David A. Stein

David A. Stein: Attorney with Withers Bergman LLP AV stamp icon
  • Partner and US Wealth Planning Practice Group Leader at Withers Bergman LLP
  • 505 Sansome Street, 2nd Floor, San Francisco, CA 94111
    View David A. Stein's other office locations
  • Peer Reviews

    4.8/5.0 (15)
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    • #359 in weekly profile views out of 24,892 Attorneys in San Francisco, CA
    • #11,106 in weekly profile views out of 1,822,222 total attorneys Overall
Attorney Awards

Biography

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.

Dates

Joined
2004

Partner
2005

Talks

‘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 speaker

Publications

‘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

(Also at New Haven, Connecticut and New York, New York Offices)

Areas of Practice (7)

  • Families and family offices
  • Technology
  • Charities and non profit
  • Philanthropy
  • High-net-worth individuals
  • Family businesses
  • Owners and entrepreneurs

Education & Credentials

Contact Information:
203 974 0349  Phone
212 848 9888  Fax
www.withersworldwide.com/people/david-a-stein
University Attended:
Yale University, B.A., cum laude, 1993
Law School Attended:
New York University School of Law, J.D., magna cum laude, Order of the Coif, Law Review, 1998
Year of First Admission:
1999
Admission:
2005, Registered Foreign Lawyer in the UK; 2005, Connecticut; 1999, New York; 2012, California
Memberships:

Memberships

Government Relations Committee, Non-Profit Coordinating Committee of New York

Board of Directors, International Festival of Arts and Ideas

Board of Directors, Hamptons Shakespeare Festival

New York State Bar Association

American Bar Association

Languages:
Spanish and French and Japanese
ISLN:
914185244

Peer Reviews

4.8/5.0 (15 reviews)
High ethical standing icon
A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.
  • 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.

    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. Read less

    Read less
  • 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

    Read more

    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 constraints, never pushing the envelope in a field of many greys. Read less

    Read less

*Peer Reviews provided before April 15, 2008 are not displayed.

San Francisco, California

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