David P. Shaffer

Areas of Practice:

Asset Protection Planning
Elder Law/Long Term Health Care and Medicaid Planning
Estate and Trust Administration
Family Wealth Planning

Education:

University of New York at Buffalo, J.D.

Dartmouth College, B.A.

 

Phone:

585-987-2878

Fax:

585-987-2978

Email:

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At a Glance:

David Shaffer is an associate in the firm and a member of the Family Wealth and Estate Planning Department.  He concentrates his practice in the areas of Estate Planning, Estate and Trust Administration, Long Term Care Planning and Medicaid Planning. 

Mr. Shaffer received his J.D. degree from the University of New York at Buffalo Law School, summa cum laude, where he was named the recipient of the Max Koren Award for Outstanding Academic Achievement by the law school faculty and also served as Note & Comment Editor for the Buffalo Law Review.  Mr. Shaffer received his A.B. degree, cum laude, from Dartmouth College.

Representative Matters:

• Assists in preparing simple and complex estate plans for clients with varying needs.

• Works with families in estate administration matters from the probate process through the distributions to beneficiaries and settlement.

• Works with families in preparing Medicaid applications and exploring long-term care planning options.

Community Involvement:

Mr. Shaffer is active in the Lawyers for Learning volunteer program at School 29 where he currently mentors a fourth grade student.  He also serves on the Executive Board for the Dartmouth Club of Rochester as District Enrollment Director where he works with local Dartmouth College alumni to promote enrollment among high school students in the Greater Rochester area. 

Mr. Shaffer is also a Board Member of the Financial Planning Association of Rochester, beginning in 2011.

Bar Admissions:

Mr. Shaffer is admitted to practice in the State of New York.

Professional Affiliations:

Mr. Shaffer is a member of the New York State Bar Association, Monroe County Bar Association and Livingston County Bar Association.  He is also a member of the Elder Law Section of the Monroe County Bar Association.

Other:

Mr. Shaffer was featured under the Legal Topic of the week on WHAM Channel 13's website for his article "With Great Power Comes Great Responsibility: The Duties of a Trustee under New York Law."  Mr. Shaffer has also appeared in the Livingston County News as a guest author writing on pertinent legal topics.  Mr. Shaffer has lectured on estate planning, estate administration, and Medicaid planning and ethical considerations including: "Probate Proceedings" at the New York State Bar Association Continuing Legal Education Program, Practical Skills - Probate and the Administration of Estates; "Ethical Considerations When Representing an Elderly Client" at the National Business Institute Continuing Education Program, Resolving Legal and Financial Issues in Elder Care.