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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

  • Chambers High Net Worth
  • 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

  • Speaker, “Recent Developments and Trends in Federal and New York Law Affecting Estate Planning,” New York City Bar, City Bar Center for CLE, October 7, 2019
  • Speaker, “Latest Developments and Planning Ideas in Changing Times,” 2019 Trust Symposium, New York, NY, September 25, 2019
  • Speaker, NYSSCPA’s Annual Estate Planning Conference, New York, NY, May 23, 2019
  • Speaker, “Ownership of Cooperative Apartments and Condominiums by Trusts: An Overview of Popular Trusts and Obtaining Transfer Approval from Cooperative Boards,” New York, NY, November 27, 2018
  • Speaker, Family Office Symposium, New York, NY, November 8, 2018
  • Speaker, “Estate Planning in a Challenging Environment,” New York University Alumni Weekend, New York, NY, October 26, 2018
  • Panelist, “Latest Developments and Planning Ideas in Changing Times,” 2018 Trust Symposium, New York, NY, October 2, 2018
  • 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, November 27, 2019, 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 14, 2018, November 29, 2017
  • Speaker, “Annual Estate Planning Conference,” New York State Society of Certified Public Accountants, New York, 2019, 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, “Protecting Yourself, Your Family, and Your Heirs during the COVID-19 Crisis,” Stroock Special Bulletin, June 8, 2020
  • Co-author, “‘Virtual Witnessing’ of Wills, Lifetime Trusts, Health Care Proxies and Durable Powers of Attorney Is Allowed in New York State Through May 7, 2020,” Stroock Special Bulletin, April 8, 2020
  • Co-author, “Additional COVID-19 Emergency Tax Relief From the IRS and New York State,” Stroock Special Bulletin, March 30, 2020
  • Co-author, “Federal Estate, Gift and GST Tax Exemptions Continue Their Upward Surge to $11,580,000,” Stroock Special Bulletin, January 7, 2020
  • Co-author, “New York Retroactively Reinstates Its Estate Tax Clawback for Certain Taxable Gifts Made Within 3 Years of Death,” Stroock Special Bulletin, April 15, 2019
  • Co-author, “Federal Estate, Gift and GST Tax Exemptions Skyrocket to $11,400,000,” Stroock Special Bulletin, January 8, 2019
  • Co-author, “New Tax Law Provides Dramatic Estate, Gift and GST Tax Relief,” Stroock Special Bulletin, January 4, 2018
  • Author, “New Proposed Treasury Regulations Imperil Valuation Discounts for Family Controlled Entities,” Stroock Estate Planning Alert, August 25, 2016
  • Author, “Third Time is No Charm: Albany Fails (Yet Again) to Enact Meaningful Estate Tax Relief,” Stroock Special Bulletin, April 21, 2016
  • Co-author, “Estate Planning Alert – Albany Fails (Again) to Enact Meaningful Estate Tax Relief,” Stroock Special Bulletin, April 7, 2015
  • 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

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

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

Related News & Insights / Events

Events / November 8, 2018

Family Office Symposium

Events / October 2, 2018

2018 Trust Symposium

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