overview
David Raymon focuses his practice on estate planning, estate and trust administration, and the various 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 uniquely qualified to advise his clients on the tax and non-tax aspects of trusts and estates.
Clients look to Dave to help organize their estates to provide for the smooth and tax-efficient transfer of assets while minimizing exposure to creditors. He counsels 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. Dave also represents clients in fiduciary litigation including will contests and fiduciary duty actions.
education
J.D., Suffolk University Law School, 2008
B.B.A., Emory University Goizueta Business School, 2003
admissions
Massachusetts
Rhode Island
Certified Public Accountant
honors & awards
Massachusetts Rising Stars (2016-2018)
experience
Dave is experienced in assisting clients with planning for estate, gift, generation-skipping and income taxes as well as with wealth preservation, business succession and charitable giving. He represents clients in the administration of estates and trusts. In addition, Dave represents individuals and fiduciaries in all aspects of probate and trust related litigation including will contests and breach of fiduciary duty actions.
Prior to joining Burns & Levinson LLP in 2015, Dave worked in the trusts and estates departments of Locke Lord LLP (formerly Edwards Wildman LLP and Edwards Angell Palmer and Dodge LLP) and Partridge Snow & Hahn LLP.
articles
Contributing author, 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
“Supreme Court Rules Inherited IRAs Available to Creditors in Bankruptcy,” Partridge Snow & Hahn LLP Take Note E-Alert, June 2014
“The New Federal Estate Tax Law – Permanent?” Partridge Snow & Hahn LLP Take Note E-Alert, April 2013
speaking engagements
“Checklist for Family Business Succession Planning,” Panelist, MCLE webcast, February 2022
“Build Your Nominee Trust Knowledge,” Webinar Speaker, The Real Estate Bar Association of Massachusetts, June 2021
“Divorce and the Marital Home: Prenuptial/Postnuptial Real Estate Planning,” Webinar Speaker, The Real Estate Bar Association of Massachusetts, June 2021
“Protecting Real Estate (and other assets) in Marriage & Divorce Using Trusts,” Webinar Speaker, The Real Estate Bar Association of Massachusetts, May 2021
“Financial Exploitation & Undue Influence Issues Affecting Real Estate Conveyancing,” Webinar Speaker, The Real Estate Bar Association of Massachusetts, April 2021
“For The Record: Common Estate Planning Mistakes,” Featured Guest, Radio Entrepreneurs, March 2020
“Understanding and Using Trusts,” Speaker, MCLE Webcast, October 2016
“The Dos and Don’ts of Asset Division and Estate Planning Pre- and Post-Divorce,” Divorce Meet-Up, April 2016
“When A.R.T. is the Issue: The Impact of Assisted Reproductive Technologies on Estates and Probate,” Speaker, Boston Bar Association Luncheon, November 2015
“Trusts & Estates Year in Review,” Speaker, Boston Bar Association Seminar, June 2014
“Estate Planning 101: The Basics,” Speaker, Newport County Chamber of Commerce Seminar, March 2014
“Estate and Gift Tax Planning With or Without New Legislation,” Speaker, Rhode Island Society of Certified Public Accountants Seminar, November 2012