Overview
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.
Her articles have appeared in the New York Law Journal, the New York State Bar Association’s N.Y. Real Property Law Journal, the New York State Bar Association Trusts & Estates Law Section newsletter, the Practising Law Institute’s Tax Law & Estate Planning series and publications by the New York University Institute on Federal Taxation. Anita is also a co-author of Manning on Estate Planning (Practising Law Institute, 7th ed., 2013 updated annually).
Results
- Advised many clients across the wealth spectrum on how to maximize and leverage the use of exemptions to transfer billions of dollars of wealth to next generations, free of estate, gift and generation-skipping taxes*
- Structured many multigenerational plans, overlaying estate planning on business planning for family-controlled entity owners in wide-ranging industries, including real estate (multifamily housing, low-income housing and office/retail), private/fund investment management, aerospace (global aerial, intelligence, surveillance and reconnaissance), and fragrance and beauty products*
- Represented many multigenerational family groups in all lifecycle phases of estate planning, from active estate planning through administration of complex estates and trusts*
- Administered large estates and trusts comprising virtually all asset classes, including preparing estate tax returns and successfully defending audits involving complex valuation issues while sustaining high levels of valuation discounts*
*Matter handled prior to joining McDermott.
Recognitions
- Chambers High Net Worth, New York: Private Wealth Law, 2021–2023
- The Best Lawyers in America, Litigation: Trusts and Estates and Trusts and Estates, New York, 2005 to 2024
- Martindale-Hubbell, “AV Preeminent” Peer Rating
- New York Law Journal, Women Leaders in the Law
- Super Lawyers, 2006–2023, including Top 50: Women New York — Metro Super Lawyers: 2006
- Worth Magazine, Top 100 Attorneys in the United States, 2021
Community
- American College of Trust & Estate Counsel, fellow
- New York State Bar Association, member
- Association of the Bar of the City of New York, Trusts & Estates Tax Committee, ex officio member
Credentials
Education
New York University, LLM, 1987
New York University School of Law, JD, cum laude, 1980
State University of New York, Buffalo, BA, summa cum laude, 1976
Courts/Agencies
US District Court for the Southern District of New York
Admissions
New York
