David Goldstein is an associate in the Private Client practice.

He represents both domestic and international clients in a broad range of estate planning and tax matters, including pre-immigration tax planning, establishment of cross-border trusts, multi-jurisdictional estate and expatriation tax planning, charitable gift planning and private foundations and administration of estates and trusts. David joined the firm in 2015.

• Advising afoundation on multiple aspects of its day-to-day operations and domestic and international expansion
• Advising an extended family on estate, trust and tax issues in connection with ongoing trust administration and international intergenerational wealth transfers
• Advising European individuals with respect to pre-immigration planning
• Advising U.S. citizens and long-term green card holders on tax planning in connection with their expatriation
• Advising non-U.S. residents on U.S. tax issues in connection with investment in U.S. property
• Advising executors and trustees on general trust and estate administration
• Representing individuals in connection with their participation in the Offshore Voluntary Disclosure Program

Awards & Accolades

• Selected to Super Lawyers New York Metro Rising Stars list in the area of Estate Planning & Probate, 2015-2020

Speaking Engagements

• New York City Bar Association’s Primer on Probate – Panelist, March 28, 2018

Professional Affiliations

• NYC Bar Estate and Gift Taxation Committee, Former Member

Publications

• Co-author, article entitled “Steinberg v. Commissioner: Cutting the Cord on McCord,” published in ABA Real Property Trust & Estate Law, October 2013 eReport
• Election Year Estate Planning, Oct. 20, 2020: “Significant tax reform could be imminent, depending on whether Biden or Trump wins next month’s election and which party controls Congress. Joe Biden’s tax plan proposes changes that would drastically impact wealth transfer planning, including, but not limited to:”
• Current Estate Planning Opportunities, Mar. 23, 2020: “Our primary concern during this highly unusual time is that you and your family are safe and sound. We urge you to remain as cautious and well-informed as possible. As always, we remain available to assist with your estate planning, including reviewing your estate plan with you, if you, like many of our clients, feel so inclined.”
• Estate Planning Advisory, May 28, 2019: “As a general rule, it is advisable to revisit your estate plan every few years, or if some major change occurs in your personal circumstances or in applicable law. Recent historic changes to the tax law warrant revisiting your estate plan now.”
• Potential US Tax Reform Could Fundamentally Change the Structure of the US Tax System, Nov. 28, 2016: “With the election of Donald Trump, who pledged during the campaign to usher in fundamental tax reform (including major tax cuts), the Republican majorities in Congress have begun planning major tax changes to the Internal Revenue Code of 1986 (the “Code”). It is widely anticipated that 2017 will see the most comprehensive changes to the Code since 1986.”
• Treasury Issues Proposed Regulations Limiting Valuation Discounts on Transfers of Family-Controlled Entities,  Aug. 18, 2016: “The Treasury Department recently issued long-awaited proposed regulations regarding valuation discounts of interests in corporations and partnerships for estate, gift and generation-skipping transfer tax purposes.”