Attorneys: protecting us from ourselves

Posted on October 12, 2010 by Bill Faiferlick

This show will be a provocative insight into the world of law and attorneys from how we should go about choosing an attorney to when we should see an attorney before there is an issue and why. In many instances, an attorney should be a partner in creating financial integration, success and independence. Where there is extended family, multiple marriages, and heirs, estate attorneys can help circumvent costly future expenses. Business owners and professionals have special issues to consider from working with business partners, exit strategies for the sale of the business and how to structure certain transactions in the most tax advantaged way possible. J. David Massey is an estate planning and tax attorney currently in practice in Scottsdale, Arizona. His practice focuses on planning and analysis of complex investment, estate tax, income tax issues and strategies for ultra high net worth clients and businesses utilizing domestic and foreign entities and arrangements.

Guest:
J. David Massey, Estate and Tax Planning Attorney, US

J. David Massey is an estate planning and tax attorney with expertise in the areas of investments, estate taxation, income taxation and charitable giving. His practice in Scottsdale, AZ focuses on planning and analysis of complex investment, estate tax, and income tax issues and strategies for ultra high net worth clients and businesses utilizing domestic and foreign entities and arrangements. He develops sophisticated estate planning and tax strategies to reduce, re-characterize or delay income tax and estate tax liabilities and analysis of viability and taxation of customized derivative-based financial products, including the writing of covered opinion letters. He was the former SVP and Wealth Strategist with Bank of America in Sarasota, Florida, a Trusts and Estates Attorney with Holland & Knight LLP in Tampa, Florida and former President and Corporate Counsel of SMS International Financial Corp., S.A., in Santiago, Chile.