Solo/Small Law Firm Networking Group
  •    Financial Self-Defense
  •    Florida Lawyers Network

David Shulman’s Honors:

IRS Chief Counsel Team Award


David Shulman’s Contact Settings

Interested In:

  • career opportunities
  • consulting offers
  • new ventures
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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