Anita S. RosenbloomPartner

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Offices


Services

Anita S. Rosenbloom, Chair of the Private Client Services Group and a member of the firm’s diversity committee, practices estate planning, business succession planning and estate and trust administration and litigation. She has particular expertise in estate, gift, generation-skipping and fiduciary income taxes and the use of life insurance and other trust vehicles in estate plans.

Anita represents many family groups, including some of the most prominent families in America, and has broad experience in overlaying estate planning on the business planning for owners of family-controlled entities in a wide array of industries, with particular expertise in real estate and private fund management. Anita regularly represents individuals, corporations, closely-held businesses and other entities in transactions involving the acquisition and disposition of interests by a decedent’s estates and trusts. She also assists individual clients with family law matters, such as premarital and separation agreements, as well as the creation and administration of charitable gift programs and foundations.


Honors & Awards

  • Best Lawyers
  • Super Lawyers, Top Women in the New York Metro Area
  • Worth Magazine, Top 100 Attorneys in the United States

Memberships

  • Member, Stroock Diversity Committee
  • Fellow, American College of Trust and Estate Counsel
  • Ex Officio Member, Trusts & Estates Tax Committee, Association of the Bar of the City of New York
  • Member, New York State Bar Association

Selected Activities

  • Anita has lectured at the New York City Bar Association, New York State Society of Certified Public Accountants and the Practising Law Institute and has written articles on numerous estate planning subjects, including the use of life insurance and other trust vehicles to reduce tax liability and special planning considerations for the succession of closely-held business interests.
  • She is a co-author of Manning on Estate Planning (Practising Law Institute, 7th ed., 2013 updated annually). Anita’s articles appear in publications such as the New York Law Journal, the New York University Institute on Federal Taxation, New York State Bar Association N.Y. Real Property Law Journal and the New York State Bar Association Trusts and Estates Law Section Newsletter, and the Practising Law Institute’s Tax Law and Estate Planning Series.

Speeches & Events

  • Featured Speaker, “Ownership of Cooperative Apartments and Condominiums by Trusts: An Overview of Popular Trusts and Obtaining Transfer Approval from Cooperative Boards,” New York City Bar, City Bar Center for CLE, October 30, 2017, November 16, 2016, November 17, 2015
  • Speaker, “Estate Planning Strategies: The Top Ten List,” New York City Bar, City Bar Center for CLE, November 29, 2017
  • Speaker, “Annual Estate Planning Conference,” New York State Society of Certified Public Accountants, New York, 2018, 2017, 2016, 2015, 2014, 2013
  • Speaker, “Hot Federal and New York Issues in Estate Planning,” New York City Bar, City Bar Center for CLE, November 10, 2016
  • Speaker, “New York Tax Law Changes Affecting Estate Planning & Trusts,” New York City Bar, City Bar Center for CLE, November 5, 2015
  • Speaker, “Living with the New NYS Estate, Gift & Trust Income Tax Provisions,” New York City Bar, City Bar Center for CLE, October 23, 2014

Publications

  • Co-author, “Manning on Estate Planning,” Practising Law Institute, 7th ed., 2013 and annual updates
  • Co-author, “Cooperative Housing Corporations-Ownership by Trusts: A Retrospective and a Forecast,” New York State Bar Association N.Y. Real Estate Property Law Journal, Summer 2014, Vol. 42, No. 3
  • Co-author, “Cooperative Housing Corporations-Ownership by Trusts: A Retrospective and a Forecast,” New York State Bar Association Trusts & Estates Newsletter, Winter 2013, Vol. 46, No. 4

Admitted To Practice

New York, 1981

U.S. District Court, Southern District of New York, 1981


Education

LL.M., New York University, 1987; Tax

J.D., cum laude, New York University School of Law, 1980; Member, New York University Law Review; Order of the Coif

B.A., summa cum laude, State University of New York, Buffalo , 1976


 
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Publications