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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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

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Recognition


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

Credentials


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

Admissions
California