David A. Stein (New York, New York)
David A. Stein (New York, New York)

David A. Stein

Licensed for 17 years

Practice Area: Business, Charities and not-for-profit, Investment management 4 more areas of practice + 4 more

Awards
AV Preeminent

David A. Stein

Serving New York, NY view address

Partner and US Wealth Planning Practice Group Leader at firm Withers Bergman LLP

Serving New York, NY view address

Awards AV Preeminent

About David A. Stein

David is a Senior Partner and outgoing Head of the US Private Client Division of Wealth Planning and Tax Group. His practice focuses on domestic and cross-border estate planning and income tax advice.

David's core clientele are single-family offices, fund managers and young entrepreneurs-with particular emphasis on planning for closely held businesses and investment vehicles. He provides a range of complex legal advice, from the creation of tax-efficient wealth transfer structures to addressing income tax issues arising from investments and operating businesses.

In addition to assisting wealthy individuals and families in their philanthropic endeavors, David advises both public charities and private foundat...

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David is a Senior Partner and outgoing Head of the US Private Client Division of Wealth Planning and Tax Group. His practice focuses on domestic and cross-border estate planning and income tax advice.

David's core clientele are single-family offices, fund managers and young entrepreneurs-with particular emphasis on planning for closely held businesses and investment vehicles. He provides a range of complex legal advice, from the creation of tax-efficient wealth transfer structures to addressing income tax issues arising from investments and operating businesses.

In addition to assisting wealthy individuals and families in their philanthropic endeavors, David advises both public charities and private foundations on a variety of 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. His writing has appeared in numerous publications, including Bloomberg BNA, STEP Journal and Private Asset Management Magazine.

Highlights

•Ranked in Chambers HNW 2016

Publications and speaking engagements

• Carried Interest Wealth Planning for the Global Fund Manager: An Introduction to Carry Planning and Implications in the International Context, Bloomberg BNA Tax Management Estates, Gifts and Trust Journal, August 2016.
•Co-Author, Tread Carefully, STEP Journal, May 2015.
• 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.
• Going Non - Vertical with 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.

Year joined

2004

Year became partner

2005

On a personal note

Enjoys traveling, photography, tennis and choral singing.

News & publications

•Going Non-Vertical With Fund Interests
•Economic Turmoil Creates Unprecedented Planning Opportunities for Principals of Investment Funds

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Areas of Law

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

Client Reviews

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Peer Reviews

  • 4.8/5.0 15 reviews
  • AV Preeminent
  • Legal Knowledge

    4.9/5.0
  • Analytical Capability

    4.8/5.0
  • Judgment

    4.7/5.0
  • Communication

    4.9/5.0
  • Legal Experience

    4.9/5.0
  • 5.0/5.0 by a Of Counsel on 11/19/12 in Wealth Planning

    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 h... Read more

    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.

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Partner on 07/18/12 in Trusts and Estates Taxation

    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 importa... Read more

    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.

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Associate/Assistant General Counsel on 12/14/12 in Taxation

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Of Counsel on 11/19/12 in Tax Planning

    David is an extsaordinary lawyer, the complete package. Vsaryu knowledgeable about partnership and individual tax planning. Read more

    David is an extsaordinary lawyer, the complete package. Vsaryu knowledgeable about partnership and individual tax planning.

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Member on 11/18/12 in Trusts and Estates

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Partner on 07/26/12 in Taxation

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Partner on 07/24/12 in Trusts and Estates

    In addition to being a fine lawyer, David is a nice person with good interpersonal skills. Read more

    In addition to being a fine lawyer, David is a nice person with good interpersonal skills.

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Partner on 07/24/12 in Wealth Planning

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Unknown on 11/13/08 in Taxation

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Unknown on 11/01/08 in Trusts and Estates

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

    Read less

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Community Contributions

      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
      Associations & Memberships

      Memberships

      •American Bar Association
      •New York State Bar Association
      •Government Relations Committee, Non-Profit Coordinating Committee of New York
      •Board of Directors, Hamptons Shakespeare Festival
      •Board of Directors, International Festival of Arts and Ideas

      Languages
      Spanish, French; Japanese