Resume for:

David A. Lewis

Attorney at Law

52 Maple Avenue, 1st Floor

Morristown, NJ 07960-5218

Telephone: (973) 292-0054             Facsimile: (973) 292-0207



Education:

* Delbarton School, (1978)
* University of Notre Dame (BA-Acct.,1982)
* Seton Hall Law School (JD, 1985)
* New York University School of Law (LLM-Taxation, 1992)

Professional Licenses:

* Attorney at Law - State of New Jersey
* Certified Public Accountant (CPA) - State of New Jersey
* Certified Financial Planner (CFP)

Professional Experience:

* Price Waterhouse (1984-1988) - Manager, Tax Department
* Law Offices of Richard E. Ingram (1988-1992) - Associate
* Estate Planning and Income Tax Specialist
* Sole Practitioner (1993 - Present) - Specializing in estate planning & income taxation

Areas of Expertise:

* Estate Planning
* Will preparation
* Trust preparation
  (Life Insurance, Charitable, GRITS, GRATS, GRUTS, Crummey, Revocable, Irrevocable)
* Private Foundations (Creation and compliance)
* Living Trusts
* Living Wills
* Probate and estate administration
* Income tax planning
* Income tax returns (1040, 1041, 1120, 1120S)
* Gift Planning
* Gift Tax Returns
* Small Business Planning
* Buy-Sell agreements
* Real Estate transactions and closings

Other:

* Married Tess Vizcarrondo, January 1983; five children; resident of Morris Plains, NJ.


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