Mr. Stein represents numerous family-owned businesses, advising them on succession and tax planning, partnership interests and other issues. He also represents public and private foundations and is a director of several charitable foundations. Mr. Stein frequently collaborates with other professionals, including accountants, insurance agents and investment advisers.
- Member, The Association of the Bar of the City of New York
- Member, New York State Bar Association
- Member, The Florida Bar
Admitted To Practice
Florida, 1975; New York, 1959
LL.B., cum laude, Harvard Law School, 1959; Member, Board of Editors, Harvard Law Review, 1958-1959
LL.M., Georgetown University, 1962
A.B., Columbia University, 1956
In The Spotlight
PublicationsBack To Full Bio
July 17, 2018 | Stroock Special Bulletin
“When Opportunity Knocks to Defer Tax on Gains – ‘Qualified Opportunity Funds’”By: Kevin Matz
June 18, 2018 | Stroock Special Bulletin
“The Lender Case: Potential Avenue for Family Offices to Obtain Trade or Business Expense Deductions for Rendering Investment Management Services”By: Kevin Matz
August 25, 2016 | Stroock Estate Planning Alert
"New Proposed Treasury Regulations Imperil Valuation Discounts for Family Controlled Entities"
April 21, 2016 | Stroock Special Bulletin
"Third Time is No Charm: Albany Fails (Yet Again) to Enact Meaningful Estate Tax Relief"
April 7, 2015
"Estate Planning Alert - Albany Fails (Again) to Enact Meaningful Estate Tax Relief"
January 30, 2012
"Federal Gift, Estate and Generation-Skipping Tax Exemptions Remain at $5,000,000 Level – For Now!"