David W. Kesner

Partner

David W. Kesner
Partner
offices New Haven
Stamford
phone 203-498-4406
fax203-782-2889
emaildkesner@wiggin.com
view LinkedIn profile


Biography

For more than 25 years, David has focused on assisting individuals, families, and closely held businesses with estate planning, estate settlement, taxation, and charitable giving. As a Partner in the Private Client Services Department, David seeks to help these clients manage, preserve, grow, and distribute wealth while achieving their financial and personal goals.

Clients often seek David's advice with respect to complex issues such as changes in federal estate and income tax law and the intricacies of property ownership in multiple states. David regularly shares his experience and knowledge in areas like these at events tailored for accountants, financial advisors, and the general public.

A co-founder of Wiggin and Dana's Philanthropy Practice Group, David is active in various civic and philanthropic organizations and currently serves as a director of Chapel Haven in New Haven, a school and transition program for adults with special needs.

He has been honored by Connecticut Legal Services, Inc. for pro bono services he rendered in the preparation of special needs trusts for the benefit of six teens and young adults experiencing mental health disabilities.

David earned his J.D. magna cum laude from New York Law School, where he was a member of the New York Law School Law Review. He obtained a B.S. summa cum laude in accounting from the New York Institute of Technology.

Advisories

12.22.2017President Trump Signs Tax Reform Legislation
12.12.2017Private Client Services 2017 Year-End Advisory
11.09.2017Domicile and Residence
11.09.2017Strategies For Owning Property In Multiple States
11.01.2017Connecticut Estate Tax Exemption Increased
02.06.2017A 2017 Repeal of the "Death Tax?"
12.15.2016Private Client Services 2016 Year-End Advisory
08.17.2016New Proposed Regulations Concerning Valuation Discounts
07.27.2016Portability: A Useful Estate Planning Tool
12.22.20152015 Year-End Estate Planning Advisory
07.15.2015Connecticut Budget Set to Impact the State's Highest Earners
02.26.2015Obama Administration's 2016 Budget Proposal
12.22.20142014 Year-End Estate Planning Advisory
06.02.2014Significant Changes to New York Estate and Income Tax Law Effective April 1, 2014
02.03.2014Estate Planning For Your Digital Assets
12.06.20132013 Year-End Estate Planning Advisory
04.30.2013Income Tax Provisions of the American Taxpayer Relief Act of 2012 and Other Recent Legislation
01.14.2013Estate Planning Ramifications of the American Taxpayer Relief Act of 2012

Published Works

02.02.2015Build Estate Plans with Commercial Real Estate InterestsEstate Planning, Vol. 42, No. 2
08.24.2006Estate Tax Deferral if Estate Assets Consist Largely of Closely Held Business Interests: Internal Revenue Code ยง6166Tax Newsletter of the Connecticut Bar Association, August 2, 2006
04.13.2005Subchapter S Stock in Trust Special ConsiderationsEstates & Probate Commentary, Connecticut Bar Association, Feb. 2005
08.19.2003Section 645 Election to Treat Revocable Trust as Part of the Grantor's Estate - Final Regulations Provide GuidanceEstates & Probate Newsletter of the Connecticut Bar Association, August 2003
07.30.2003Estate Taxes. (You're kidding right?)Family Equity, A Publication of The Center for Family Business at the University of New Haven, June 2003.
03.18.2003Fiduciary Income Tax Issues for Closely Held Business InterestsReprinted with permission from Probate & Property, March/April, 2003

offices New Haven
Stamford
phone 203-498-4406
fax203-782-2889
emaildkesner@wiggin.com
view LinkedIn profile

PRACTICE GROUPS

EDUCATION

  • New York Law School, J.D., 1992, magna cum laude
  • New York Institute of Technology, B.S., 1988, summa cum laude

BAR ADMISSIONS

  • Connecticut
  • Maine
  • Massachusetts


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