His years of experience as a trusts and estate attorney and leader of professional and not-for-profit organizations has honed his ability to understand the needs of his clients and provide advice tailored to the individual and family needs of clients.
Richard S. Rothberg is a preeminent attorney in the estate planning field, honing his ability to understand the needs of his clients and provide advice tailored to their individual and family needs. He joined the Firm in 2023 with more than 35 years in practice areas including personal wealth transfer planning; estate and trust administration; estate, gift and generation-skipping tax planning; fiduciary income tax issues; estate and gift tax dispute resolution; wealth transfer litigation and charitable planning.
Mr. Rothberg also counsels clients on marital planning, including legal and financial planning in the context of marriage and the marriages of children and other family members and the preparation and negotiation of prenuptial and postnuptial agreements.
Mr. Rothberg received his JD in 1967 from Harvard Law School, cum laude. He attended Northwestern University, Evanston, Illinois, receiving his BA with distinction in 1964. He was a member of Phi Beta Kappa.
A former Chair of the Trusts and Estates Law Section, New York State Bar Association, Mr. Rothberg has also served as a fellow of the American College of Trust and Estate Counsel. He has been recognized by New York Magazine as one of the New York City area’s “Best Lawyers” in the field of Trusts and Estates, and has been named to the “Super Lawyers of New York.”
In addition, he has written and lectured extensively on topics related to gift and estate taxation, including contributions to legal and tax journals on the subjects of federal and state estate taxes, retirement plan benefits, S Corporations and the valuation of family businesses.
