May 23 2023
164: Dave & Guy | Remond Super Charging Your Real Estate Business
Dave Zumpano was born and raised in Central New York, began his professional career with Price Waterhouse and graduated from Syracuse College of Law in 1992. In 1995, Dave’s founded The Estate Planning Law Center, David J. Zumpano CPA, Esq., and since, it has served as a “model firm” for more than one thousand estate planning law firms nationwide based on his building of systems and processes for running a successful firm created by his application of reading The E-Myth, by Michael Gerber. In 2000 Dave introduced to the Estate Planning Industry, the IPUG® Protection Trust, a whole new genre of trust for Asset Protection and Medicaid planning which was memorialized in his scholarly law review Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed (Syracuse Law Review Vol. 1 Fall 2010). Dave was also published in 1994 for his expertise on Medicaid Planning in What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95) and has written Estate Recovery; What can and can’t they get, which has been presented in many forums across the country. In 2001 Dave founded Medicaid Practice Systems, LLC (MPS) and is credited as the founder of the Medicaid Practice for lawyers in America which began with his innovative Medicaid Practice Program that taught estate planning and elder law attorneys how to add Medicaid planning to their practice. In 2012, Dave transformed MPS into Lawyers with Purpose, LLC where Dave continues to lead lawyers in Estate Planning, Elder Law and Asset Protection who hope to create efficient, profitable practice that Protect the personal and financial freedom™ of its members, their employees, clients and the community they all live in. Dave has been featured in the Wall Street Journal, National Public Radio and is a regular speaker and trainer to many national, regional and local legal organizations, banking and financial institutions on estate planning, asset protection, Medicaid Planning and law practice management utilizing his cutting-edge technologies. Dave’s first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo. Guy’s working career began in retail where he enjoyed an eleven-year stint in various managerial positions. Following this, he followed his passion for anything technical and branched out on his own into the technical world. In 2001 he was a founding member and CEO of Cake Solutions Limited and over the next 16 years, he directly oversaw the development of the business from a small start-up to that of an international, multi-million-pound company respected as being at the cutting edge of engineering and process in the open-source software development world. After being recognized in the Deloitte UK Technology Fast 50 and being viewed as one of the most unique, forward-thinking and fast-growth companies in the industry Cake Solutions Limited was acquired by a multinational corporation and the business was subsequently rebranded as Disney Streaming Services, which is a wholly-owned subsidiary of a company owned by The Walt Disney Corporation. As a creative and widely experienced individual with a keen focus on personal development, company culture and process improvement, Guy has invested in a number of companies and is actively working with these companies in a non-executive director or chairman role, helping them to fulfil the leadership's drive to a successful outcome. Guy is building two new organizations with his business partners Gary Fletcher and Dave Zumpano. EHE Capital Limited is a highly efficient tech-led Private Equity organization with a genuine focus on supporting entrepreneurs through their companies high growth stage through to a successful conclusion. EHE also provide qualified, high-quality deal flow for investors, private equity and venture capital organizations. www.ehe.capital Guidr LLC is a legal document platform whose moonshot is to be the largest law firm in the world that does not employ any lawyers. We are digitizing, democratizing and demonetizing legal services, helping smaller law firms compete in the digital era. www.guidr.legal In addition to his working commitments, Guy dedicates time to charitable activities. For well over a decade he has worked with Variety - the Children's Charity in a number of voluntary roles, currently acting as the Chairman for the North West region in the UK.