Practices & Industries

Education

  • New York Law School (J.D., with honors)
  • Bernard M. Baruch College of the City University of New York (B.B.A.)

Bar/Court Admissions

  • U.S. District Court, Southern District of New York
  • New York
  • U.S. Tax Court

Gideon Rothschild

Partner

grothschild@mosessinger.com

T(212) 554-7806

F(917) 206-4306

  • Biography
  • Testimonials

As Chair of Moses & Singer's Trusts & Estates and Asset Protection practices, Gideon Rothschild focuses on domestic and international estate planning and asset protection.  He is a nationally-recognized authority on the use of offshore trusts and estate planning strategies for wealth preservation and succession planning.  His practice also includes estate administration and the representation of clients in taxpayer disputes at the federal, state and local levels.

Gideon serves high-net-worth individuals with assets ranging from $5 million to more than $1 billion. His clients include professionals, entrepreneurs, real estate developers and owners, closely-held business owners and directors of publicly-held companies. 

Gideon distinguishes himself from many of his peers in that his estate planning recommendations are integrated with asset protection objectives. By educating his clients on the non-tax benefits available with trusts and other vehicles and how they can be drafted in a flexible manner, his clients can achieve both tax savings and wealth preservation. Such benefits include protection from divorce, creditors or litigation exposure.

Gideon is the current Chair of the ABA's Real Property Trust & Estate Law Section, a Fellow of the American College of Trust & Estate Counsel, an Academician of the International Academy of Estate & Trust Lawyers and a Vice-Chair of the Society of Trust & Estate Practitioners (STEP) - US Region.

Clients describe Gideon as "one of the top asset protection attorneys in the country" and is regarded by peers as "a leading authority on asset protection."  Since 2006, Gideon has been listed in  New York Super Lawyers®, appearing as one of the "Top 100 New York Super Lawyers" - the only Trusts and Estates lawyer who received the highest point totals in the New York Metro area.  Chambers USA acknowledges Gideon as "a very accomplished attorney"  who is "preeminent in the trusts and estates field."   He has been peer-recognized by Best Lawyers in America for over 10 years.  He further has the distinction of being an AV® Preeminent™ Rated lawyer and one of New York's Top Rated Lawyers in his field by Martindale-Hubbell.

Gideon’s other notable honors and awards include:

  • Winner, STEP Founders Award of the Society of Trusts & Estate Practitioners 
  • “World’s Leading Trust & Estate Practitioners,” Euromoney’s Expert Guides
  • “Top 40 Tax Advisors,” CPA Magazine
  • “Top 100 Attorneys” serving private clients, Worth/Robb Report
  • “Distinguished Accredited Estate Planner” award, National Association of Estate Planners & Councils
  • Citywealth Leaders List
  • Best Lawyers in America®, American Lawyer
  • Best Lawyers in New York®, American Lawyer
  • 2008 Honoree, UJA-Federation of New York, Trusts & Estates Group of The Lawyers Division
  • Who's Who in American Law
  • AV® Preeminent™, Martindale-Hubbell
  • AVVO rated "Superb" (with a score of 10 out of 10)
  • AVVO Clients' Choice Award 2012.
     

Gideon is the co-author of BNA Tax Management Portfolio on "Asset Protection Planning" and is a member of the Advisory Boards of BNA Tax Management and Trusts & Estates magazine.  He has served as an Adjunct Professor at the University of Miami School of Law and New York Law School Graduate Programs.  He lectures frequently on asset protction and advanced estate planning strategies to professional groups.

Gideon is active in numerous charitable organizations including the Anti-Defamation League where he serves as National Planned Giving Chair and is a member of the National Executive Committee. He also serves on the professional advisory committees of the Metropolitan Museum of Art and the Israel Museum.

Gideon is also licensed as a Certified Public Accountant.

