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Cummings & Lockwood LLCCounsel
David M. Halpen
Pro

David M. Halpen

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3001 PGA Boulevard, Suite 104, Palm Beach Gardens, FL 33408

Private Clients Group, Wills, Trusts and Estate Planning, Probate and Estate Administration and 8 more

About David M. Halpen

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

 

David M. Halpen (Palm Beach Gardens, Florida) View website

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Services

Areas of Law

  • Other 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

Experience

  • Bar Admission & Memberships
    Admissions
    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

    Bar Fellowship
    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).
  • Education & Certifications
    Law School
    University of Florida, Levin College of Law
    Class of 1993
    J.D.
    with honors

    University of Florida, Levin College of Law
    Class of 1994
    LL.M.
    Taxation
    Other Education
    Leiden University, The Netherlands
    Class of 1992
    Certificate
    International Tax Law

    Paris Institute of International Law
    Class of 1992
    Certificate
    International Law

    University of Florida
    Class of 1990
    B.A.
    Criminology
  • Personal Details & History
    Age
    Born in 1968
    Hartford, Connecticut, March 18, 1968

Contact David M. Halpen

Counsel at Cummings & Lockwood LLC
Not yet reviewed

Seacoast Banking Centre3001 PGA Boulevard, Suite 104Palm Beach Gardens, FL 33408U.S.A.

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Fax: 239.430.3366

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Attorneys FAQs

  • Is this attorney admitted to practice in any U.S. Federal Courts?
    David M. Halpen is admitted to practice before the United States District Court for the Middle District of Florida and United States Tax Court.
  • How many attorneys are in this law firm?
    Cummings & Lockwood LLC has 75 attorneys at this location.
  • What law school did this attorney attend?
    David M. Halpen attended University of Florida, Levin College of Law and University of Florida, Levin College of Law.
  • What year was this attorney's law firm established?
    Cummings & Lockwood LLC was established in 1909.
  • Is this attorney listed in the Bar Register of Preeminent Lawyers?
    David M. Halpen is listed in the Banking Law, Business Law, Commercial Litigation, Corporate Law, Real Estate Law, Trusts and Estates and Wills and Probate section of the Bar Register of Preeminent Lawyers.

Attorney information displayed in this FAQ section is based upon information the lawyer has included on their profile, in addition to the information we collect from state bar associations and other organizations that license legal professionals.

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