03 October 2019 - Podcast
David A. Stein
Partner | San Francisco, New York, New Haven
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 has been featured as one of the 21 People to Know When Starting a Family Office by Business Insider and 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.
Admissions
Publications
Memberships
Talks
State of New York, 1999
State of Connecticut, 2005
Registered Foreign Lawyer in the UK, 2005
State of California, 2012
‘Here Are the 21 People to Know When Starting a Family Office,’ Business Insider - July 13, 2021, quoted
‘‘Life and law go on’: How attorneys are working through New York City’s lockdown,’ Spear’s - May 12, 2020, quoted
‘Heirs of Ultra-Wealthy Can Profit Even When Markets Plunge,’ - March 6, 2020, quoted
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
‘Legal issues faced by founders, entrepreneurs, executives and wealthy family members amid the coronavirus outbreak,’ Withers webinar - April 17, 2020, speaker
‘Tax reform and the family office’, Withers New York and Greenwich office event, June 2018
‘Same, but different – A comparison of family offices around the world’, Withers Singapore office event - April 9, 2018, speaker
Education
Languages
- English