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David Stein

Outside General Counsel to Families

David Stein is a seasoned tax and trusts & estates lawyer with over 20 years of experience catering to individuals and families with significant net worth.

He specializes in providing high-level strategic guidance on various complex matters including succession planning, family office structuring, philanthropy, and more. His expertise extends beyond conventional wills, trusts, and tax planning.

David's proficiency is supported by a vast network of partners and colleagues at Withers, the world's largest private client practice, ensuring comprehensive solutions to intricate problems.

While primarily based on the East Coast, he is also licensed to practice in California and played a pivotal role in establishing Withers' San Francisco office.

His clientele comprises wealth creators from diverse fields such as technology, fund management, and various industries, alongside families with inherited wealth.

David's dedication lies in making his clients' issues his own, understanding them holistically to craft tailored solutions, simplifying technical concepts for better client engagement, and providing honest opinions on critical matters.

Highlights

Jul 19 · Law360
The 2017 Rising Stars, By Firm - Law360
The 2017 Rising Stars, By Firm - Law360
Jul 16 · Law360
Law360 Names Top Attorneys Under 40 - Law360
Law360 Names Top Attorneys Under 40 - Law360
David Stein
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Location

Guilford, Connecticut, United States