Rothman Gordon: Estates, Trusts & Taxation

Rothman Gordon's Estates, Trusts & Taxation Department prides itself on creating plans that reflect your individual needs. Our attorneys can help you to create an estate plan that accomplishes your goals with minimal taxes and administrative costs. They also efficiently assist in the administration of the estates of loved ones with the objective of completing the administration on a timely basis. We can also assist with the formation and representation of charitable trusts, private foundations, or public charities. We provide tax advice to clients at all stages of life, from establishing the best qualified college savings plan to gifts to minors for very young children to arranging for guardianship and health care issues for the very elderly. We know that you want to be confident your family is well-cared for - our goal is to ensure that confidence.

Our experience includes:

Estates from the very small to in excess of $100 million
Combined 150 years of estate planning and administration experience
Charitable remainder trusts
Charitable lead trusts
Special needs trusts
Family limited partnerships
Irrevocable life insurance trusts
Private operating foundations
Private supporting foundations
Private foundations
Orphans' Court litigation
Retirement and income tax planning
Formation of corporations, limited liability companies and tax-advantaged limited-partnerships for business and corporate entities
Counsel on pension plans and employee benefits
Real estate transfers in connection with estate administration
Preparation of gift tax, estate tax, and fiduciary tax actions
Maintaining Orphans' Court accounting records for trusts and estates