David S. Neufeld 

David S. Neufeld, J.D., LL.M. (Taxation) practiced law for over 20 years before forming Integrity 
Financial Partners. 

In his law practice he advises individuals on sophisticated wealth planning (encompassing income 
tax, estate tax, executive compensation, asset protection, insurance and investment planning) and 
advises institutions on programs utilizing “private placement life insurance” to deliver to their clients 
tax efficient investment opportunities. In addition David consults with clients and other 
professionals about tax structures “gone bad,” including how to unwind, actions to take and 
assistance as an expert witness. 

Within IFP, which is an independent Advanced Marketing shop which designs and implements 
creative tax, estate and wealth planning solutions, David and the staff of IFP assist accountants, 
attorneys and insurance producers to deliver to their successful small business and high net worth 
clients programs and techniques to achieve tax savings and enhanced investment returns primarily 
through the use of life insurance products. Of particular note is LIFE SETTLEMENT ANALYTICS™, 
IFP’s novel fee-based program of analyzing life settlement offers vis-à-vis the other alternatives 
available to such clients, thereby giving the client and his professional advisors the due diligence 
tools needed to make the best decision. 

David is Co-Chair of the Insurance & Financial Planning Committee of the Real Property, Trust & 
Estate (RPTE) Section of the American Bar Association and the liaison between the RPTE Section 
and the Society for Financial Service Professionals. In 2006 David became Chairman of the Synergy 
Summit, a leadership organization whose members include the top leaders from within the ABA, 
AICPA, SFSP, NAELA, NAEPC and ACTEC. In 2007 David was appointed ABA Advisor to the 
NCCUSL drafting committee for the “Uniform Insurable Interest in Trust” Law. 

Recognized for his pioneering work with domestic and offshore limited liability company law, 
including chairing the Limited Liability Company Task Force for the New Jersey State Bar 
Association’s Tax Section and drafting the Caribbean island of Nevis’ LLC ordinance, Mr. Neufeld 
was one of four lawyers in the state to be awarded the New Jersey State Bar Association’s 1998 
"Advocacy Award." David is rated AV by Martindale-Hubble, its highest rating, is listed in Who’s 
Who in American Law, and has been designated an Accredited Estate Planner by the Board of 
Directors of the National Association of Estate Planners and Councils. 

Having received his A.B. from Duke University (1980), his J.D. cum laude from New York Law 
School (1983) and his LL.M. in Taxation from New York University School of Law (1984), David 
served a two-year appointment as attorney-advisor to Judge Julian I. Jacobs of the United States Tax 
Court. David has been a member of the Board of Trustees of Prosperity New Jersey and was on the 
Editorial Advisory Board of the Asset Protection Journal. David is also on the Board of Directors 
of the United Jewish Federation of Princeton/Mercer/Bucks. David has published over 25 articles 
and has spoken around the world on the areas of his expertise, as well as having been featured in 
BusinessWeek, Medical Economics, The Wall Street Journal and CNBC, among others. 

David can be contacted at DNeufeld@IntegrityPlans.com