David Stein > Withers Bergman LLP > New Haven, United States > Lawyer Profile

David Stein

+1 203 974 0349 david.stein@withersworldwide.com View profile

Work Department

Trust, Estates and Charitable Planning

Position

Partner

Career

David is involved in 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 endeavors, he 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.

Memberships

Government Relations Committee, Non-Profit Coordinating Committee of New York

Board of Directors, International Festival of Arts and Ideas

Board of Directors, Hamptons Shakespeare Festival

New York State Bar Association

American Bar Association

Education

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

Yale University, cum laude, B.A.