David A. Stein

Attorney in New York, NY
David leads the firm's Wealth Planning practice group in the US. His practice involves tax, trust and estate planning for wealthy US and international families, with particular emphasis on planning for closely held businesses and investment vehicles. David's work for clients involves a range of matters, from creating tax-efficient wealth transfer structures to addressing income tax issues arising from investments and operating businesses.

In addition to helping families with their philanthropic endeavours, David also advises both public charities and private foundations on various matters, including tax exemption, tax aspects of operation and investments, and structuring of charitable gifts.

David is a frequent speaker at professional and private family organization events on income tax issues, estate planning and charitable giving and has written on tax matters for various publications.

Publications and speaking engagements

•Unique Wealth Transfer Planning Opportunities for Fund Professionals in 2011 and 2012, Greenwich, CT, May 2011.

•An alternative to the vertical slice, Private Asset Management, April 2011.

•Non-Vertical Carried Interest Transfer Planning An Alternative to the Vertical Slice, Private Asset Management, March 2011.

•GoingNon-Verticalwith Fund Interests - Creative Carried Interest Transfer Planning When The Vertical Slice Won't Cut It,Trusts and Estates Magazine, November 2010.

•Economic Turmoil Creates Unprecedented Planning Opportunities for Principals of Investment Funds, Withers Bergman LLP Briefing Notes, January 2009.

•UBIT Issues in Investment Partnerships What Tax-Exempt Investors (and Their Taxable Partners) Should Know, Tax Planning for Domestic and Foreign Partnership, LLCs, Joint Ventures and Other Strategic Alliances, Practising Law Institute, 2004-2011.

•A Tale of Two Systems, Legal Week, March 2005.

On a personal note

Enjoys travelling, photography, tennis and choral singing.

News & publications

Going Non-Vertical With Fund Interests

Economic Turmoil Creates Unprecedented Planning Opportunities for Principals of Investment Funds

Year joined:2004

Year became partner:2005

212 848 9800
Client Rating N/A help_info
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Peer Rating 4.8 of 5

Areas of Law

  • Business
  • Charities and not-for-profit
  • Investment management
  • Philanthropy & charitable giving
  • Tax
  • Personal
  • Art law

 

Peer Rating

av

Overall Peer Rating

in Taxation, Trusts and Estates and Nonprofit and Charitable Organizations
4.8 out of 5.0

Legal Knowledge
4.9
Analytical Capabilities
4.7
Judgment
4.6
Communication Ability
4.8
Legal Experience
4.8

  • Meets very high criteria of general ethical standards
Posted by a Private Practice Attorney on 11/19/12
5.0 out of 5.0
David is a extraordinary lawyer, the complete package. He is smart, sensitive, handles clients and opponents well. One can have complete confidence when working with him.
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Posted by a Private Practice Attorney on 07/18/12
5.0 out of 5.0
David Stein is a law firm leader and client favorite. I have heard from his former partners at an elite firm. He has had many academic accomplishments, but most importantly he is dedicated to his clients and practices under the highest ethical constraints, never pushing the envelope in a field of many greys.
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Posted by a Private Practice Attorney on 11/19/12
5.0 out of 5.0
David is an extsaordinary lawyer, the complete package. Vsaryu knowledgeable about partnership and individual tax planning.
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Posted by a Private Practice Attorney on 07/24/12
5.0 out of 5.0
In addition to being a fine lawyer, David is a nice person with good interpersonal skills.
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Experience & Credentials

Position

Partner and US Wealth Planning Practice Group Leader

Admission Details

Admitted in 1999, New York
2005, Connecticut
2005, Registered Foreign Lawyer in the UK
2012, California

Law School Attended

New York University School of Law
Class of 1998
J.D.
magna cum laude, Order of the Coif, Law Review

University Attended

Yale University
Class of 1993
B.A.
cum laude

Birth Information

Born in 1971
Hempstead, New York, September 19, 1971

Languages

Spanish, French; Japanese

Associations & Memberships

Memberships•American Bar Association•New York State Bar Association•Government Relations Committee, Non-Profit Coordinating Committee of New York... More

Contact Information

Phone

212 848 9800

Fax

212 848 9888

Email

Send email to David A. Stein


Office Information
David A. Stein
Partner and US Wealth Planning Practice Group Leader
 430 Park Avenue, 10th Floor,
New York, NY 10022

Maintains an office in multiple locations
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Withers Bergman LLP (New York, New York)

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