David A. Stein is a partner at Withers Bergman LLP in the New York, San Francisco, and New Haven offices, and co-heads the Private Client & Tax Group in the firm's United States offices. His practice involves tax, trusts, and estate planning for wealthy U.S. 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. David is a member of the Connecticut and New York state bar associations and is a registered foreign lawyer in the United Kingdom. He has been rated AV Preeminent® by Martindale-Hubbell® Peer Review Ratings.™ He is ranked in Chambers USA and Chambers HNW, and on the Citywealth Leaders List.
In addition to helping families with their philanthropic endeavors, David 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.
Education:
J.D., New York University School of Law, magna cum laude
B.A., Yale University, cum laude
Tax Management Portfolios™
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Wealth Planning with Hedge Fund and Private Equity Fund Interests and Related Section 2701 Issues (Portfolio 875)
This Portfolio, 6875 T.M., U.S. Income Tax Treaties — Benefits Provided by a Country to Its Own Residents and Citizens, covers the benefits granted under a bilateral income tax treaty.