Gideon Rothschild, J.D., CFP, CPA

Gideon Rothschild is a partner with the law firm of Moses & Singer, L.L.P. in New York city and specializes in estate planning and asset protection planning. 

He focuses his practice in the areas of domestic and international estate planning and asset protection, including the use of sophisticated estate planning techniques in the representation of high net worth individuals. Mr. Rothschild is a nationally recognized authority on the use of offshore trusts and other planning techniques for wealth preservation. His clients include professionals, real estate developers and owners, closely-held business owners and directors of publicly-held companies. His practice also includes estate administration and the representation of clients in taxpayer disputes at the federal, state and local levels.

Mr. Rothschild is a Fellow of the American College of Trust and Estates Counsel and listed in Best Lawyers in America. He is the co-author of the BNA Tax Management portfolio on Asset Protection Planning and is a member of the Advisory Boards of BNA’s Tax Management and Trusts and Estates.

He is an Adjunct Professor at the University of Miami School of Law and New York Law School Graduate Programs and has lectured frequently on asset protection and advanced estate planning strategies to professional groups including the University of Miami’s Philip Heckerling Institute, the New York University Federal Tax Institute, the New York State Bar Association, the American Bar Association, the Southern Federal Tax Institute and the American Institute of Certified Public Accountants. Mr. Rothschild is also licensed as a Certified Public Accountant.

He is Chair of the American Bar Association Committee on Asset Protection, is on the board of advisors for The Journal of Asset Protection and The Practical Accountant in addition to serving as an editorial consultant for Offshore Press, Inc.

He's a contributing author to The Practical Accountant,West's New York Practice and the New York Law Journal. He has written dozens of articles for numerous publications on the subjects of asset protection, estate planning and elder law. He is also a frequent speaker at professional conferences. 

Mr. Rothschild is an Adjunct Professor at the University of Miami Law School Graduate Program and has lectured frequently on asset protection and estate planning to professional groups including the American Bar Association (program chair), the New York University Federal Tax Institute, Southern Federal Tax Institute, the New York State Bar Association, and the American Institute of Certified Public Accountants. He is the co-author of the forthcoming BNA Tax Management Portfolio on Asset Protection.

PRESENTATIONS

  • ALI-ABA CLE Video (Chair) 1998 American Institute of Certified Public Accountants, 1995, 1998, 2001 
  • American Bar Association, 1995, 1997-2001
  • Estate Planning Councils - New York, New Jersey, Northeast Michigan, Fairfield County, Philadelphia, Las Vegas, 1995-2001 
  • Foundation for Accounting Education, 1995-1998,2000-2001 
  • Institute for Continuing Legal Education, 1994-1996, 2001 
  • National Law Foundation, 1999-2001 
  • National Tax Institute, 1996-2000 
  • New York City Bar Association, 1997-2000 
  • New York County Lawyers Association, 1997-1999 
  • New York State Bar Association, 1997
  • New York University Institute of Federal Taxation, 1994-1995, 1999-2001
  • Practicing Law Institute, 1997, 2000, 2001 
  • Security Mutual Life Insurance, 1999 
  • Southern Federal Tax Institute, 2000 
  • SunAmerica Securities, 2000
  • University of Miami, Philip Heckerling Estate Planning Institute, 2001
  • Vanderbilt University Law School, 1999 
  • William & Mary Law School, 2000;
  • Massuchusetts CLE Institute 2001; 
  • Pennsylvania Bar Association 2001
He has been interviewed by numerous magazines, including 
    • Forbes, 
    • Money Magazine, 
    • The Wall Street Journal, 
    • Bloomberg Personal, 
    • Smart Money, 
    • Financial Planning, 
    • Medical Economics, 
    • Kiplinger's Retirment Report, 
    • CFP Today and 
    • Tax HOTline, . 
He has also been interviewed on the CNN Money Wheel, CNBC Money Talk, the Adriane Berg Show (WABC AM), the Bob Warnick Show (Manhattan Cable TV), the Law Line-Manhattan Cable TV. 
 

Professional Focus

Gideon is committed to assist individuals and businesses with legal methods to preserve their wealth from taxes and future litigation. His areas of legal concentration include Estate planning, Asset protection planning, Trust and estate administration, Tax controversies, Business transactions and Elder law. 
 

