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

Admissions

Publications

Memberships

Talks

State of Connecticut

State of New York

State of Florida

‘How Far Can States Go After Wayfair? "Not This Far"’, __ Accounting Today - August 2019, quoted

‘Supreme Court finds North Carolina can’t tax trust income,’ Tax Notes - June 24, 2019, quoted

American Bar Association

American College of Tax Counsel

New York Bar Association (Tax Section, Trust and Estates, Entertainment, Sports, Arts Law)

Florida Bar Association (Tax Law, Real Property, Probate Law, Entertainment Arts and Sports)

Connecticut Bar Association (Estates and Probate, Tax, Sports and Entertainment)

‘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

‘Tax Planning Ideas 2019,’ The Howard H. Hinds Million Dollar Round Table, April 2019

Education


Languages


  • English

Dates


Joined

2004
Partner

2004

Recognition


Greenwich

1700 East Putnam Avenue,

Suite 400,

CT 06870-1366

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Regularly works with...