David Valente Email & Phone Number
Estate Planning Attorney at Shipman and Goodwin LLP @ Shipman & Goodwin LLP
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David Valente Location
- Boston, MA, US
David Valente Work
- 2025 - now Estate Planning Attorney at Shipman and Goodwin LLP @
- 2018 - 2025 Estate Planning Attorney @ Tarlow Breed Hart & Rodgers, P.C.
- 2017 - 2022 Vice-Chair, IRA Accounts and Plan Distribution Committee (Sept. 2017-Aug. 2022) @ American Bar Association
- 2015 - 2018 Estate Planning Attorney @
- 2012 - 2015 Estate Planning Attorney @
- 2010 - 2012 Estate Planning Attorney @
- 2009 - 2010 Estate Planning and Elder Law Attorney @
- 2003 - 2008 Estate and Financial Planner (CFP) @
- 2002 - 2003 Financial Advisor @
David Valente Education
- Boston University School of Law
Master of Laws (LL.M.) (Taxation)
2012 - 2016 - Suffolk University - Sawyer School of Management
Master's Degree (Taxation)
2011 - 2014 - Suffolk University Law School
JD (law, estate planning)
2004 - 2008 - Boston College
BS (Finance & Computer Science)
1997 - 2001
David Valente Skills
- Accounting
- Downtown
- Capital
- Financial Planners
- Elimination
- Estate Law
- Retirement
- Reports
- Letters
- Gift Tax
- LLC
- Net
- Arrangements
- Bar
- Trusts
- Allocations
- Charismatic
- Strategy
- Communication
- Designations
- Allegiance
- Special Needs Planning
- Portfolio Management
- Deferred Compensation
- Estate Planning
- Family Law
- Probation
- Strategic Financial Planning
- C
- CPA
- Investments
- Backgrounds
- Revenue
- Direct Experience
- Lake Homes
- Boston
- Emissions Trading
- Asset Protection
- Operations
- Legal
- Customer Service
- Probate
- Payments
- Financial Services
- Litigation
- Tax Planning
- Legal Research
- Titling
- Interviews
- Wealth
- P&l
- Retirement Planning
- Microsoft Excel
- Succinct
- Tax
- Project Planning
- Cash Flow Forecasting
- Wealth Management
- Securities
- Debate
- Responsibility
- Estate Administration
- Revocable Trusts
- Special Needs Trusts
- Deloitte
- Warrants
- Mutual Funds
- Convenience
- Research
- Employee Benefits
- Legal Writing
- Management
- Wills
- Harvesting
- Long Term Care
- Spectrum
- Consideration
- Complexity
- Taxations
- Concepts
- Dispensing
- Estate Tax Planning
- Values
- Fashion
- Life Insurance
- Elder Law
- Analysis
David Valente Summary
- David Valente, based in Boston, MA, US, is currently a Estate Planning Attorney at Shipman and Goodwin LLP at Shipman & Goodwin LLP. David Valente brings experience from previous roles at Tarlow Breed Hart & Rodgers, P.C., American Bar Association, Casner & Edwards, LLP and Bove & Langa, P.C.. David Valente holds a 2012 - 2016 Master of Laws (LL.M.) in Taxation @ Boston University School of Law. With a robust skill set that includes Accounting, Downtown, Capital, Financial Planners, Elimination and more. David Valente has 2 emails and 1 mobile phone numbers on RocketReach.
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