Overview
Insights
News
Education and Credentials
Recognition and Community
Overview
David "Dave" Raymon focuses his practice on estate planning, estate and trust administration, and issues that arise in the context of trusts and estates. He assists families with estate settlement, guides them through estate and trust related disputes, and serves as independent trustee. As an attorney and certified public accountant (CPA), Dave is able to advise his clients on the tax and non-tax aspects of trusts and estates.
Dave helps clients organize their estates to provide for the smooth and tax-efficient transfer of assets while minimizing exposure to creditors. He counsels clients on complex gifting transactions, charitable giving, business succession planning, and the establishment of multi-generational trusts. As independent trustee, Dave helps manage and preserve family wealth. He also represents clients in fiduciary litigation including will contests and fiduciary duty actions.
Insights
Speaker, November 15, 2024, Webinar hosted by Boston Bar Association
Using SLATs & SLANTs for Flexibility in Estate Planning
Speaker, November 14, 2024, MCLE New England
Checklist for Family Business Succession Planning
Panelist, February 2022, MCLE Webcast
Build Your Nominee Trust Knowledge
Speaker, June 2021, The Real Estate Bar Association of Massachusetts
Divorce and the Marital Home: Prenuptial/Postnuptial Real Estate Planning
Speaker, June 2021, The Real Estate Bar Association of Massachusetts
News
Mentioned, November 29, 2023, Day Pitney Press Release
Featured, July 7, 2023, Massachusetts Lawyers Weekly
Featured, June 5, 2023, Law360
Featured, June 1, 2023, Day Pitney Press Release
For The Record: Common Estate Planning Mistakes
Featured, March 2020, Radio Entrepreneurs
Education and Credentials
Education
Suffolk University Law School, J.D., 2008
Emory University, Goizueta Business School, B.B.A., 2003
Admissions
State of Rhode Island
Commonwealth of Massachusetts
Affiliations
Boston Estate Planning Council, Sponsorship Committee, Chair
The Boston Foundation, Professional Advisors Committee
Real Estate Bar Association, Board Member, Probate and Trust Section, Chair
Recognition and Community
Recognition
No aspect of these advertisements has been approved by the highest court of any state. See Awards Methodology.
Selected to the list of Massachusetts Super Lawyers Rising Stars (Thomson Reuters), Estate Planning and Probate, 2016-2018