About

David Valente is a attorney in Boston, Massachusetts who presents comprehensive advice in tax and estate making plans, asset safety, business administration, unique needs making plans, and charitable making plans. With over 8 years of experience, David has a sturdy history in wealth control and offers a wide range of services to people, families, and small corporations.

David Valente specializes in various regions of law, inclusive of tax and estate planning, present and property tax return training, probate matters, asset protection, commercial enterprise management and succession, property and believe administration, unique needs making plans, and charitable making plans. Prior to turning into an attorney, David suggested households at a downtown wealth control organization on inventory choice making plans, retirement making plans, investment portfolio management, coverage analysis, charitable bequests, and earnings tax discount techniques.

Some of the offerings offered by way of David Valente encompass drafting simple and pour-over wills, revocable estate planning trusts, health care proxies, and durable powers of attorney. He also drafts asset safety trusts, self-settled and third party special needs trusts for disabled beneficiaries, and utilizes property freezing and leveraged gifting strategies which include Grantor Retained Annuity Trusts (GRATs) and Qualified Personal Residence Trusts (QPRTs).

In addition, David assists clients in forming enterprise entities, together with S-businesses and restrained legal responsibility companies, and drafts shareholder agreements, buy-sell agreements, and company bylaws. He additionally provides international property planning offerings for non-U.S. citizens and everlasting U.S. residents, and prepares various trusts consisting of 2503(c) trusts, Qualified Domestic Trusts (QDOTs), Irrevocable Life Insurance Trusts, and IRA conduit trusts.

David Valente is likewise experienced in making ready federal present tax returns, federal and Massachusetts estate tax returns, dealing with probate lawsuits, and structuring low hobby loans to GSTT Trusts to maximise wealth switch. He advises clients on charitable topics, drafts personal charitable foundations, and prepares Forms 1023 to attain tax-exempt status.

Legal Issues

Estate Planning

Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills

Probate

Probate Administration

Business Law

Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes

Certificates

Certified Financial Planner
CFP Board

Languages

Accepted Jurisdictions

Experience

Education

Associations

Costs

• Free Consultancy Service
• Payment With Credit Card

Location