Anita S. Rosenbloom offers estate and wealth transfer planning, business succession planning, and trust and estate administration counsel to high-net-worth and ultra-high-net-worth individuals, families and family offices throughout the United States. Anita’s clients value her decades-long experience and legal and business acumen. She is the principal legal advisor and trusted counselor to generations of multiple large families.
Anita has significant experience representing multigenerational privately held businesses. She provides nuanced, practical counsel on the highly technical issues that may arise when structuring and implementing estate and business plans, negotiating real estate and other business transactions, managing private funds and other investments, and facilitating consensus and conflict resolution in the event of disputes—often on a tax-favored basis.
Anita is highly skilled in estate and trust administration. She represents fiduciaries in transactions involving decedent’s estates and trusts, counsels clients on fiduciary matters, and advises on probate proceedings and estate tax reporting and audit matters.
Recognized as a leader in her field, Anita speaks and writes frequently on emerging topics in estate, tax and business succession planning and related legislation. She has delivered presentations sponsored by the New York City Bar Association, the New York State Society of Certified Public Accountants, the Practising Law Institute and other leading tax, wealth management and estate-planning organizations.
