David Neufeld

David S. Neufeld brings over four decades of legal expertise, specializing in wealth planning. His practice areas include income tax, estate tax, state residency tax planning, asset protection, and the legal aspects of insurance and investment planning. He provides strategic advice to individuals and institutions, focusing on programs like private placement life insurance and captive insurance companies, which offer clients cost-effective risk mitigation and tax-efficient investment opportunities.

David is highly regarded for his consultation on complex tax scenarios, particularly when aggressive tax planning encounters challenges. He assists with Form 8886 filings and misfilings, tax audits, and tax litigation, and is frequently called upon as an expert witness in related civil cases.

In addition to his practice, David has held significant leadership roles. He is a past chair of the Insurance & Financial Planning Committee of the Real Property, Trust & Estate Section of the American Bar Association. In 2006, he was appointed Chairman of the Synergy Summit, a coalition of leaders from the ABA, AICPA, SFSP, NAELA, and NAEPC. The following year, he served as the ABA Advisor to the NCCUSL drafting committee for the "Uniform Insurable Interest in Trust" Law.