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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 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.

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Secretary Beth Parmelee

+1 203 974 0420
‘‘

I am a huge fan of David Stein’s. When I have a complicated matter and when I want to bounce ideas around with someone, David is someone I go to. He will spend time going through new developments with you, which not a lot of people do these days. He’s just a great resource and always willing to spend time with clients. David’s my go-to.

Chambers HNW 2018, New York (From a Fellow Trust Attorney)
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He delivers good solid work product and has a good command of his practice.

Chambers HNW 2018, USA
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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
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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
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[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 HNW 2016

Focus areas

Families and family offices

Technology

Charities and non profit

Philanthropy

High-net-worth individuals

Family businesses

Owners and entrepreneurs

Admissions

Publications

Memberships

Talks

State of New York, 1999

State of Connecticut, 2005

Registered Foreign Lawyer in the UK, 2005

State of California, 2012

‘Update on Connecticut estate and gift tax exemptions for 2019,’ Withers article - February 15, 2019, quoted

‘Family Offices: Business, Not Personal,’ Wealthmanagement.com - June 11, 2018, quoted

‘A Tax World Turned Upside Down For The Rich,’ __ Financial Advisor Magazine - June 8, 2018, quoted

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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

‘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

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

Education

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

Languages

  • English

Dates

Joined

2004
Partner

2005

Recognition

San Francisco

505 Sansome Street,

2nd Floor,

CA 94111

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New York

430 Park Avenue,

10th Floor,

NY 10022-3505

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New Haven

157 Church Street,

CT 06510-2100

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Insight

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