Stroock’s national reputation in the area of Personal Client Services is built on technical skill, trust, sensitivity, and loyalty.
The firm’s Personal Client Services attorneys advise clients across a broad spectrum of areas, including estate planning and related tax work, estate and trust administration, estate and trust litigation, succession planning for family businesses and charitable gifting. Attorneys in the Personal Client Services group work closely with clients to help them identify and achieve their objectives; their success is demonstrated by client relationships that often span generations within families.
Stroock’s Personal Client Services attorneys have a particularly keen understanding of the estate, gift and generation-skipping tax regimes. This enables them to stay ahead of sweeping legislative developments and build flexibility into their clients’ wills and trusts to ensure they work well under new scenarios. Attorneys in the Personal Client Services practice also proactively identify opportunities for clients and assist them in implementing sophisticated plans. To provide clients with a full range of services, and to help them coordinate their estate planning with their business, investment or financial planning, members of the Personal Client Services group work with attorneys in Stroock's other practices such as corporate, tax, ERISA, litigation, financial restructuring and real estate.
The Personal Client Services group represents a range of clients, which includes:
- Entrepreneurs and family business owners
- Corporate executives
- Investment bankers
- Real estate developers
- Providers of professional services and financial services, such as doctors, accountants, lawyers, investment advisers, insurance agents and real estate brokers
- Individuals with multinational ties
- Authors, artists and collectors
- Investors and other individuals wishing to preserve their wealth
- Trust and estate beneficiaries
- Public and private charities, including some of the country’s leading cultural and educational institutions
- Individual and corporate trustees and executors, as well as directors and corporate officers
- Families with investment offices
- Individuals, corporations and lending institutions in transactions with estates and trusts
RELATED FILES & LINKS
November 2017 Tax Proposals Summary Tables - comparisons under the current law, the House Bill, andDOWNLOAD
Attorneys in this Group
|Etta Brandman||Special Counsel||New York||
|Mayer Greenberg||Partner||New York||
|Shaina S. Kamen||Associate||New York||
Shaina S. Kamen
|Bradley Kulman||Partner||New York||
|Mark A. Levy||Of Counsel||New York||
Mark A. Levy
|Jerome A. Manning||Of Counsel||New York||
Jerome A. Manning
|Kevin Matz||Partner||New York||
|Anita S. Rosenbloom||Partner||New York||
Anita S. Rosenbloom
|Ronald J. Stein||Of Counsel||New York||
Ronald J. Stein
|Kathryn E. Trinh||Associate||New York||
Kathryn E. Trinh
|Tamar D. Warburg||Associate||New York||
Tamar D. Warburg
|Kadeen L. Wong||Associate||New York||
Kadeen L. Wong
Etta Brandman quoted in "Rebbetzin Dr. Adina Shmidman to Lead OU’s New Department of Women’s Initiatives"
October 25, 2017|As mentioned in: JBN
Stroock Partner Kevin Matz Appointed President-Elect, Foundation for Accounting Education’s Board of Trustees
July 6, 2017|Press Release
Kevin Matz quoted in "Little Tax Plan Promises Big Benefits For Wealthy Clients"
May 23, 2017|As mentioned in: Financial Advisor
Anita S. Rosenbloom quoted in "Where There’s a Will, There’s a Way"
March 26, 2017|As mentioned in: Super Lawyers
Kevin Matz mentioned in "On the Move"
February 10, 2017|As mentioned in: New York Law Journal
Kevin Matz featured in "Stroock’s Personal Client Services Group Adds Noted Private Wealth Attorney and CPA Kevin Matz as Partner in New York"
February 9, 2017|As mentioned in: Global Banking & Finance Review
Kevin Matz featured in "Stroock’s Personal Client Services Group Adds CPA Kevin Matz as Partner in New York"
February 7, 2017|As mentioned in: Fintech Finance
Kevin Matz featured in "Stroock’s Personal Client Services Group Adds Kevin Matz as Partner in New York"
February 6, 2017|As mentioned in: citybizlist
Stroock’s Personal Client Services Group Adds Noted Private Wealth Attorney and CPA Kevin Matz as Partner in New York
February 6, 2017|Press Release
47 Stroock Partners and Counsel Named to Best Lawyers in America for 2017
August 15, 2016 |Press Release
Anita S. Rosenbloom quoted in "Prince's Estate: No Will Could Mean Chaos, Tax Bills and Lawsuits, Say Experts"
April 27, 2016|As mentioned in: The Hollywood Reporter
45 Stroock Partners and Counsel Named to Best Lawyers in America for 2016
August 17, 2015
17 Stroock Attorneys Named to 2011 Edition of Best Lawyers
August 5, 2010
Stroock & Stroock & Lavan LLP, a national law firm with offices in New York, Los Angeles and Miami, announced that 17 attorneys across 12 practice areas have been selected by their peers for inclusion in the 2011 edition of Best Lawyers®.
