David Raymon is an attorney in the firm’s Private Client and Trusts & Estates Groups. Dave is a JD/CPA, which has equipped him with a unique skill set that he uses to advise clients on tax and non-tax aspects of their estate planning, fiduciary duty actions, and other probate and trust-related controversies. Clients appreciate Dave's perspective on legal issues, which often include a very personal component, and his guidance in evaluating options.
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.
Speaking Engagements
"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
Articles & Publications
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
