Who we are
David A. Lappin is a dedicated trusts & estates attorney with a deep understanding of estate planning, estate and trust administration, and tax matters. David received an LL.M. in Taxation from Georgetown University Law Center, a J.D. from The George Washington University Law School, and a B.A. in Political Science from the College of Charleston, and he brings a comprehensive and compassionate approach to estate planning.
David is licensed to practice in Florida and New York and is admitted to practice before the U.S. Tax Court. David offers clients expert guidance on a wide range of issues, including:
Estate Planning
Estate & Trust Administration
Estate & Gift Tax Planning
Asset Protection Planning
IRS Tax Disputes
Retirement Account Planning
Charitable Planning
David helps clients plan for the transition of wealth to future generations, protect their assets and minimize tax burdens. David takes immense pride in counseling clients through some of their most challenging personal decisions.
Before starting Lappin Estate Planning, David was an associate at two global law firms and clerked for the Honorable Robert P. Ruwe on the U.S. Tax Court.
David lives in Boca Raton, Florida with his wife and son. In his free time, he enjoys traveling, fishing and cooking.
Education:
Georgetown University Law Center, L.L.M. in Taxation with Distinction and Dean’s List Honors
The George Washington University, J.D. with Honors
College of Charleston, B.A., Political Science
Bar & Court Admissions:
Florida
New York
U.S. Tax Court