David A. Stein

Partner | New Haven, New York, San Francisco

David is a partner in the private client and tax team.

He 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.

Secretary Beth Parmelee

‘‘

David is my attorney and a trusted advisor for many clients I work with. He helps clients identify objectives and draws from a vast knowledge of tax and T&E to address the need.  I depend on David for all aspects of my financial and family plans.

Hedge fund manager
‘‘

I feel fortunate to have met David Stein as a person and professional.  He is extremely earnest, honest, intelligent, generous and fair while always maintaining composure.  He stands out as a leader in his field of business.

Leading financial advisor
‘‘

[David] is excellent. David is very good with clients. He’s got a number of similarly based clients so that knowledge is transferable very easily.

Chambers and partners HNW 2016

Admissions

Publications

Memberships

Talks

State of New York, 1999

State of Connecticut, 2005

Registered Foreign Lawyer in the UK, 2005

State of California, 2012

‘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, Gift and Trust Journal, August 2016

‘Tread Carefully’, STEP Journal, May 2015, co-author

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

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

‘The Minefields of Estate Planning and Carried Interest’, Bloomberg BNA Tax & Accounting Podcast, - September 2017, featured speaker

Education


Languages


  • English

Dates


Joined

2004
Partner

2005

Recognition


New Haven

157 Church Street,

CT 06510-2100

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New York

430 Park Avenue,

10th Floor,

NY 10022-3505

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San Francisco

505 Sansome Street,

2nd Floor,

CA 94111

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Regularly works with...