Publications
Presentations [View All]
  • Trusts and Estates Video, Industry Insights with Gideon Rothschild, 2011
  • Accountants Club of America
  • Advisors4Advisors, 2009, 2010, 2013-2014
  • ALI-ABA CLE Video (Chair), 1998, 2002, 2005-2006, 2008-2010
  • ALI-ABA, 2011-2012
  • American Academy of Estate Planning Attorneys, 2013
  • American Bankers Association, 2004
  • American Bankruptcy Institute, 2008
  • American Bar Association, 1995, 1997-2007, 2009, 2012-2014
  • American College of Trust and Estate Counsel, 2006-2008, 2010
  • American Foreign Law Association (AFLA), 2009
  • American Institute of Certified Public Accountants, 1995, 1998, 2001-2008
  • Anti-Defamation League, 2007-2008, 2010-2013
  • Attorneys for Family Held Enterprises Annual Conference, 2002, 2004
  • BNA Tax & Accounting, 2011, 2013
  • Catholic Archdiocese of Chicago, 2010
  • Christiana Bank & Trust Roundtable, 2007
  • Colombia Business School Alumni Club of New York, 2012
  • Connecticut Bar Association, 2008
  • Estate Law Institute, 2008
  • Estate Planning Councils (various chapters), 1995-2014
  • Financial Planning Association of New Jersey, 2008
  • Foundation for Accounting Education, 1995-1998, 2001-2003, 2014
  • Foundation for Accounting Practitioners, Inc., 2007
  • Georgia Society of CPAs, 2006
  • Hofstra Law School, 2011
  • HSBC Seminar, 2010
  • Institute for Continuing Legal Education, 1994-1996, 2001, 2005
  • Institute for International Research, 1999-2002, 2005-2006
  • Institute on Tax, Estate Planning and the Economy, 2014
  • InterActive Legal Systems, 2009
  • Jewish Communal Fund, 2013
  • Jewish National Fund, 2009
  • Lawline.com, 2008
  • Lighthouse International, 2007, 2009, 2011
  • Maryland Financial Planning Association, 2009
  • Massachusetts CLE, 2001-2003
  • National Association of Personal Financial Advisors, 2004, 2014
  • National Association of Estate Planning Councils, 2006, 2009, 2012
  • National Law Foundation, 1999-2003, 2008
  • New Jersey Federal Tax Day Symposium, 2010
  • New York City Archdiocese, 2002, 2004
  • New York City Bar Association, 1997-2000, 2005, 2011
  • New York County Lawyers’ Association, 1997-1999, 2002
  • New York Law School Dean's Council Dinner, 2010
  • New York State Bar Association, 1997, 2003, 2005, 2007-2014
  • New York State Society of CPAs Westchester Tax, 2011, 2012
  • New York University Summer Institute of Federal Taxation, 1994-1995, 1999-2014
  • NMS Management, Inc., 2012
  • Notre Dame Tax and Estate Planning Institute, 2010
  • Opal Financial Group, 2011
  • Pennsylvania Bar Association, 2001-2003, 2006, 2008
  • Pennsylvania Bar Institute (PBI), 2008
  • Pennsylvania Institute of CPAs, 2004
  • Pennsylvania Financial Planning Association, 2007
  • Practising Law Institute, 1997, 2000-2005, 2011
  • Smith Barney, 2007, 2009
  • Society of Trusts and Estates Practitioners, 2008 - 2014
  • Southern Federal Tax Institute, 2000, 2014
  • STEP Wyoming Conference, 2012, 2014
  • Tel Aviv University, 2010
  • Tiger 21, 2004-2008, 2014
  • The ABA Center for Continuing Legal Education, 2007
  • UJA Federation Estate Planning Conference, 1997-2008, 2010-2013
  • University of Miami Law School, Philip Heckerling Estate Planning Institute, 2001-2002, 2006, 2012-2014
  • University of San Diego, Procopio Tax Institute, 2014
  • Virginia CLE Seminar, 2004, 2006
  • Wells Fargo Private Bank, 2011
  • Young Presidents' Organization, 2008
Professional Affiliations [View All]
  • Peer-elected Fellow, The American College of Trust and Estate Counsel (ACTEC) and active Member of both International Estate Planning and Asset Protection Committees
  • Academician, The International Academy of Estate and Trust Law
  • Chair, American Bar Association, Real Property Trust & Estate Law Section
  • Member, Society of Trusts & Estates Practitioners (New York Chapter) , Chair (2007- 2010), Vice-Chair (STEP USA)
  • Member, New York State Bar Association
  • Member, Advisory Board, Trusts & Estates magazine
  • Member, Advisory Board, BNA Tax Management, Estates, Gifts and Trusts
  • Member, New York Regional Board, Anti-Defamation League
  • Member, National Executive Committee, Anti-Defamation League
  • Member, Professional Advisory Committee of the Museum of Art & Design
  • Member, Professional Advisory Committee of the Metropolitan Museum of Art
  • Member, Professional Advisory Committee of the American Friends of Israel Museum
  • Member, Lighthouse International

 

Representative Matters

Gideon’s clients are high net worth individuals ranging in net worth between $5 million and more than $1 billion.  Clients include real estate investors, CEOs of public companies, professionals, hedge fund managers, entrepreneurs, and closely held business owners. They have varied needs including cross border planning, asset protection planning, estate administration, and wealth transfer planning and implementation.  He works closely as needed with financial advisors, accountants and business consultants to achieve his clients’ objectives.
 

