David Goldstein

David Goldstein is a trusts and estates lawyer handling sophisticated domestic and international estate planning and tax matters. David advises ultra-high net worth individuals and their families on matters involving cross-border trusts, multi-jurisdictional estate tax planning, pre-immigration and expatriation planning, and trust and estate administration. David provides deeply sophisticated and customized planning strategies for clients. His practice also includes planning for charitable gifts and serves as a trusted resource for creating, operating and administering private foundations.

As a thought leader in the field, David publishes informed content on a wide range of planning and wealth preservation strategies.

Prior to joining Farrell Fritz, David was a member of the Private Client Group at a New York-based AmLaw 50 law firm.

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Experience

• Advises multiple generations across a single-family office in connection with estate planning and trust administration.
• Advises clients in connection with management of family limited partnership and intergenerational estate planning strategies.
• Advise trustees in connection with foreign trust administration and restructuring.
• Advises foreign individuals on structuring investments in US real property.
• Advises clients on immigration and expatriation tax consequences.
• Review and advise on US tax considerations in connection with the drafting and administration of foreign trusts.
• Incorporated and serves as pro bono counsel for charity, advising on strategic, governance, employment, and contractual issues.
• Advises numerous private foundations on domestic and international tax compliance considerations.

Community Work

• President, local synagogue
• Volunteer little league baseball coach

Recognition

• Super Lawyers, Trusts and Estates