Newman, David


  Los Angeles, California, USA
 +1 (310) 312-3171
 +1 (310) 312-3789
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01:24 AM

Partner

Charitable Sector
Tax
Trusts & Estates

Legal Expertise
Representation of individuals and families on estate planning and tax planning in connection with investment activities. Representation of charitable organizations pertaining to their tax exemption and charitable gift planning programs.

Industry Focus
Charitable organizations and their donors

Key Professional Accomplishments
* Provides highly personalized tax and estate planning counsel to families, with some relationships spanning decades into the next generation of those families.
* Works with other advisors in the family office environment to coordinate and implement estate planning with philanthropic objectives, including advisory services to numerous family foundations.
* Served as the borrower's counsel for several independent schools utilizing tax-exempt bond financing for acquisition and construction of school facilities.
* Routinely represent charitable organizations, their officers and board members in various matters before the California Attorney General, including mergers of nonprofits, executive compensation and benefits, and the acquisition and disposition of assets.
* Represent foundations, donors and charities in negotiation and drafting of gift agreements to establish endowments, construct facilities and fund programs, including provisions covering restrictions on the use of funds, conditions to performance obligations and donor recognition through naming opportunities.
* Serve as lead attorney in the firm's engagement as general counsel to the UCLA Foundation, and advise a large number of other universities, colleges, hospital foundations, museums, environmental groups, social service agencies and other charities on endowment, fiduciary and gift planning matters.

Professional, Business and Civic Affiliations
* American College of Trust and Estate Counsel
* Board of Directors and Executive Committee, American Council on Gift Annuities.
* Chair, American Council on Gift Annuities State Regulations Committee.
* President Emeritus of the Board of Trustees, New Roads School
* Former member, Board of Directors and Executive Committee, National Committee of Planned Giving
* Former Chair, Tax Section, Beverly Hills Bar Association
* Former Chair, Tax Section of the Los Angeles County Bar Association
* Former Chair, Tax Section of the Los Angeles County Bar Association committees on foreign tax and tax-exempt organizations
* Former Trustee and member of the Executive Committee, New Visions Foundation * Los Angeles Chamber Orchestra Professional Advisors Council
* Associates of Caltech
* President’s Society, Claremont McKenna College
* California Club
* Men's Garden Club of Los Angeles

Court Admissions
* California, 1978
* U.S. Tax Court, 1979

Education
New York University School of Law, LL.M. Taxation 1979
University of California Los Angeles School of Law, J.D. 1977
Claremont McKenna College, B.A. 1973; cum laude