Anita S. Rosenbloom offers estate and wealth transfer planning, business succession planning, and trust and estate administration counsel to high-net-worth and ultra-high-net-worth individuals, families and family offices throughout the United States. Anita’s clients value her decades-long experience and legal and business acumen. She is the principal legal advisor and trusted counselor to generations of multiple large families.
Referenzmandate
- Advised many clients across the wealth spectrum on how to maximize and leverage the use of exemptions to transfer billions of dollars of wealth to next generations, free of estate, gift and generation-skipping taxes*
- Structured many multigenerational plans, overlaying estate planning on business planning for family-controlled entity owners in wide-ranging industries, including real estate (multifamily housing, low-income housing and office/retail), private/fund investment management, aerospace (global aerial, intelligence, surveillance and reconnaissance), and fragrance and beauty products*
- Represented many multigenerational family groups in all lifecycle phases of estate planning, from active estate planning through administration of complex estates and trusts*
Auszeichnungen
- Chambers High Net Worth, New York: Private Wealth Law, 2021–2025
- Best Lawyers in America, Litigation – Trusts and Estates, Trusts and Estates, 2005-2026
- Martindale-Hubbell, “AV Preeminent” Peer Rating
Internationale Märkte
Mitgliedschaften
- American College of Trust & Estate Counsel, fellow
- New York State Bar Association, member
- Association of the Bar of the City of New York, Trusts & Estates Tax Committee, ex officio member
Qualifikation
Education
- New York University, LLM
- New York University School of Law, JD, cum laude
- State University of New York at Buffalo, BA, summa cum laude
Admissions
- New York
Courts / Agencies
- US District Court for the Southern District of New York