DAVID M. HELLMAN is a 1972 graduate of Boalt Hall Law
School, University of California at Berkeley and has been practicing
law since 1972. He is admitted to practice law in California
and Connecticut. He is a Certified Specialist in Taxation Law
and a Certified Specialist
in Estate Planning, Trust and Probate Law by the California State
Bar Board of Legal Specialization. He also has been licensed since
1972 as a California Certified Public Accountant. His Law Office
has been in San Rafael since 1979. The firm emphasizes tax matters,
estate planning (including living trusts and wills), probate,
real estate, and business planning. Mr. Hellman
was the 1992 President of the Marin County Bar Association, and
he has been active in many local civic and charitable organizations.
He also is a long-time member of the Marin County Board of Education.
He lectures frequently on tax-related and estate planning topics.
David Hellman list of charitable & civic activities
and public offices.
PROFESSIONAL LICENSES AND AFFILIATIONS:
Admitted to California Bar 1972 and Connecticut
Bar in 1977
Certified Specialist in Taxation Law by California State
Bar Board of Legal Specialization
Certified Specialist in Estate Planning,
Trust and Probate Law by California State Bar Board of Legal Specialization
Admitted to Practice before United States Tax Court,
Federal District Courts for Northern California, Ninth Circuit
Court of Appeals
California license as a Certified Public Accountant
received in 1972
Accredited Estate Planner by National Association of
Estate Planners & Councils
Member: California, Marin County Bar Association;
Society of California Accountants;
Marin County Estate
Planning Council; National Association of Estate Planners & Councils.
Attorney (Law Office of David M. Hellman) in San Rafael, California since
November 1979 in general practice emphasizing taxation, estate planning, trusts,
probate, real estate, and business counseling.
President Marin County Exchange Corporation in San Rafael, California,
from September 1984 until present, which acts as an independent intermediary
for Internal Revenue Code section 1031 tax-deferred exchanges, primarily for
real estate. The company was inactive from October 1, 1998 through December
8, 2002 during which time David Hellman was Senior Vice President of Executive
Exchange Company from October 1, 1998 to March 31, 2000 and then Senior Vice
President of Investment Advantage Group, LLC from April 1, 2000 until December
8, 2002, both of which acted as an independent intermediary.
Attorney (Law Office of David M. Hellman) in Sharon, Connecticut
and San Rafael, California, from July 1977 to October 1979 in general practice
with emphasis on taxation, estate, trusts, probate, real estate, and business
Associate Attorney Cooper, White & Cooper in San Francisco from September
1972 to June 1977 in general business practice and litigation experience
- major areas of practice involved taxation, business counseling, estate
planning, trusts, real estate, probate, and entertainment law.
Instructor Lincoln University Law School in San Francisco from November
1974 to May 1976, teaching Federal Income, Estate and Gift Taxation and Legal
Accountant Hellman & Pierce Accountancy Corporation in San Rafael, California, from 1965 to 1972, preparing tax returns, assisting in computer operations, and assisting in audits.
Expert Witness legal and accounting matters in Marin
County, San Francisco, Monterey County, Sacramento County, and Lake County Superior Courts; Judge
Pro Tem Marin County Superior
Court; Arbitrator and Mediator.
- Law School at University of California at Berkeley (Boalt Hall) -
- Undergraduate at University of California at Berkeley with major
in Political Science - graduated 1969.
- High School at San Rafael High School, San Rafael, California
- graduated 1965.
FEES FOR SERVICES:
Charges are based upon an hourly rate of $450.00.