Updated: August 15th, 2022 | New Haven | Lawyer List D | Withers Bergman LLP |
Address: 157 Church Street, new-haven, CT, 06502
Law Firm: Withers Bergman LLP
Fax: 203 785 8127
|First Year of Call|
|Areas of Practice|
|Description||David is a partner in our private client and tax team.He has a varied focus, negotiating investment advisory joint ventures throughout the world; reviewing private placements and other investment advisory products for both advisors and prospective investors; servicing the varied needs of family offices; and has an extensive estate planning team for clients ranging from high net worth multinational families to local professionals. Track recordRestructured holdings of a US member of a predominantly civil law family to permit long-term participation in family investment vehicles despite civil law failure to recognize trusts.Implemented numerous international investment advisory joint ventures for core group of prominent academics partnering with major local financial institutions.Implemented first private client bespoke private equity fund with manager who had previously dealt exclusively with corporates and sovereigns. DatesJoined1982Partner1987Publications ˜How the New Federal and New York Estate Tax Exemption Could Affect Your Estate Plan,’ Withers article – January 2018, co-author ˜How the New Federal and Connecticut Estate and Gift Tax Exemption Could Affect Your Estate Plan,’ Withers article – January 2018, co-author˜Daddy Wanted ME to Have The Honus Wagner!’ Art, Auctions and Antiques Special Report, April 2015|
The original base of our US practice, New Haven remains the home office for many of our US attorneys. For over 40 years, our New Haven-based attorneys have been providing sophisticated tax, estate planning and other legal advice to successful families and business, not only in Connecticut but across the globe.
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