David N. Milner
Partner

Tel: 212-935-3131, Ext. 313
Fax: 212-935-4514
Email:




Areas of Practice
 
Experience
Mr. Milner’s practice is focused on assisting clients plan their financial lives from an income, gift and estate tax perspective. This often includes helping clients structure complicated business relationships in a manner calculated to reduce income tax consequences. Mr. Milner also helps families develop strategies which will permit them to accumulate wealth and then pass this wealth down to future generations in a practical, tax efficient manner. Mr. Milner represents clients in tax controversies before the Internal Revenue Service and state and local taxing authorities and provides guidance to families in administration of estates and trusts. Prior to starting his legal career, Mr. Milner, who is also a CPA, had a ten year career in the accounting profession. This experience, which included working in the tax practice of both a “Big 4” and a well respected regional accounting firm, enables him to offer his clients uncommon insight into a wide variety of legal and business matters.

Bar Admissions
  • New York, 1976
  • U.S. Tax Court, 1978
  • U.S. District Court, Southern District of New York, 1991
  • U.S. District Court, Eastern District of New York, 1991
Professional Licenses
  • Certified Public Accountant - New York State, 1974
Education
  • New York University School of Law, LLM, 1981
  • Brooklyn Law School, JD, 1975
  • Long Island University, BS, 1971
    >  Major: Accounting
Professional Associations and Memberships
  • New York State Bar Association - Tax Section - Committees on Estates and Trusts, Estate and Trust Administration, Compliance, Practice and Procedure
  • New York State Bar Association - Elder Law Section
  • New York State Bar Association - Real Property Section
  • American Bar Association - Tax Section
  • American Bar Association - Real Property Probate and Trust Section
Other
  • Trustee, Village of Lake Success, New York
  • Frequent speaker before community groups and trade organizations on matters relating to estate planning and wealth preservation and matters relating to the income tax aspects of condominium development
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