Law Firm of David M. Kohen

- 716 Beacon St #590693, Newton, MA 02459

When you're navigating the complexities of tax law or planning for the future of your estate, having a knowledgeable and trustworthy legal partner is essential. For residents of Massachusetts, the **Law Firm of David M. Kohen** offers a specialized focus on these crucial areas, providing a professional and supportive approach to help you secure your financial well-being and legacy. Located conveniently in Newton, this firm is dedicated to offering clear, actionable legal advice and solutions tailored to the unique needs of individuals and families in the region.

The firm stands out for its deep expertise in both tax and estate planning, two fields that often intersect. Whether you're dealing with a complicated tax issue, planning for a major life event, or thinking about how to protect your assets for future generations, a dedicated legal professional can make all the difference. The Law Firm of David M. Kohen is committed to being that resource, offering a foundation of expertise built to provide peace of mind and confident decision-making.

As you explore your legal options, it’s important to find a firm that not only understands the law but also understands your specific circumstances. The personalized attention and specialized knowledge you receive can significantly impact your outcomes. The information provided here offers a comprehensive overview of what the Law Firm of David M. Kohen has to offer, giving you the details you need to make an informed choice for your legal needs.

The Law Firm of David M. Kohen is situated at **716 Beacon St #590693, Newton, MA 02459, USA**. This location is easily accessible for clients throughout the Greater Boston area and surrounding communities. Newton's central position within Massachusetts makes it a convenient meeting point for those coming from various parts of the state, ensuring that professional legal counsel is within reach.

Accessibility is a key consideration for any professional service, and the firm has taken steps to ensure a comfortable experience for all visitors. The building offers a **wheelchair accessible parking lot**, which provides convenience for clients with mobility needs. This commitment to accessibility reflects the firm's dedication to serving a diverse clientele. To ensure you receive dedicated attention without a wait, **appointments are recommended** before your visit. This helps the team prepare for your specific needs and ensures a productive consultation.

The Law Firm of David M. Kohen specializes in two primary areas: **Tax Law** and **Estate Planning**. The services provided within these specializations are comprehensive, addressing a wide range of legal and financial challenges. The firm's deep knowledge in these fields allows them to offer strategic advice and detailed support, helping clients navigate complex legal frameworks with confidence.

Here is a detailed look at the services offered:

• **Tax Attorney Services:** The firm offers extensive support for individuals and businesses facing tax-related matters. This includes assistance with **IRS Appeals** and representation in **U.S. Tax Court** and **Tax Court**. They also provide guidance on **1031 Exchanges**, **Tax Credit Equity Placement**, and analysis of **Tax Treaty** agreements. Services also cover specialized areas such as **Partnership Taxation**, **Real Estate Tax**, and navigating rules around **Unrelated Business Taxable Income**.
• **Estate Planning Services:** This specialization is designed to help clients plan for the future, protecting assets and ensuring their wishes are honored. Services include the creation of a variety of trusts, such as **Living Trusts**, **Dynasty Trusts**, **Marital Trusts (QTIPS)**, **Life Insurance Trusts**, **Asset Protection Trusts**, and **Special Needs Trusts**. They also assist with essential documents like **Health Care Proxies**, **HIPPA Medical Records Releases**, and **Lifetime and Annual Giving Strategies**. The firm provides help with **Estate Tax Planning**, **Estate Tax Returns**, and the preparation of **Estate Planning Documents**.
• **Probate and Related Services:** Beyond initial planning, the firm handles matters related to **Probate Law**, including **Property Probate** and the preparation of **Estate Tax Credits**. They also offer assistance with the **Appointment of Guardians for Minor Children Incapacitated Adults**, ensuring a smooth legal process during difficult times.
• **Business and Financial Services:** For business owners and investors, the firm provides services like **Asset Transfer Assistance**, guidance on **Shareholder Agreements**, and **Debtor and Creditor Negotiation** and **Loan Workouts on Commercial Mortgage Loans**. They also offer advice on **Income Tax Planning**, **Investment Planning**, and **Qualified Charitable Distributions from Individual Retirement Accounts**.

This wide array of services demonstrates the firm’s commitment to providing a holistic approach to their clients' legal and financial health, from planning to dispute resolution.

Choosing a law firm goes beyond just the services they offer. The features and highlights of a firm, such as their approach and client feedback, provide valuable insight into the quality of service you can expect. The Law Firm of David M. Kohen is characterized by its professional yet approachable manner, which has been noted by several clients. The commitment to providing clear guidance and personalized support is a hallmark of their practice. Here are some key highlights:

• **Deep Specialization:** The firm's exclusive focus on **Tax Law** and **Estate Planning** allows them to provide a level of expertise that is difficult to find in more generalized practices. This specialization means they are always up-to-date on the latest laws and regulations, offering sophisticated solutions to complex problems.
• **Client-Centric Approach:** The firm is known for its willingness to provide guidance even on matters that might not immediately lead to a large case. A client review highlights this, mentioning that Mr. Kohen provided a clear "plan of action" for a seemingly small issue, demonstrating his commitment to helping people.
• **Comprehensive and Detailed Responses:** Another client praised the firm for a "timely, very thorough and detailed response," which speaks to the high level of professionalism and attention to detail that clients can expect.
• **Helpful Amenities:** The inclusion of a **restroom** and **wheelchair accessible parking** ensures that client comfort and convenience are a priority.

These features, backed by positive client experiences, paint a picture of a firm that is not only highly skilled but also genuinely dedicated to helping those in the Massachusetts community.

To schedule an appointment or to learn more about how the Law Firm of David M. Kohen can assist you, you can reach out using the following information:

• **Address:** 716 Beacon St #590693, Newton, MA 02459, USA
• **Phone:** (617) 398-0570

When you contact the firm, be prepared to discuss your needs so they can better prepare for your consultation. Remember that **appointments are recommended** to ensure you receive the dedicated time and attention your situation deserves.

When you're searching for a lawyer in Massachusetts, particularly in the areas of tax or estate planning, choosing the right professional is a significant decision. The Law Firm of David M. Kohen offers several compelling reasons why they are a strong choice for residents in the region. Their reputation is built on a foundation of professional integrity and a genuine commitment to their clients' well-being. This is reflected in the feedback from individuals who have been helped by the firm, who often highlight the clear, actionable advice they receive.

The choice to specialize in complex areas like tax law and estate planning demonstrates a focus on excellence and expertise. This means you are not just hiring a lawyer; you are partnering with a specialist who understands the nuances and ever-changing landscape of these fields. Whether you are a family seeking to secure your legacy, an individual dealing with a difficult tax situation, or a business owner planning for the future, the firm's focused approach is designed to provide effective and lasting solutions. The combination of professional competence, a client-focused attitude, and accessible location makes the Law Firm of David M. Kohen a noteworthy option for anyone in Massachusetts seeking expert legal assistance in these critical areas.

Ultimately, the decision comes down to trust and confidence. The Law Firm of David M. Kohen aims to build that trust by offering a transparent, supportive, and knowledgeable service. Their dedication to helping people, even with seemingly small issues, and their ability to provide thorough, detailed responses are what set them apart as a valuable legal resource in the local community.

Law Firm of David M. Kohen

716 Beacon St #590693, Newton, MA 02459, USA