Estate Planning

We help our clients devise and implement plans to dispose of their assets in accordance with their wishes and in a tax-efficient manner. Our keen understanding of sweeping changes to the estate, gift and generation-skipping transfer tax regimes enables us to build flexibility in our clients' wills, trusts and other planning documents, assuring our clients that their plans will work well under new scenarios. We develop succession plans for family-owned businesses and create family entities, such as corporations, family partnerships, limited liability companies, trusts and foundations, to achieve their objectives concerning the disposition of property and the management, control and preservation of asset, taxes and charity. In addition, we administer trusts, estates, and not for profit organizations, with particular attention to financial matters, fiduciary duties, family issues and tax considerations.
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NEWS

  • Kevin Matz quoted in "Little Tax Plan Promises Big Benefits For Wealthy Clients"
    May 23, 2017|As mentioned in: Financial Advisor
  • 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.