David M. Lehn

Partner | Greenwich

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

He has extensive experience in federal and state income, estate and gift taxation. With David’s wide range of business and financial knowledge, his clients look to him to apply his experience to structure complex business transactions and relationships and solve a variety of business-oriented problems while utilizing the benefits of trust, estate and tax planning.

David’s clients include investors, entrepreneurs, senior level executives, family offices and fund managers and principals. His practice includes structuring investments and acquisitions, asset protection and preservation, and trust and estate planning. These issues generally involve coordinating income tax issues, estate and gift tax issues and many other concerns in one comprehensive plan to maximize the benefit for clients as they address the myriad of issues that face high net worth individuals and their families.

He lectures frequently on a variety of tax areas, including individual income and estate tax planning as well as corporate and business tax issues.

David is regularly quoted in the Wall Street Journal, Hearst Publications and various other professional journals and newsletters.

Secretary Shauna Spinelli





State of Connecticut

State of New York

State of Florida

‘Stan Lee’s tangled web of estate planning and how to avoid this mess,’ MarketWatch - November 14, 2018, quoted

‘Madonna’s lost love letter should be lesson to advisors,’ Private Wealth - May 15, 2018, quoted

‘Taxing collectibles: what you need to know,’ Barron’s PENTA - March 25, 2018, quoted

American Bar Association

New York Bar Association

Florida Bar Association

Connecticut Bar Association

‘Tax Treatment of Carried Interest: Planning Opportunities for Tax, Private Equity and Real Estate Professionals’, Strafford Publications - July 2018, webinar

‘Can social impact investments have substantial returns?’ , Greenwich, April 2016

‘To give or not to give? Overcoming client myths about the 2012 gift tax’, Inside the Entrepreneurial Mind Monthly Breakfast Series, Greenwich, CT, November 2012



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1700 East Putnam Avenue,

Suite 400,

CT 06870-1366

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