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.

Michael also has substantial experience in cross-border planning for international families. He represents entrepreneurs with global business interests, families seeking to establish trusts and other structures to benefit loved ones in the US and beyond, and multi-jurisdictional individuals looking to structure their affairs in a private, tax-efficient manner. He also advises clients on issues relating to foreign trusts, pre-immigration planning, expatriation, in-bound and out-bound transfers, compliance obligations and structuring investment vehicles in the United States and other jurisdictions.

Michael regularly speaks to local and national audiences on a variety of issues related to US and international tax and estate planning.

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Results

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

Represented a trustee in the administration and the Internal Revenue Service audit of a complex taxable estate consisting of multiple trusts and conflicting beneficiaries and creditors
Represented a family patriarch and matriarch in structuring control and ownership of a multi-hundred million dollar family business to implement a desired management succession plan among descendants as well as the tax-efficient transfer of wealth to irrevocable trusts

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Recognitions

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

Community

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