We welcome you to meet everyone on our team below:
A native of Providence, Rhode Island, David received his Bachelor of Science in Business Administration in Marketing from Bryant University and his Juris Doctor from New England Law | Boston.
David has extensive experience drafting and negotiating condominium, loft and commercial purchase and sales agreements on behalf of both owners/developers and buyers/sellers. He also handles residential and commercial transactions involving the financing of properties and developments.
David handles many of the firm’s commercial real estate leases and has substantial experience with condominium law. He acts as counsel to many condominiums, advising them on their day-to-day affairs, including updating condominium documents and trustee information, mortgage refinancing, and reviewing contracts with vendors. David serves on the Real Estate Bar Association and is an invited member of its Conveyancing Leadership Council. David is also a volunteer mediator for the Bankruptcy Court Mediation Project and a sought-after Real Estate Instructor for the Commonwealth of Massachusetts.
David is a keen strategist who works with clients to optimize their estate planning in regard to estate taxation, gifting, probate proceedings and asset distribution. His personal focus is to create estate plans that meet the unique needs of his clients. He is a member of WealthCounsel™, a leading provider of tools and intelligence for the estate planning community.
Zachary P. Allen, Esq., received his Bachelor of Arts in Biology from Wake Forest University and his Juris Doctor from New England Law | Boston. Zach joined David Marshall Datz, P.C. in 2010 as an Associate in the estate planning, estate administration, and real estate practice, where he had worked as a law clerk since 2008. Prior to joining our team, Zach worked for five years at Lindsey & Schrimsher, P.A. in Charlotte, North Carolina as a law clerk in their estate administration, estate planning, and guardianship practice.
Zach is licensed to practice in Massachusetts and is currently a member of the Massachusetts LGBTQ Bar Association, and WealthCounsel™, a leading provider of tools and intelligence for the estate planning community.
Vered Doner received her Paralegal’s Certificate in 2004, and has been with David Marshall Datz, P.C. since 2007. With several years of experience working as a real estate paralegal, Vered handles the majority of the closings for the firm. She continues her education part-time to eventually reach her goal of becoming an attorney.
John F. Shea has been a Title Paralegal with David Marshall Datz, P.C. since 2008. John began his career as a Title Examiner for the law firm Withington Cross Park & Groden in 1983. Beginning in 1987, John was a title underwriter in both the residential and commercial real estate divisions of Fidelity National Title Insurance Company, Lawyers Title Insurance Company, and First American Title Insurance Company.
Jim Mauro serves David Marshall Datz, P.C. as business and office manager. Jim comes from a career in Information Technology, most recently working as a Senior Security Analyst under the Director of Worldwide IT Security at The Boston Consulting Group. Jim is excited to take on this new role bringing his managerial, IT and people skills to the firm.
Photos courtesy of Brian Fitzgibbons www.bdfphoto.com