Articles Published

 
Year Title Publisher
September 2005 "Asset Protection Planning - Current Strategies and Pitfalls," Tax Management Estates Gifts and Trusts Journal
June 2005 "Protect Your Family for Generations with a Dynasty Trust,"
Tax HOTline
April 2005 "Did Bankruptcy Reform Act Close the ‘Loophole’ for the Wealthy?,"
Tax Notes
January 2005 "Asset Protection, Riches Out of Reach.,",
The PPLI Solution. Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance. Ed. Kirk Loury. Princeton, NJ: Bloomberg Press
January 2005 Asset Protection Strategies, Volume II. Chapter 14 Funding the Foreign Asset Protection Trust Onshore v Offshore,"
Asset Protection Strategies, Volume II. - American Bar Association,
July 2004 Should You 'Go Bare?' An Interview by Physicians Financial News, Reproduced with permission from Rogers Publishing Limited,
April 2004 Advantages of Limited Liability Companies,
Tax HOTline
March 2004 More Clients Should Choose Trusts,"
Trusts & Estates
March 2004 "Recent Developments Concerning Family Limited Partnerships,"
Wealth Preservation Advisor
February 2004 Shrewd Ways to Protect Your Assets from Creditors,
Tax HOTline
January 2004 "Smart Addition to Your Estate/Gift Strategy (529 College Savings Plan)
Tax HOTline
September 2003 Asset-Protection Planning: Ethical? Legal? Obligatory?
Trusts & Estates
March 2003 "Asset Protection Audit Checklist
Estate Tax Planning Advisor
November 2002 "Maintaining the Inegrity of the FLP
www.offshoreinvestment.com
November 2002 Trusts in Prime Jurisdictions
Contributing Author. Kluwer International Law Publishing
November 2002 Protecting Your Assets From Malpractice Claims
Cataract & Refractive Surgery Today and Endovascular Today
June 2002 Self-Settled Asset Protection Trusts
Estate Tax Planning Advisor
June 2002 Estate Tax Savings with Self-Settled Trusts
Estate Tax Planning Advisor, Vol. 1, Issue 6
May 2002 "Planning With Spendthrift Trusts
Estate Tax Planning Advisor
January 2002 Intent to Defraud: Does it Apply to Future Creditors?
Offshore Finance Casebook
January 2002 Asset Protection Planning, , BNA Tax Management, 810-2nd
BNA Tax Management, 810-2nd
July 2001 Protecting the Estate from Inlaws and Other Predators
University of Miami Estate Planning Institute
December 1999 "Asset Protection After Anderson: Much Ado About Nothing?
Estate Planning, Vol. 26, No. 10
December 1999 Offshore Trusts-Onshore Litigation
Probate and Property
November/December 1999 Self-Settled Spendthrift Trusts: Should a Few Bad Apples Spoil the Bunch?" (Co-authored with Daniel S. Rubin) Journal of Bankruptcy Law & Practice, (Vol.9, No. 1), 
May, 1999 Creditor Protection for Life Insurance and Annuities (Co-authored with Daniel S. Rubin) The Journal of Asset Protection
May/June, 1999 Has Offshore Trust Litigation Spoiled the Fun? Recent Decisions Regarding Offshore Trusts (Co-authored with Daniel S. Rubin) Offshore Finance - USA
May, 1998 Family Owned Business - Exclusioni or Illustion? RIA Estate Planning Alert
August, 1997  Coming In From The Cold - Estate Planning Using Alaska Trusts CCH Taxes
July/August, 1997 Does the New Alaska Trust Act Provide an Alternative to the Foreign Trust?  Journal of Asset Protection
March/April, 1997 Protecting Retirement Plans Journal of Asset Protection
Summer, 1996 Are Your Clients (and you) Completely Protected? Trusts and Estates Law Section Newsletter
May, 1996 Contingent Transfers and 
the Marital Deduction
CCH Taxes
February, 1996 Establishing and Drafting Offshore Asset Protection Trusts Estate Planning
June, 1995 A Tool To Pass on Family Businesses - And More The Counselor
Winter, 1995 Family Limited Partnerships - Estate Planners Nirvana One to One - N.Y.S. Bar Association
October, 1994 Family Limited Partnerships The Practical Accountant
May, 1994 How Far You Can Go To Safeguard Your Client's Assets The Practical Accountant
March, 1994 Asset Preservation: Legal and Ethical Considerations New York Law Journal
February, 1994 Leveraging The SUPERGRAT The Practical Accountant
November, 1993 The CPA/LAW Forum The CPA/LAW Forum
October & November, 1993 Asset Protection Planning, (Part Two) Clark Boardman Callaghan's Estate & Personal Financial Planning
April, 1993 Are You Really Protected?  New York State CPA Journal
March, 1993 The Personal Residence Trust: One GRIT That Still Works The Practical Accountant
March, 1993 Cover Your Assets Chicago Medicine
Feb. 1993 - Present Estate Planning Columnist The Practical Accountant
July, 1992 Are You Really Protected Against Liability? Real Estate Weekly
July, 1992 Practical Considerations in Asset Protection Planning Journal of Financial Planning



Professional Affiliations

  • Advisory Board, American Academy of Estate Planning Attorneys 
  • Advisory Board, Asset Protection Journal 
  • Advisory Board, BNA Tax Management: Estates, Gifts and Trusts 
  • Advisory Board, Offshore Finance USA 
  • Advisory Board, Keeping Current 
  • Advisory Board, Practical Accountant 
  • American Association of Attorney-Certified Public Accountants 
  • American Bar Association (Chair, Committee on Asset Protection, Member, Section on: Real Property, Probate and Trust) 
  • Estate Planning Council of New York City Member: 
  • New York State Bar Association (Member, Section on: Estate Tax) 
  • New York City Bar Association. (Member, Estate and Gift Tax Committee) 
  • Society of Trust and Estate Practitioners (Vice-chair, New York Chapter) 
  • The Offshore Institute;
  • Fellow of American College of Trust and Estate Counsel


Work Experiences

Years Position Employer



1981- 1995
Principal/Independent Practitioner Gideon Rothschild, P.C.
1995 - 1997 Partner Siller Wilk, L.L.P.
1997 - present Partner Moses & Singer, LLP

Services Offered

Type of Service Emphasis


Legal Services Estate Planning, Asset Protection Planning,  Trust and Estate administration, Tax Controversies, Business Transactions and Elder Law. 


Contact Information

Contact Via Address/Phone/Fax


email GRothschild@MOSESSINGER.com
Phone (212) 554-7806
Fax (917)-206-4306
U.S. Mail - Company Moses & Singer, L.L.P.
U.S. Mail - Address The Chrysler Building, 405 Lexington Avenue
New York, NY 10174-1299
Web site http://www.mosessinger.com/attorneys/attorney_view.php?id=34

 

Sponsored by Offshore Press, Inc.,  Copyright, 2002. All rights reserved. Offshore Press, Inc., Box 8194, Prairie Village, KS 66208. (913) 362-9667.  Email to Offshore Press   Vernon K. Jacobs, Webauthor .