Anita Rosenbloom Selected as One of Worth Magazine’s Top 100 Attorneys
December 9, 2008
In its January 2009 issue, Worth Magazine named Stroock Personal Client Services Partner Anita Rosenbloom as one of the “Top 100 Attorneys” in the nation. According to Worth, this elite group is recognized for their "expertise, insight, trustworthiness and commitment to their clients’ needs” and honors lawyers who possess the rare combination of skill, experience and listening ability that allows them to counsel their clients on some of their most critical, personal decisions. In addition to being honored, Ms. Rosenbloom was also interviewed for a related feature in the magazine, “Trying Cases.” The article discussed individual investment strategies in the current economic climate.
"Eight Regulations the IRS Says Are “Unduly Complex,” Impose “an Undue Financial Burden on Taxpayers” or Exceed the IRS’s Statutory Authority"
August 1, 2017|Stroock Special Bulletin
“New IRS Release of Estate Tax Lien Requirements”
Volume 31, Number 2, 2017 |Probate and Property
"Governor Cuomo Approves Amendments to 2013 New York Non-Profit Revitalization Act to Refine Numerous Provisions, Including Those Relating to Conflicts of Interest, Related-Party Transactions and Board Committee Composition"
February 23, 2017|Stroock Special Bulletin
"New Proposed Treasury Regulations Imperil Valuation Discounts for Family Controlled Entities"
August 25, 2016|Stroock Estate Planning Alert
"Third Time is No Charm: Albany Fails (Yet Again) to Enact Meaningful Estate Tax Relief"
April 21, 2016|Stroock Special Bulletin
"Estate Planning Alert - Albany Fails (Again) to Enact Meaningful Estate Tax Relief"
April 7, 2015|Stroock Special Bulletin
“Cooperative Housing Corporations—Ownership by Trusts: A Retrospective and a Forecast”
Summer 2014|NYSBA N.Y. Real Property Law Journal
"New York State Enacts Legislation Reforming Estate, Gift, GST and Trust Income Tax Laws, Including Gradually Increasing the New York State Estate Tax Exclusion From $1,000,000 to the Federal Level (Currently $5,340,000)"
April 4, 2014|Stroock Special Bulletin
"2014 - A Banner Year For Estate Planning -- Federal Estate, Gift and Generation-Skipping Tax Exemptions Rise to New Threshold of $5,340,000
(ALERT: Prompt Action Should be Considered by New York Residents to Complete Gifting Before April 1, 2014)
January 30, 2014|Stroock Special Bulletin
"Cooperative Housing Corporations – Ownership by Trusts: A Retrospective and a Forecast"
Winter 2013, Vol. 46, No. 4|Trust and Estates Law Section Newsletter- NYSBA
"Post-DOMAstic Tranquility? New Treasury Guidance on Same-Sex Marriage: Retirement, Benefits, Gift & Estate Taxes"
September 4, 2013|Stroock Special Bulletin
Implications of Supreme Court’s U.S. v. Windsor Decision on Estate Planning and Retirement and Welfare Plans
July 30, 2013|Stroock Special Bulletin
Federal Estate Tax Reform on the Horizon: President’s Newly Released 2014 Budget Proposals Would Roll Back the $5,000,000 Estate, Gift and GST Tax Exemptions to 2009 Levels, Increase All Transfer Tax Rates to 45% and Curtail Several Popular Wealth-Transfer Techniques
April 18, 2013|Stroock Special Bulletin
"President Signs New Bill Permanently
Unifying the Federal Estate, Gift and
Generation-Skipping Tax Exemptions at
$5,250,000 and Increasing All Transfer
Tax Rates to 40%"
January 4, 2013|Stroock Special Bulletin
"Federal Gift, Estate and Generation-Skipping Tax Exemptions Remain at $5,000,000 Level – For Now!"
