Cummings & Lockwood Announces the Addition of David M. Halpen to Its Private Clients Group in Palm Beach Gardens, Florida

Cummings & Lockwood is pleased to announce that David M. Halpen has joined the Firm as a Principal in its Private Clients Group and will be based in the Palm Beach Gardens, Florida office.

Mr. Halpen brings over twenty years of broad-based legal experience in trusts and estates planning, estate settlement, trust administration, business succession planning, and U.S. and international tax planning for a variety of high net worth clients.  Prior to joining Cummings & Lockwood, he was a shareholder with Dunwody, White & Landon in their Naples and Palm Beach offices.

He received his B.A., J.D. and LL.M. in Tax from the University of Florida, as well as received a Diploma from both the University of Leiden, The Netherlands and the Paris Institute of International Law.  He is a member of the Florida Bar, Palm Beach County Bar Association, and North Palm Beach County and Martin County Estate Planning Counsel.

“We are excited to have David join the Firm,” said Jonathan Mills, the Chairman and Managing Director of Cummings & Lockwood.  “He has a wealth of experience and will be an excellent addition to our expanding Private Clients practice in Palm Beach Gardens, which we reestablished in 2011 in response to our clients’ changing needs and market demand.  David is a high caliber, experienced lawyer and he will provide our clients with the same partner-level skill, commitment and service for which the Firm is known.”