David A. Ruben
Shareholder
850 Park Shore Drive
Trianon Centre, 3rd Floor
Naples, FL 34103
P 239.649.2720
F 239.261.3659
P 239.649.2720 | F 239.261.3659
Overview
David focuses his practice on estate and tax planning, estate and trust administration and Florida domicile planning. He has authored or co-authored more than a dozen articles on a variety of estate planning issues as well as a book on intentionally defective grantor trusts. David is a frequent speaker on topics including change of domicile, estate tax planning and probate avoidance. He is admitted to practice in Delaware, Pennsylvania and Florida.
David earned his B.A. from Vanderbilt University (cum laude), his J.D. from Penn State Dickinson School of Law and his LL.M. in taxation from Villanova University School of Law.
David is an active member of the Naples community and is a member of the Board of Directors of Naples Zoo. Additionally, he serves on both the Planned Giving and Zoobilee Committees for Naples Zoo.
Services
Education
-
Villanova University School of Law,
LL.M.,
Taxation
- Certificate in Estate Planning
- The Pennsylvania State University, The Dickinson School of Law, J.D.
-
Vanderbilt University,
B.A.,
Economics
- cum laude
Credentials
Bar Admissions
- Florida
- Delaware
- Pennsylvania
Recognitions
Selected as Naples Illustrated "Top Lawyer" - Trusts and Estates (2021)
Affiliations
Community Affiliations
- Naples Zoo
- Member of the Board of Directors
- Zoobilee Committee Member
- Planned Giving Committee Member
- Naples Shelter for Abused Women & Children, Former Planned Giving Advisory Council Member
- Naples Children & Education Foundation, Former Friends of the Foundation Committee Member
Insights
Alerts
What You Should Know About Proposed Estate Tax Law Changes (Sep 7, 2021)
Estate Planning Techniques to Consider In Anticipation of Potential Changes to Estate and Gift Tax Law (Oct 15, 2020)
Individuals No Longer Have to Take Minimum Required Distributions from Retirement Accounts in 2020 (Mar 30, 2020)
Estate Planning and COVID-19 – Be Prepared (Mar 27, 2020)
Estate Planning in the COVID-19 Era (Mar 26, 2020)
Firm News
Roetzel Strengthens Estate Planning, Tax & Transactional Group with Addition of David Ruben in Florida (Jun 17, 2019)
Overview
David focuses his practice on estate and tax planning, estate and trust administration and Florida domicile planning. He has authored or co-authored more than a dozen articles on a variety of estate planning issues as well as a book on intentionally defective grantor trusts. David is a frequent speaker on topics including change of domicile, estate tax planning and probate avoidance. He is admitted to practice in Delaware, Pennsylvania and Florida.
David earned his B.A. from Vanderbilt University (cum laude), his J.D. from Penn State Dickinson School of Law and his LL.M. in taxation from Villanova University School of Law.
David is an active member of the Naples community and is a member of the Board of Directors of Naples Zoo. Additionally, he serves on both the Planned Giving and Zoobilee Committees for Naples Zoo.
Education
-
Villanova University School of Law,
LL.M.,
Taxation
- Certificate in Estate Planning
- The Pennsylvania State University, The Dickinson School of Law, J.D.
-
Vanderbilt University,
B.A.,
Economics
- cum laude
Credentials
Bar Admissions
- Florida
- Delaware
- Pennsylvania
Recognitions
Selected as Naples Illustrated "Top Lawyer" - Trusts and Estates (2021)
Affiliations
Community Affiliations
- Naples Zoo
- Member of the Board of Directors
- Zoobilee Committee Member
- Planned Giving Committee Member
- Naples Shelter for Abused Women & Children, Former Planned Giving Advisory Council Member
- Naples Children & Education Foundation, Former Friends of the Foundation Committee Member
Insights
Alerts
What You Should Know About Proposed Estate Tax Law Changes (Sep 7, 2021)
Estate Planning Techniques to Consider In Anticipation of Potential Changes to Estate and Gift Tax Law (Oct 15, 2020)
Individuals No Longer Have to Take Minimum Required Distributions from Retirement Accounts in 2020 (Mar 30, 2020)
Estate Planning and COVID-19 – Be Prepared (Mar 27, 2020)
Estate Planning in the COVID-19 Era (Mar 26, 2020)
Firm News
Roetzel Strengthens Estate Planning, Tax & Transactional Group with Addition of David Ruben in Florida (Jun 17, 2019)