David Neufeld
Planning for your future while protecting your present
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.
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Probate
- Probate Administration, Probate Litigation, Will Contests
- Florida
- The Florida Bar
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- New Jersey
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- New York
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- Pennsylvania
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- Shareholder
- Flaster Greenberg
- Current
- Attorney-Advisor to Judge Jacobs
- United States Tax Court
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- 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
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- Duke University
- B.A. (1980) | Management Science & Accounting
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- Activities: Ice Hockey Club: President Acting
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- Advocacy Award
- New Jersey State Bar
- Pennsylvania State Bar # 322270
- Member
- Current
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- New Jersey State Bar
- Member
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- New York State Bar
- Member
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- American Bar Association: Real Property, Trust & Estate Section
- Various leadership positions, including *Chair: Insurance & Financial Planning Committee and *Co-Chair: Corporate Sponsorship Committee
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- The Florida Bar
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- Over 30 publications
- 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
