ARI DAVID

Ari began his professional career as an aspiring entrepreneur and small business owner. While wading through complex tax and legal matters, Ari realized the need for solid, common sense, accessible tax and legal advice. His legal practice focuses on filling this need.

Ari counsels clients on an array of estate planning and business matters. He emphasizes smart tax planning. Ari is knowledgeable about the tax consequences of a variety of estate planning measures, as well as methods to delay or lessen tax burdens. Ari also provides comprehensive advice to clients regarding the formation and operation of business entities, asset protection strategies, and business succession planning.

Ari has also served as a research attorney, focusing in the areas of partnership, corporate and estate taxation, with many case samples published as part of an industry portfolio. Ari holds a Juris Doctor from Suffolk University Law School in Boston and a BA in communications from National University.

Estate Planning & Administration

·   Revocable Trusts

·   Wills

·   Financial Powers of Attorney

·   Health Care Powers of Attorney (Advance Health Care Directives)

·   Nominations of Guardians for Minor Children

·   Charitable Giving Strategies

·   Irrevocable Life Insurance Trusts (ILIT)

·   Qualified Personal Residence Trusts (QPRT)

·   Charitable Lead Trusts

·   Charitable Remainder Trusts

·   Trust administration

Tax Representation

·   Advanced Estate Tax Planning

·   Cancellation of Debt

·   Distressed Property

·   1031 Exchange Strategies

·   1042 Exchange Strategies

·   Deferred Compensation

·   IRS Controversy & Audit

Business Planning

·   Entity Formation (choice of Entity)

·   Asset Protection

·   Succession Planning

·   Business Sales and Mergers

·   Outside General Counsel

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