January 30, 2012|Stroock Special Bulletin
"Domestic Workers’ Bill of Rights and Wage Theft Prevention Act"
January 19, 2012|Stroock Special Bulletin
"President Signs New Bill Dramatically Reducing Federal Estate, Gift and Generation-Skipping Tax Rates to 35% and Increasing All Exemptions to $5,000,000"
December 20, 2010|Stroock Special Bulletin
"Back To The Future? What You Need to Know as Congress Mulls Estate, Gift and GST Tax Regimes"
May 1, 2010|onwallstreet
Health Care Reform: The Initial Impact
March 26, 2010|Stroock Special Bulletin
New Bill Threatens Effectiveness of Grantor Retained Annuity Trusts
March 24, 2010|Stroock Special Bulletin
“Roth On! Window Opens in 2010 for Individuals Historically Closed Out of Roth IRA Conversions and Rollovers”
December 2009|Employee Benefit Plan Review
"Federal Estate, Gift and GST Taxes Temporarily Repealed in 2010"
December 24, 2009|Stroock Special Bulletin
“IRS Grants Certain Taxpayers an FBAR Filing Deadline Extension to September 23, 2009”
June 25, 2009|Stroock Special Bulletin
“Protecting Donors of Restricted Charitable Gifts in Hard Economic Times,”
May 12, 2009|Stroock Special Bulletin
“Update: Proposed Estate and Gift Tax Legislation Expands Gifting Opportunities for Estate Planning Minded Individuals"
April 2, 2009|Stroock Special Bulletin
"Federal Estate, Gift and Generation-Skipping Transfer Tax Update – 2009 and Beyond"
March 16, 2009|Stroock Personal Client Services Group Special Bulletin
“Estate Planning Opportunities for Fund Managers and Fund Investors in a Volatile, Low Interest Rate Environment”
June 1 ,2008|Stroock Personal Client Services Practice Group Special Bulletin
"Estate Planning Opportunities in a Volatile, Low Interest Rate Environment"
May 2, 2008|Stroock Personal Client Services Practice Group Special Bulletin
"Housing Cooperatives: Ownership by Trusts"
Spring 2002|NYSBA N.Y. Real Property Law Journal
Congress Passes Broad Estate, Gift and Generation-Skipping Tax Changes
Summer 2001|Stroock Special Bulletin
NYSBA Annual Meeting
January 24, 2018
FAE's Trust and Estate Taxation Conference
December 7, 2017
New York City Bar's CLE "Estate Planning Strategies: The Top Ten List"
November 29, 2017
NYSSCPA's Estate Planning Committee Meeting
November 16, 2017
U.S. Estate and Gift Taxation of Nonresident Aliens
August 22, 2017
Estate Planning and Carried Interest: Estate Tax Reduction Strategies for Private Equity and Hedge Fund Founders
August 1, 2017
Estate Planning: Misfires of the Rich and Famous
July 27, 2017
NYSSCPA Annual Estate Planning Conference
May 25, 2017
Yale Club Insurance Group Roundtable Discussion of the 51st Annual Heckerling Meeting
April 3, 2017
NYSSCPA's 2017 Heckerling Review
February 16, 2017
New York City Bar CLE: Ownership of Cooperative Apartments and Condominiums by Trusts
November 16, 2016
New York City Bar's CLE Program "Ownership of Cooperative Apartments and Condominiums by Trusts"
November 17, 2015
New York City Bar's "New York Tax Law Changes Affecting Estate Planning and Trusts"
November 5, 2015
New York City Bar CLE: "Living with the New NYS Estate, Gift & Trust Income Tax Provisions"
October 23, 2014
The Structured Finance Institute’s U.S. Tax Advantaged Structures for Investing in Distressed Debt
Tuesday, May 19, 2009