David M. Halpen

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David M. Halpen: Attorney with Cummings & Lockwood LLC

Biography

David M. Halpen is Counsel in the Palm Beach Gardens office of Cummings & Lockwood. David has over twenty years of broad-based legal experience in trusts and estates planning, estate settlement, trust administration, business succession planning, and U.S. and international tax planning for a variety of high net worth clients.

Prior to joining Cummings & Lockwood, he was a shareholder with Dunwody, White & Landon in their Naples and Palm Beach Offices.

Professional Recognition

•The Best Lawyers in America (Tax Law and Trust and Estates), 2013 - present
•The Best Lawyers in America, Lawyer of the Year, Trusts & Estates, West Palm Beach, 2023

Articles/Publications

•'Estate and Probate Planning for Snow Birds and Florida Residents', 22nd Annual Midwest Estate, Tax and Business Planning Institute, 1995

News & Press Releases

•Palm Beach Gardens Office - 2023 Best Lawyers in America and Ones to Watch
•35 Cummings & Lockwood Attorneys in Connecticut and Florida Have Been Named Among The Best Lawyers in America for 2021, 2 Attorneys Received Lawyer of the Year Awards and 8 Attorneys Have Been Identified as the Ones to Watch
• 34 Cummings & Lockwood Attorneys in Connecticut and Florida Named Among The Best Lawyers in America for 2020
• Cummings & Lockwood Attorneys in Connecticut and Florida Named 2019 Best Lawyers in America
• Cummings & Lockwood Announces the Promotion of David M. Halpen to Principal-in-Charge of the Palm Beach Gardens Office
• 32 Cummings & Lockwood LLC Attorneys Named to 2018 Best Lawyers List
• 21 Cummings & Lockwood Attorneys in Connecticut and Florida Named 2017 Best Lawyers in America
• Cummings & Lockwood Announces the Addition of David M. Halpen to Its Private Clients Group in Palm Beach Gardens, Florida

for Contracts, University of Florida College of Law, 1992-1994. Graduate Assistant, University of Florida College of Law, 1993-1994. Author: "Estate and Probate Planning for "Snow Birds" and Florida Residents," 22nd Annual Midwest Estate, Tax and Business Planning Institute, 1995. Member: Palm Beach County and American (Member, Taxation and Real Property, Probate and Trust Law Sections) Bar Associations; The Florida Bar (Member, Taxation and Real Property, Probate and Trust Law Sections).

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Areas of Practice (11)

  • Private Clients Group
  • Wills, Trusts and Estate Planning
  • Probate and Estate Administration
  • Fiduciary and Trustee Services
  • Philanthropic Giving
  • International Estate and Tax Planning
  • Business Succession Planning
  • National Charitable Planning Group
  • Estate Planning for Collectors, Authors, Artists and Musicians
  • Tax Controversy and Litigation
  • Family Office and Closely Held Business Group

Education & Credentials

University Attended:
Leiden University, The Netherlands, Certificate, International Tax Law, 1992; Paris Institute of International Law, Certificate, International Law, 1992; University of Florida, B.A., Criminology, 1990
Law School Attended:
University of Florida, Levin College of Law, J.D., with honors, 1993; University of Florida, Levin College of Law, LL.M., Taxation, 1994
Year of First Admission:
1993
Admission:
1993, Florida; United States District Court, Middle District of Florida; United States Tax Court
Memberships:

Professional Organizations

•Florida Bar Association, Taxation and Real Property, Probate and Trust Law Sections, Member
•American Bar Association, Taxation and Real Property, Probate and Trust Law Sections, Member
•Palm Beach County Bar Association, Taxation and Real Property, Probate and Trust Law Sections, Member
•North Palm Beach County and Martin County Estate Planning Counsel, Member

Birth Information:
Hartford, Connecticut, March 18, 1968
ISLN:
909627476

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Location

Contact David M. Halpen

Contact Information:

239-430-3366  Fax

www.cl-law.com/professionals/david-m-halpen

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