Through our technical skill, creativity and integrity, we have built one of the nation’s most vibrant and respected private client services teams. Our success is demonstrated by intense client loyalty spanning generations and branches of families.
Drawing upon the resources of our real estate, corporate, tax, ERISA and litigation groups, our team provides clients with creative solutions to the frequently complex matters that arise in this area. As a full-service team, we help clients design estate plans that dispose of assets in a tax-efficient manner, coordinate intergenerational estate planning for family groups, develop succession plans for family-owned businesses, administer trusts, estates, family offices and not-for-profits, prepare estate tax returns and defend estate and gift tax audits and litigate trust and estate disputes.
We excel in overlaying estate planning on business planning for owners of family-controlled entities, with a particular focus on real estate and private fund management. We are also well-regarded for our international estate planning work, regularly advising on cross-border estate planning and administration matters. As recognized nationwide thought leaders, members of our group have made major contributions to the advancement of trusts and estate practice.
In The Spotlight
News
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April 19, 2019 | Tax Notes Today
Kevin Matz Interviewed on “Estate Planners Score Points in New O-Zone Regs”
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April 10, 2019 | American College of Trust and Estate Counsel
Kevin Matz Talks Qualified Opportunity Funds, Opportunity Zones on ACTEC Podcast
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September 4, 2018 | ACTEC Foundation
Kevin Matz featured on “Trust and Estate Talk”
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June 27, 2018
Shifra Herzberg Joins Stroock’s Private Client Services Group in New York as Special Counsel
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October 25, 2017 | JBN
Etta Brandman quoted in "Rebbetzin Dr. Adina Shmidman to Lead OU’s New Department of Women’s Initiatives"
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July 6, 2017
Stroock Partner Kevin Matz Appointed President-Elect, Foundation for Accounting Education’s Board of Trustees
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May 23, 2017 | Financial Advisor
Kevin Matz quoted in "Little Tax Plan Promises Big Benefits For Wealthy Clients"
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March 26, 2017 | Super Lawyers
Anita S. Rosenbloom quoted in "Where There’s a Will, There’s a Way"
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February 10, 2017 | New York Law Journal
Kevin Matz mentioned in "On the Move"
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February 7, 2017 | Fintech Finance
Kevin Matz featured in "Stroock’s Private Client Services Group Adds CPA Kevin Matz as Partner in New York"
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February 6, 2017
Stroock’s Private Client Services Group Adds Noted Private Wealth Attorney and CPA Kevin Matz as Partner in New York
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February 6, 2017 | citybizlist
Kevin Matz featured in "Stroock’s Private Client Services Group Adds Kevin Matz as Partner in New York"
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August 15, 2016
47 Stroock Partners and Counsel Named to Best Lawyers in America for 2017
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April 27, 2016 | The Hollywood Reporter
Anita S. Rosenbloom quoted in "Prince's Estate: No Will Could Mean Chaos, Tax Bills and Lawsuits, Say Experts"
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August 17, 2015
45 Stroock Partners and Counsel Named to Best Lawyers in America for 2016
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August 5, 2010
17 Stroock Attorneys Named to 2011 Edition of Best Lawyers
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December 9, 2008
Anita Rosenbloom Selected as One of Worth Magazine’s Top 100 Attorneys
Publications
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April 15, 2019 | Stroock Special Bulletin
New York Retroactively Reinstates Its Estate Tax Clawback for Certain Taxable Gifts Made Within 3 Years of Death
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January 8, 2019 | Stroock Special Bulletin
Federal Estate, Gift and GST Tax Exemptions Skyrocket to $11,400,000
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November 6, 2018 | Stroock Special Bulletin
Six Burning Questions on the New Qualified Opportunity Zone Guidance
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August 1, 2018 | TaxStringer
“When Opportunity Knocks to Defer Tax on Gains: ‘Qualified Opportunity Funds’”
By: Kevin Matz -
July 17, 2018 | Stroock Special Bulletin
“When Opportunity Knocks to Defer Tax on Gains – ‘Qualified Opportunity Funds’”
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June 18, 2018 | Stroock Special Bulletin
“The Lender Case: Potential Avenue for Family Offices to Obtain Trade or Business Expense Deductions for Rendering Investment Management Services”
By: Kevin Matz -
June 1, 2018 | The TaxStringer
“Does Lender Management Provide Family Offices with a Roadmap for Obtaining an IRC section 162 Trade or Business Expense Deduction in Connection with Providing Investment Management Services?”
By: Kevin Matz -
March 16, 2018 | WealthManagement.com
"Pass-Through Deduction Primer"
By: Kevin Matz -
March 2, 2018 | WealthManagement.com
"Gifting Opportunities Under the New Tax Law"
By: Kevin Matz -
March 2, 2018 | WealthManagement.com
"A Major Change in Planning with Limited Entities"
By: Kevin Matz -
February 26, 2018 | WealthManagement.com
"Increased Exemption Amounts: Use Them or Lose Them?"
