Speaker: David Benedetto
Topic: The Estate Tax Fundamentals of Partial Ownership in Business Entities: A Review of the Tax Court’s Opinion in Estate of Powell and Beyond
About our Speaker:
David P. Benedetto has been practicing law for over 23 years. Since 2003, his practice has focused exclusively in the area of trusts and estates, including related litigation. He advises clients regarding tax sensitive estate planning and administration matters and has represented numerous clients before the Internal Revenue Service with respect to gift and estate tax controversies. As a regular part of his practice, Mr. Benedetto deals extensively with the tax compliance associated with the federal estate, gift, and generation-skipping transfer taxes, and is also well-versed with the transfer taxes imposed by several different states. Mr. Benedetto earned his Bachelor of Science in Accounting, magna cum laude, from Syracuse University where he was the recipient of the Horace J. Landry Award (awarded by the accounting faculty for the demonstration of enthusiasm for the profession) and a member of Phi Kappa Phi National Honor Society and Golden Key National Honor Society. Mr. Benedetto earned his law degree from Indiana University Robert H. McKinney School of Law where he was an award recipient of the Francis J. Feeney Award (awarded for demonstrating ability in the area of tax law). Additionally, Mr. Benedetto earned his Master of Laws (LL.M.) from the University of Miami School of Law Graduate Program in Estate Planning. Mr. Benedetto has been certified by The State Bar of California Board of Legal Specialization as a Certified Specialist in Estate Planning, Trust & Probate Law. Mr. Benedetto is currently eligible to practice law in California and Florida as well as before the United States Tax Court and the United States Court of Federal Claims.