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David W. Thal
Partner
Holland & Knight LLP - New York,NY
David Thal is an attorney in Holland & Knight's Stamford and New York offices and is a member of the firm's Private Wealth Services Group. Mr. Thal focuses his practice on estate planning, estate and trust administration, charitable planni...... Show More
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About
David Thal is an attorney in Holland & Knight's Stamford and New York offices and is a member of the firm's Private Wealth Services Group. Mr. Thal focuses his practice on estate planning, estate and trust administration, charitable planning, family office services and tax matters. Mr. Thal represents a diverse client base, but focuses his practice serving as counsel to ultra-high-net-worth families and their family offices, including hedge fund founders and the founders of multinational closely held businesses. He offers estate planning strategies customized to his clients' often complex circumstances. His recent representations include leading the estate settlement process for a large family office client and managing the day-to-day affairs for institutional-size domestic and international trust structures. Clients are impressed with Mr. Thal's work, saying he is: Always very diligent, always on time and he is a pleasure to work with. ... He has a very comprehensive knowledge and he is very practical too, which is a great combination. ... He is responsive, practical and methodical. - Chambers High Net Worth 2021 guide Mr. Thal develops family offices as well as advises clients with established family offices. He helps clients understand, execute and manage sophisticated estate planning, business succession and wealth transfer techniques to preserve family wealth through generations. He also advises clients on the successful implementation of a range of tax and estate planning techniques, including grantor retained annuity trusts (GRAT), installment sales, charitable lead annuity trusts, insurance trusts, dynasty trusts and private foundations tailored to specific client goals. Mr. Thal has significant experience effectively collaborating with teams of advisors and family office professionals to serve the best interests of his clients. Mr. Thal frequently provides continuing legal education (CLE) courses on estate planning matters. Prior to joining Holland & Knight, Mr. Thal was a principal in the private clients group of a boutique private wealth law firm in Stamford.
Specialities
Private Wealth Services
Wealth Planning and Preservation
Family Offices
International Private Client Group
trusts and estates
private clients group
wills, trusts and estate planning
probate and estate administration
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Positions
- Partner
Memberships
- New York State Bar Association, Member, 2012-Present; Trusts and Estates Law Section, 2012-Present; Tax Section, 2019-Present
- Connecticut Bar Association, Estate and Probate Section, 2010-Present
- Connecticut Insurance Law Journal
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FAQs
Here are some Frequently Asked Questions about David W. Thal
What organization is David W. Thal associated with?
David W. Thal is associated with Holland & Knight LLP.
What is David W. Thal’s work email address?
David W. Thal’s professional email address is d********l@h****.com. You can also email David W. Thal by clicking on the contact David W. Thal.
Where is David W. Thal based out of?
David W. Thal’s primary location is Stamford, CT.
What is David W. Thal's phone number?
David W. Thal's phone number is (212) 341-7216
What is David W. Thal's title??
David W. Thal is a Partner.