Overview


Michael Rosen-Prinz works with individuals and families to solve problems and develop strategies for wealth transfer, family governance, business succession planning and estate, gift and generation-skipping transfer tax matters. Michael assists clients with the formation and operation of family offices and private trust companies, and the coordination of such structures with the family’s overall estate plan. Michael advises on tax, SEC and other regulatory compliance issues and has helped clients develop and implement policies and procedures for their private trust companies.

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Repräsentative Mandate


  • Prepared straightforward and complex estate plans for individuals
  • Established private trust companies for international and US families
  • Performed tax efficient domestication of foreign trusts and restructuring of a complex, multibillion-dollar foreign and US structure

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Auszeichnungen


  • Los Angeles Super Lawyers, Rising Star 2013 to 2018
  • Chambers High Net Worth 2018 – 2019, Southern California Private Wealth
  • The Best Lawyers in America 2018 to 2020, Trusts and Estates

Mitgliedschaften


  • California Lawyers Association, executive committee member of Trusts and Estates Section
  • Beverly Hills Bar Association, past chair of the Trust and Estates Section

Qualifikation


Education
University of California – Berkeley School of Law, JD
University of California – Santa Barbara, BA, with high honors

Admissions
California

Michael Rosen-Prinz

Insights & Events / Media

Washington, DC / Speaking Engagements / November 14-15 2019

Palo Alto, CA / McDermott Event / November 8, 2019

San Francisco, CA / McDermott Event / November 7, 2019

New York, New York / Speaking Engagements / May 22, 2017

Palo Alto, California / McDermott Event / November 9, 2018

San Francisco, California / McDermott Event / November 8, 2018

Los Angeles, California / McDermott Event / November 7, 2018

Chicago, Illinois / McDermott Event / May 14 - 16, 2018

Manhattan Beach, California / Speaking Engagements / April 20, 2018

Los Angeles, California / Speaking Engagements / April 20, 2018

Sacramento, California / Speaking Engagements / January 12, 2018

Los Angeles, California / Speaking Engagements / November 15, 2017

Silicon Valley, California / McDermott Event / November 3, 2017

San Francisco, California / McDermott Event / November 2, 2017

Los Angeles, California / McDermott Event / November 1, 2017

San Diego, California / Speaking Engagements / June 20, 2017

Philadelphia, Pennsylvania / McDermott Event / June 5 – 7, 2017

San Francisco, California / Speaking Engagements / May 18, 2017

San Francisco, California / Speaking Engagements / March 16, 2017

Los Angeles, California / McDermott Event / March 1, 2017

California Trusts & Estates Quarterly 2015 Issue 2 / 2015

STEP Journal / May 2014

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