David A. Stein

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  • Partner and US Wealth Planning Practice Group Leader at Withers Bergman LLP
  • 157 Church Street, New Haven, CT 06502
    430 Park Avenue, 10th Floor, New York, NY 10022
    505 Sansome Street, 2nd Floor, San Francisco, CA 94111
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Education & Credentials

University Attended:
Yale University, B.A., 1993
Law School Attended:
New York University School of Law, J.D.; New York University School of Law, J.D.; New York University School of Law, J.D.
Year of First Admission:
1982
Admission:
1999, New York; 2005, Connecticut; 2005, Registered Foreign Lawyer in the UK; 2012, California; 1982, Massachusetts
ISLN:
914185244

Areas of Practice (13)

  • Charities and non-profit
  • Families and family offices
  • Family businesses
  • Founders
  • High net worth individuals
  • Investment funds
  • Construction Law
  • Philanthropy
  • Private client
  • Real Estate
  • Sports, talent and entertainment
  • Tax
  • Technology

Peer Reviews

4.8/5.0 (15 reviews)
Martindale-Hubbell® AV Preeminent Rating Badge
  • Legal Knowledge

    4.9/5.0
  • Analytical Capability

    4.8/5.0
  • Judgment

    4.7/5.0
  • Communication

    4.9/5.0
  • Legal Experience

    4.9/5.0
  • 5.0/5.0 Rated by a Of Counsel on 11/19/12 in Wealth Planning

    David is a extraordinary lawyer, the complete package. He is smart, sensitive, handles clients and opponents well. One can have complete confidence when working with him.

  • 5.0/5.0 Rated by a Partner on 07/18/12 in Trusts and Estates Taxation

    David Stein is a law firm leader and client favorite. I have heard from his former partners at an elite firm. He has had many academic accomplishments, but most importantly he is dedicated to his clients and practices under the highest ethical cons... Read more

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  • 5.0/5.0 Rated by a Associate/Assistant General Counsel on 12/14/12 in Taxation

  • 5.0/5.0 Rated by a Of Counsel on 11/19/12 in Tax Planning

    David is an extsaordinary lawyer, the complete package. Vsaryu knowledgeable about partnership and individual tax planning.

  • 5.0/5.0 Rated by a Member on 11/18/12 in Trusts and Estates

  • 5.0/5.0 Rated by a Partner on 07/26/12 in Taxation

  • 5.0/5.0 Rated by a Partner on 07/24/12 in Trusts and Estates

    In addition to being a fine lawyer, David is a nice person with good interpersonal skills.

  • 5.0/5.0 Rated by a Partner on 07/24/12 in Wealth Planning

  • 5.0/5.0 Rated by a Unknown on 11/13/08 in Taxation

  • 5.0/5.0 Rated by a Unknown on 11/01/08 in Trusts and Estates

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David A. Stein: Partner and US Wealth Planning Practice Group Leader at Withers Bergman LLP