David
Goldstein
Trusts & Estates
Partner
New York City
T: 646-329-1985
dgoldstein@farrellfritz.com dgoldstein@farrellfritz.com
About David
David Goldstein’s practice is focused on a broad range of domestic and international estate planning and tax matters, including the establishment of cross-border trusts, multi-jurisdictional estate tax planning, pre-immigration and expatriation planning and trust and estate administration. David also concentrates on charitable gift planning and the creation and administration of private foundations.
David’s extensive background and expertise in advising ultra high-net-worth individuals and their families enables him to develop sophisticated and customized planning strategies for clients.
Prior to joining Farrell Fritz, David was a member of the Private Client Group at Shearman & Sterling. He has published extensive thought leadership on trusts and estates topics, and he was a frequent contributor to Shearman’s estate planning advisories and updates.
Credentials
Education
- New York University School of Law (JD)
- New York University School of Law (LL.M. in Taxation)
- The Wharton School of the University of Pennsylvania
- University of Pennsylvania
Bar Admissions
- New York
Affiliations & Appointments
- Society of Trusts & Estates Practitioners (STEP)
- New York City Bar Association, Past Member, Estate & Gift Taxation Committee
News
I’m a Financial Planner: Here Are 5 Mistakes You Must Avoid When Transferring Property to Heirs
While the subject might be uncomfortable for some, estate planning is essential for property owners. David Goldstein shares his thoughts with Yahoo Finance on…
July 31, 2023
Farrell Fritz Expands NYC Office with Corporate & ECVC and Trusts & Estates Partners: News Coverage
On June 13, 2023, Farrell Fritz was pleased to announce the additions of Josh Kalish and David Goldstein to its…
June 15, 2023
Press Releases
Farrell Fritz Expands NYC Office with Corporate & ECVC and Trusts & Estates Partners
Farrell Fritz is pleased to announce the additions of Josh Kalish and David Goldstein to its growing New York City…
June 13, 2023