David concentrates his practice in the employee benefits area and is experienced in the design, implementation and administration of welfare and fringe benefit arrangements and qualified retirement plans (including 401(k) plans and ESOPs) for large and small employers, retirement distribution planning for individuals and the design and implementation of nonqualified deferred compensation and equity compensation arrangements for public and private employers. David has extensive practical experience with nondiscrimination testing issues, plan recordkeeping and conversion issues, IRS and DOL audits and the use of self-correction and agency-approved programs and the use of ESOPs as a succession planning tool. David also regularly counsels clients in the financial services industry by advising on and negotiating investment management agreements, structuring pension plan investments to avoid ERISA where possible (using venture capital operating companies (VCOCs) and real estate operating companies (REOCs), as appropriate), and helping clients navigate fiduciary and prohibited transaction issues under ERISA when not. David has worked with clients in manufacturing, real estate, professional services, education, financial services and the not-for-profit sectors.

Bar & Court Admissions

  • Massachusetts

Education

  • LL.M., Taxation, Boston University School of Law
  • J.D., cum laude, Boston University School of Law
  • M.B.A, cum laude, Boston University
  • B.A., George Washington University

Community Engagement

  • Vice Chair, Qualified Plans, American Bar Association Section of Real Property, Trust and Estate Law
  • American and Boston Bar Associations
  • National Association of Stock Plan Professionals
  • Board of Directors, New England Employee Benefits Council (NEEBC) 
  • National Center for Employee Ownership
  • The ESOP Association (New England Chapter Executive Committee)
  • Director, College Bound Dorchester, Inc. (formerly known as Federated Dorchester Neighborhood Houses, Inc.)
  • Former Trustee, Neighborhood House Charter School
  • Former Trustee, The Project for School Innovation Trust
  • Former Board Member, Family Business Association (FBA)
  • Former member of Finance Committee, St. Mary's Catholic School, Mansfield, MA
  • Served on the Board of a mid-sized ESOP company prior to sale to a strategic buyer
  • Former Board Member, Citizens' Scholarship Foundation of Mansfield, Inc.   

Awards & Honors

  • Boston Magazine 2021 Top Lawyers, Tax (2021)
  • Best Lawyers in America®, Employee Benefits (ERISA) (2013-2022) and Tax Law (2014-2022)
  • The Legal 500 U.S. (2011-2020)
  • Chambers USA, Ranked in Employee Benefits & Executive Compensation (Massachusetts) (2009-2021)
  • Massachusetts Super Lawyers (2006-2012)

Seminars & Presentations

Practices

Industries

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