By: Kevin Matz -
February 1, 2018 | TaxStringer
"How the 2017 Tax Reform Act Affects Estate Planning for High-Net Worth Individuals"
By: Kevin Matz -
January 4, 2018 | Stroock Special Bulletin
"New Tax Law Provides Dramatic Estate, Gift and GST Tax Relief"
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August 1, 2017 | Stroock Special Bulletin
"Eight Regulations the IRS Says Are “Unduly Complex,” Impose “an Undue Financial Burden on Taxpayers” or Exceed the IRS’s Statutory Authority"
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February 23, 2017 | Stroock Special Bulletin
"Governor Cuomo Approves Amendments to 2013 New York Non-Profit Revitalization Act to Refine Numerous Provisions, Including Those Relating to Conflicts of Interest, Related-Party Transactions and Board Committee Composition"
By: David W. Lowden -
August 25, 2016 | Stroock Estate Planning Alert
"New Proposed Treasury Regulations Imperil Valuation Discounts for Family Controlled Entities"
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April 21, 2016 | Stroock Special Bulletin
"Third Time is No Charm: Albany Fails (Yet Again) to Enact Meaningful Estate Tax Relief"
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April 7, 2015
"Estate Planning Alert - Albany Fails (Again) to Enact Meaningful Estate Tax Relief"
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Summer 2014
“Cooperative Housing Corporations—Ownership by Trusts: A Retrospective and a Forecast”
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April 4, 2014
"New York State Enacts Legislation Reforming Estate, Gift, GST and Trust Income Tax Laws, Including Gradually Increasing the New York State Estate Tax Exclusion From $1,000,000 to the Federal Level (Currently $5,340,000)"
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January 30, 2014
"2014 - A Banner Year For Estate Planning -- Federal Estate, Gift and Generation-Skipping Tax Exemptions Rise to New Threshold of $5,340,000 (ALERT: Prompt Action Should be Considered by New York Residents to Complete Gifting Before April 1, 2014)
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Winter 2013, Vol. 46, No. 4
"Cooperative Housing Corporations – Ownership by Trusts: A Retrospective and a Forecast"
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September 4, 2013
"Post-DOMAstic Tranquility? New Treasury Guidance on Same-Sex Marriage: Retirement, Benefits, Gift & Estate Taxes"
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July 30, 2013
Implications of Supreme Court’s U.S. v. Windsor Decision on Estate Planning and Retirement and Welfare Plans
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April 18, 2013
Federal Estate Tax Reform on the Horizon: President’s Newly Released 2014 Budget Proposals Would Roll Back the $5,000,000 Estate, Gift and GST Tax Exemptions to 2009 Levels, Increase All Transfer Tax Rates to 45% and Curtail Several Popular Wealth-Transfer Techniques
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January 4, 2013
"President Signs New Bill Permanently Unifying the Federal Estate, Gift and Generation-Skipping Tax Exemptions at $5,250,000 and Increasing All Transfer Tax Rates to 40%"
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January 30, 2012
"Federal Gift, Estate and Generation-Skipping Tax Exemptions Remain at $5,000,000 Level – For Now!"
