ATTORNEYS
David Wheeler Newman

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.

 

Representative Matters

  • 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.
David Wheeler Newman

Partner - Los Angeles


Email David Wheeler Newman


Phone:

  (310) 312-3171

Fax:

  (310) 231-8371
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Practice Area

Industry Focus

Charitable organizations and their donors

Education Collapse

  • 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

Court Admissions Collapse

  • California, 1978
  • U.S. Tax Court, 1979

Professional Recognition Expand

  • "Best Lawyers in America, Nonprofit/Charities Law, Tax Law, and Trusts & Estates Law," Best Lawyers, (2006-2012)
  • "Expert in State and Individual Tax Planning," Legal 500 US (2011) and Tax Directors Handbook (2011)
  • "Leading California Tax Attorney," Chambers USA (2010)
  • "Top 5% of lawyers in Southern California," Southern California Super Lawyers (2004-2011)
  • "Top 100 Attorneys,” Worth Magazine (December 2005)
  • AV® Preeminent™ Rating, Martindale-Hubbell

Publications and Presentations Expand

Professional, Business, and Civic Affiliations Expand

 

  • 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