David M. Halpen

Palm Beach Gardens, FL Directions

Recognized in Best Lawyers since 2013

Awarded Practice Areas

Tax Law Trusts and Estates

Visit Website

561-214-8508

Awarded Practice Areas

Tax Law Trusts and Estates

Works at

Cummings & Lockwood LLC

35 Best Lawyers awards

Biography

David M. Halpen is Principal-in-Charge of the Palm Beach 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.

Locations

Palm Beach Gardens, Florida

561-214-8500

Seacoast Banking Centre, Suite 104
3001 PGA Boulevard
Palm Beach Gardens, FL 33410

Education

University of Florida, L.L.M, graduated 1994
University of Florida, J.D., graduated 1993
University of Florida, B.A. in Criminology, graduated 1990

Bar Admissions

Florida, 1993

Court Admissions

United States District Court, Middle District of Florida
United States Tax Court

Affiliations

Florida Bar Association - Member
American Bar Association - Member
Palm Beach County Bar Association - Member
North Palm Beach County and Martin County Estate Planning Counsel - Member

Client Testimonials

Awards & Focus

Lawyer of the Year Badge - 2023 - Trusts and Estates

Named "Lawyer of the Year" by Best Lawyers^® for:

Trusts and Estates, West Palm Beach (2023)

Recognized in The Best Lawyers in America^® 2026 for work in:

Tax Law
Trusts and Estates

Special Focus:

Probate
Trust Administration

News & Media

Additional Information

Articles/Publications

"Estate and Probate Planning for Snow Birds and Florida Residents", 22nd Annual Midwest Estate, Tax and Business Planning Institute, 1995

Practice Areas

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

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