Anita S. Rosenbloom

Anita S. Rosenbloom, Chair of the Private Client Services Group and a member of the firm’s Diversity, Equity & Inclusion (DEI) Council, 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.

• Estate Planning
• Estate and Trust Administration
• Family Office
• Not for Profit Organizations and Charitable Giving
• Private Client Services

• New York Law Journal, Women Leaders in the Law
• Chambers High Net Worth, 2021
• Chambers High Net Worth, 2022
• Best Lawyers
• Super Lawyers
• Worth Magazine, Top 100 Attorneys in the United States

• 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

• Moderator, “Through the Looking Glass: Focused Strategies Amid a Shifting Tax and Legislative Landscape,” Stroock,  EisnerAmper and Marsh & McLennan Agency Virtual Roundtable, October 5, 2021
• Moderator, "Change in Control of Congress May Signal Seismic Shift in Future Estate Planning Opportunities," Stroock, March 22,2021
• 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, 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, November 27, 2018, 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

• Co-author, “Inflation Adjustments Send Federal Estate, Gift & GST Tax Exemptions Soaring to $12,920,000 Per Person and $25,840,000 Per Married Couple,” Stroock Client Alert, January 5, 2023

• Co-author, "Racing Against The Legislative Clock: Time Sensitive Gift and Estate Tax Planning Guidance," Stroock Client Alert, September 23, 2021

• Co-author, "Change in Control of Congress May Signal Seismic Shift in Future Estate Planning Opportunities," Stroock Client Alert, March 8, 2021
• 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

New York

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

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