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January 19, 2012
"Domestic Workers’ Bill of Rights and Wage Theft Prevention Act"
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December 20, 2010
"President Signs New Bill Dramatically Reducing Federal Estate, Gift and Generation-Skipping Tax Rates to 35% and Increasing All Exemptions to $5,000,000"
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May 1, 2010
"Back To The Future? What You Need to Know as Congress Mulls Estate, Gift and GST Tax Regimes"
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March 24, 2010
New Bill Threatens Effectiveness of Grantor Retained Annuity Trusts
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December 24, 2009
"Federal Estate, Gift and GST Taxes Temporarily Repealed in 2010"
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June 25, 2009
“IRS Grants Certain Taxpayers an FBAR Filing Deadline Extension to September 23, 2009”
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May 12, 2009
“Protecting Donors of Restricted Charitable Gifts in Hard Economic Times,”
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April 2, 2009
“Update: Proposed Estate and Gift Tax Legislation Expands Gifting Opportunities for Estate Planning Minded Individuals"
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March 16, 2009
"Federal Estate, Gift and Generation-Skipping Transfer Tax Update – 2009 and Beyond"
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June 1 ,2008
“Estate Planning Opportunities for Fund Managers and Fund Investors in a Volatile, Low Interest Rate Environment”
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May 2, 2008
"Estate Planning Opportunities in a Volatile, Low Interest Rate Environment"
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Summer 2001
Congress Passes Broad Estate, Gift and Generation-Skipping Tax Changes
Events
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March 7, 2019
Highlights of 2019 Heckerling Institute on Estate Planning
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February 20, 2019
The American College of Trust and Estate Counsel’s “Section 199A: Final Regulations, New Guidance, and Implications for Estate Planners” Webinar
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February 13, 2019
NYSSCPA Estate Planning Committee Meeting
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December 4, 2018
Queens/Brooklyn Chapter Annual Tax Conference
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November 27, 2018
Ownership of Cooperative Apartments and Condominiums by Trusts: An Overview of Popular Trusts and Obtaining Transfer Approval from Cooperative Boards
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November 14, 2018
Estate Planning Strategies: The Top Ten List
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November 8, 2018
Family Office Symposium
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November 5, 2018
NYSSCPA's Tax Planning for Individuals Conference
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October 26, 2018
Estate Planning in a Challenging Environment
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October 17, 2018
The Proposed Section 199A Regulations and Multiple Trust Rules: What Estate Planners Need to Know
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October 2, 2018
2018 Trust Symposium
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July 19-20, 2018
NYU School of Professional Studies – Trusts and Estates Tax Conference
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March 1, 2018
Highlights of 2018 Heckerling Institute on Estate Planning
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February 7, 2018
NYCBA's Estate Planning Primer
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January 24, 2018
NYSBA Annual Meeting
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December 7, 2017
FAE's Trust and Estate Taxation Conference
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November 29, 2017
New York City Bar's CLE "Estate Planning Strategies: The Top Ten List"
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November 16, 2017
NYSSCPA's Estate Planning Committee Meeting
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October 30, 2017
New York City Bar's CLE Program "Ownership of Cooperative Apartment & Condominiums by Trusts: An Overview of Popular Trusts and Obtaining Transfer Approval from Cooperative Boards"
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September 28, 2017
New York State Society of CPAs Estate Planning
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August 22, 2017
U.S. Estate and Gift Taxation of Nonresident Aliens
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August 1, 2017
Estate Planning and Carried Interest: Estate Tax Reduction Strategies for Private Equity and Hedge Fund Founders
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July 27, 2017
Estate Planning: Misfires of the Rich and Famous
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May 25, 2017
NYSSCPA Annual Estate Planning Conference
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April 3, 2017
Yale Club Insurance Group Roundtable Discussion of the 51st Annual Heckerling Meeting
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February 16, 2017
NYSSCPA's 2017 Heckerling Review
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November 16, 2016
New York City Bar CLE: Ownership of Cooperative Apartments and Condominiums by Trusts
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November 17, 2015
New York City Bar's CLE Program "Ownership of Cooperative Apartments and Condominiums by Trusts"
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November 5, 2015
New York City Bar's "New York Tax Law Changes Affecting Estate Planning and Trusts"
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October 23, 2014
New York City Bar CLE: "Living with the New NYS Estate, Gift & Trust Income Tax Provisions"
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Tuesday, May 19, 2009
The Structured Finance Institute’s U.S. Tax Advantaged Structures for Investing in Distressed Debt
Lawyers In This Group
Back To Service| Name | Title | Office |
| Tamar D. Warburg | Associate |
New York 212-806-5435 (Office) twarburg@stroock.com |
| Kadeen L. Wong | Associate |
New York 212-806-6574 (Office) kwong@stroock.com |
| Ronald J. Stein | Of Counsel |
New York 212-806-6018 (Office) rstein@stroock.com |
| Kathryn E. Trinh | Associate |
New York 212-806-5442 (Office) ktrinh@stroock.com |
| Jay J. Scharf | Associate |
New York 212-806-1203 (Office) jscharf@stroock.com |
| Mark A. Levy | Senior Counsel |
New York 212-806-6062 (Office) mlevy@stroock.com |
| Shaina S. Kamen | Associate |
New York 212-806-6136 (Office) skamen@stroock.com |
| Shifra Herzberg | Special Counsel |
New York 212-806-1238 (Office) sherzberg@stroock.com |
| Etta Brandman | Special Counsel |
New York 212-806-6027 (Office) ebrandman@stroock.com |
| Anita S. Rosenbloom | Partner |
New York 212-806-6026 (Office) arosenbloom@stroock.com |
| Bradley Kulman | Partner |
New York 212-806-6613 (Office) bkulman@stroock.com |
| Mayer Greenberg | Partner |
New York 212-806-6286 (Office) mgreenberg@stroock.com |
| Daniel Martinez | Associate |
Miami 305-789-9306 (Office) dmartinez@stroock.com |
| Kevin Matz | Partner |
New York 212-806-6076 (Office) kmatz@stroock.com |
