David Valente

David provides comprehensive advice to individuals, families and small businesses. David concentrates in tax and estate planning, gift and estate tax return preparation, probate matters, asset protection, business administration and succession, estate and trust administration, special needs planning, and charitable planning. David advised families for over eight years at a downtown wealth management firm on stock option planning, retirement planning, investment portfolio management, insurance analysis, charitable bequests and income tax reduction strategies, prior to becoming an attorney. • Draft simple and pourover wills, revocable estate planning trusts, health care proxies and durable powers of attorney • Draft asset protection trusts • Draft self-settled and third party special needs trusts for disabled beneficiaries • Utilize estate freezing and leveraged gifting techniques including Grantor Retained Annuity Trusts (GRATs), Qualified Personal Residence Trusts (QPRTs), and gifts of non-voting LLC interests • Assist clients form business entities, including S-corporations and limited liability companies • Draft shareholder agreements, buy-sell agreements, and corporate bylaws • International estate planning for non-(U.S.) residents and permanent (U.S.) residents • Draft 2503(c) trusts, Qualified Domestic Trusts (QDOTs), Irrevocable Life Insurance Trusts, and IRA conduit trusts • Prepare federal gift tax returns (including incomplete gifts, allocation of GSTT exemption to direct and indirect skips) • Prepare federal and Massachusetts estate tax returns • Handle probate proceedings • Structure low interest loans to GSTT Trusts to take advantage of low applicable federal rate and maximize wealth transfer • Advise clients on charitable matters; draft private charitable foundations and prepare Forms 1023 to obtain tax-exempt status View More ›