David A. Stein Esq.

Partner and US Wealth Planning Practice Group Leader
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David leads the Withers LLP's Wealth Planning practice group in the US. His practice involves 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, 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

Bloomberg BNA Tax Management Portfolios:
(Commissioned) 875 T.M., Wealth Planning With Hedge Fund and Private Equity Fund Interests and Related IRC Section 2701 Issues (co-author)