Personal Client Services

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
  • Philanthropists
  • 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
As leaders in the field of trusts and estates, Stroock’s Personal Client Services attorneys speak and write on estate planning and trust and estate administration. Three of the firm’s attorneys co-author Manning on Estate Planning, a leading treatise on estate planning, which is updated annually. The publication is popular among practitioners and law students nationwide.

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Attorneys in this Group


NAME TITLE OFFICE
Etta Brandman Special Counsel New York

Etta Brandman
Special Counsel
New York

Mayer Greenberg Partner New York

Mayer Greenberg
Partner
New York

Shaina S. Kamen Associate New York

Shaina S. Kamen
Associate
New York

Bradley Kulman Partner New York

Bradley Kulman
Partner
New York

Mark A. Levy Of Counsel New York

Mark A. Levy
Of Counsel
New York

Jerome A. Manning Of Counsel New York

Jerome A. Manning
Of Counsel
New York

Daniel Martinez Associate Miami

Daniel Martinez
Associate
Miami

Kevin Matz Partner New York

Kevin Matz
Partner
New York

Anita S. Rosenbloom Partner New York

Anita S. Rosenbloom
Partner
New York

Ronald J. Stein Of Counsel New York

Ronald J. Stein
Of Counsel
New York

Kathryn E. Trinh Associate New York

Kathryn E. Trinh
Associate
New York

Tamar D. Warburg Associate New York

Tamar D. Warburg
Associate
New York

Kadeen L. Wong Associate New York

Kadeen L. Wong
Associate
New York

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