(No Ratings Yet)
Loading...2 views
Updated: November 9th, 2020 | New Haven | Lawyer List D | Withers Bergman LLP |
The current rating on David A. Stein is
(No Ratings Yet)Loading...And receives 2 page views
Address: 157 Church Street, new-haven, CT, 06502
Law Firm: Withers Bergman LLP
Phone: 203-361-9194
Fax: 203 785 8127
Email:
Website: http://www.withersworldwide.com/
| Title | Partner and US Wealth Planning Practice Group Leader |
| First Year of Call | |
| Areas of Practice | |
| Description | 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.DatesJoined2004Partner2005Talks ˜Legal issues faced by founders, entrepreneurs, executives and wealthy family members amid the coronavirus outbreak,’ Withers webinar – April 17, 2020, speaker˜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 speakerPublications˜˜Life and law go on’: How attorneys are working through New York City’s lockdown ,’ Spear’s – May 12, 2020, quoted ˜Heirs of Ultra-Wealthy Can Profit Even When Markets Plunge,’ – March 6, 2020, quoted ˜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 ˜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,’ article – January 2018, co-author˜Carried Interest Wealth Planning for the Global Fund Manager: An Introduction to Carry Planning and Implications in the International Context’, Bloomberg BNA Tax Management Estates, Gift and Trust Journal, August 2016˜Tread Carefully’, STEP Journal, May 2015, co-author˜Unique Wealth Transfer Planning Opportunities for Fund Professionals in 2011 and 2012′, Greenwich, CT, May 2011˜An alternative to the vertical slice’, Private Asset Management, April 2011˜Non-Vertical Carried Interest Transfer Planning An Alternative to the Vertical Slice’, Private Asset Management, March 2011˜UBIT Issues in Investment Partnerships What Tax-Exempt Investors (and Their Taxable Partners) Should Know’, Tax Planning for Domestic and Foreign Partnership, LLC s, Joint Ventures and Other Strategic Alliances, Practising Law Institute, 2004-2011˜Going Non-Vertical with Fund Interests – Creative Carried Interest Transfer Planning When The ˜Vertical Slice’ Won’t Cut It’, Trusts and Estates Magazine, November 2010.˜Economic Turmoil Creates Unprecedented Planning Opportunities for Principals of Investment Funds’, Withers Bergman LLP Briefing Notes, January 2009˜A Tale of Two Systems’, Legal Week, March 2005__ |
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.
David P. Cherundolo
Strout & Payson P.A.
Eric M. Martin Attorney
Patrick H. Tate P.A.
The Ted Kanner Law Office
Conliffe Sandmann & Sullivan
John R. Hakanson
Hoeppner Wagner & Evans LLP
Bowman & Chamberlain LLC
Bleakley Bavol Denman & Grace
The Sanchez Law Firm LLC
Brogan & Brogan
Farrar Holliman Medley & Butler
Humbarger Zebell & Bieberich P.C.
Kollman & Saucier P.A.
Your Family Mediator Law Firm PLLC
