Background
Wilfert, David J. was born on November 16, 1956 in Brooklyn, New York, United States.
Wilfert, David J. was born on November 16, 1956 in Brooklyn, New York, United States.
University of Virginia (Bachelor of Arts, with distinction, 1978. Juris Doctor, 1982).
Worked at Shamberg Marwell Hocherman Davis & Hollis, P.C. (Mount Kisco, NY) specializing in Estate Planning, Tax Planning, Estate Administration, Trust Administration. Admitted to the bar, 1983, New York. Author: "Using Charitable Lead and Remainder Trusts for Non-Charitable Purposes," Estate Planning, June 1996.
"Giving Up Your Inheritance May Not be a Bad Idea," Personal Planning, Winter, 1995-1996. "What You Need to Know About the Generation - Skipping Transfer Tax," Business Credit, October 1993. "Investment Advisory Fees Paid by Trustees Held to be Fully Deductible," Personal Planning, August 1993.
"Houses Can be Powerful Tax Tools," Personal Planning, February 1993. Co-author, New York State Bar Association Report, "Proposed GST Regulations, Application of Chapter 13 to Transfers by NRAs," May 1993. Instructor: Advanced Estate Planning Program on Estate Tax Apportionment Clauses, Fordham University School of Law Continuing Legal Education, 1993-1996.
Introductory Tax Program on Taxation of Trusts and Estates - Valuation for Estate and Gift Tax Purposes, July 1989. Member, Virginia Tax Review, 1981-1982. Member: Association of the Bar of the City of New York (Member, Estate and Gift Tax Committee.
Chairman, Spousal Elective Share Subcommittee, 1992-1994). New York State and American (Member, Committees on: Pre-Death Planning Issues. Charitable Giving) Bar Associations.
(Also Of Counsel to Bennett & Samios, LLP, New York City).
Author: "Using Charitable Lead and Remainder Trusts for Non-Charitable Purposes," Estate Planning, June 1996. "Giving Up Your Inheritance May Not be a Bad Idea," Personal Planning, Winter, 1995-1996. "What You Need to Know About the Generation - Skipping Transfer Tax," Business Credit, October 1993.
"Investment Advisory Fees Paid by Trustees Held to be Fully Deductible," Personal Planning, August 1993. "Houses Can be Powerful Tax Tools," Personal Planning, February 1993. Co-author, New York State Bar Association Report, "Proposed GST Regulations, Application of Chapter 13 to Transfers by NRAs," May 1993.
Co-author, New York State Bar Association Report, "Proposed GST Regulations, Application of Chapter 13 to Transfers by NRAs," May 1993.
Member, Virginia Tax Review, 1981-1982. Member: Association of the Bar of the City of New York (Member, Estate and Gift Tax Committee. Chairman, Spousal Elective Share Subcommittee, 1992-1994).
New York State and American (Member, Committees on: Pre-Death Planning Issues. Charitable Giving) Bar Associations. (Also Of Counsel to Bennett & Samios, LLP, New York City).
