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.
Education and Credentials
Education
- Suffolk University Law School, J.D., 2008
- Emory University, Goizueta Business School, B.B.A., 2003
Admissions
- Commonwealth of Massachusetts
- State of Rhode Island
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
No aspect of this advertisement has been approved by the highest court of any state. Prior results do not guarantee a similar outcome. See Awards Methodology.
Recognitions
Selected to the list of Massachusetts Super Lawyers Rising Stars (Thomson Reuters), Estate Planning and Probate, 2016-2018
In The Media
Speaking Engagements
- Using SLATs & SLANTs for Flexibility in Estate Planning, November 14, 2024
- Checklist for Family Business Succession Planning, February 2022
- Build Your Nominee Trust Knowledge, June 2021
- Divorce and the Marital Home: Prenuptial/Postnuptial Real Estate Planning, June 2021
- Protecting Real Estate (and other assets) in Marriage and Divorce Using Trusts, May 2021
- Financial Exploitation and Undue Influence Issues Affecting Real Estate Conveyancing, April 2021
- Understanding and Using Trusts, October 2016
- The Dos and Don'ts of Asset Division and Estate Planning Pre- and Post-Divorce, April 2016
- When A.R.T. is the Issue: The Impact of Assisted Reproductive Technologies on Estates and Probate, Boston Bar Association Luncheon, November 2015
- Trusts and Estates Year in Review, June 2014
- Estate Planning 101: The Basics, March 2014
- Estate and Gift Tax Planning With or Without New Legislation, Rhode Island Society of Certified Public Accounts Seminar, November 2012
Media Mentions
- New Associations, Massachusetts Lawyers Weekly, July 7, 2023
- Day Pitney Adds 4 Ex-Burns & Levinson Attys in Boston, Law360, June 5, 2023
- For The Record: Common Estate Planning Mistakes, Radio Entrepreneurs, March 2020
Publications
- MCLE Practical Guide to Estate Planning in Rhode Island, 2015
- Make a New Year's Resolution to Review Your Estate Plan, Newport County Chamber of Commerce Business Journal, Winter 2014