Some of the more interesting/creative assignments consisted of the following:

  • Representing dozens of taxpayers with unreported foreign accounts before the IRS under the Offshore Voluntary Disclosure Initiative.
  • Assisting a family office with multi-generational estate and wealth preservation planning strategies.
  • Assisting a U.K. resident with the purchase of U.S. real estate using a trust structure that avoids U.S. estate tax and is income tax efficient.
  • Assisting a Chinese client with pre-immigration planning including the establishment of trusts and entities to minimize the impact of U.S. income and estate taxes.
  • Assisting a U.S. client with creation of a foreign trust to protect his assets from potential future litigation.
  • Creating a revocable trust for an incompetent person under a guardianship proceeding to effectuate a more tax efficient estate plan than under his existing Will.
  • Retention as an expert witness on numerous matters involving foreign asset protection trusts.
  • Developing a plan to minimize the tax consequences attributable to distributions from a foreign trust to U.S. beneficiaries.
  • Representing a trust company with respect to trust litigation
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Testimonials

Just a short note to let you know that I enjoyed utilizing your services on the 2 family estate planning projects as well as benefiting from your vast knowledge and experience with occasional dashes of humor to illustrate that not all lawyers are drab and dry.  Should another occasion arise that conforms with your area of expertise, I would be pleased to contact you. The same sentiments heartily apply to Kerrie [Horrocks] as well.

Client email October 2014 

 

Some months ago I came to see you, not sure how to get myself out of a problem.  With your steady professional hand on the tiller you steered me across choppy waters to a successful conclusion.  You deserve my thanks and praise along with unbounded appreciation. 

Letter from client
August 2014 

 

 

According to sources, New York based Gideon Rothschild is "a very accomplished attorney" who is "preeminent in the trusts and estates field."

Chambers USA
2014 Edition

 
 
"Insightful."
"A great speaker."
"Very informative."
"Retain him long-term!"
"A dynamic and engaging speaker."
"Good case studies and examples."
"A great speaker, he commanded the room. Good use of real-life examples."
"A great presentation."
"A very good speaker. I learned a lot of practical and useful applications. It was apparent that he is the subject matter expert on the Asset Protection Strategy."
"Mr. Rothschild's presentation was relevant and entertaining. His knowledge and use of examples made it a valuable presentation."
Rating received: 4.8/5.0
                                                                                                NYU-SCPS 2013 Summer Institute in Taxation Speaker feedback       
 
 
I am writing to let you know how great your courses are doing at Lawline.  Your course on FATF and the Patriot Act Requirements had 890 views and a 92% Approval rating – Awesome!  Your seminar on Asset Protection Planning… (sit down for this one) received OVER 3700 views and a 95% Approval.  Wow!  This is amazing stuff!  I hope you will be interested in teaching with us again soon.

David Cykiert, Program Attorney for Lawline

 

Gideon Rothschild of Moses & Singer LLP is ‘one of the top asset protection attorneys in the country,’ according to sources. He is singled out for his expertise in wealth preservation and succession planning through offshore trusts and sophisticated planning strategies.”

Chambers USA
2012 Edition

 

"Gideon Rothschild of Moses & Singer LLP operates out of New York and, in addition to his extensive experience in domestic and international estate planning, is regarded by his peers as ‘a leading authority on asset protection.’ "

Chambers USA
2011 Edition

 

Gideon Rothschild specializes in offshore trusts and asset protection. Clients praised his high level of expertise: "Clever and careful, he is an expert in this arcane area of wealth management.”

Chambers USA
2008 Edition

 

"Congratulations on receiving the recognition as one of New York’s Super Lawyers! The recognition that you continue to receive from your peers must be very rewarding to you.  I certainly agree with the designation that you are truly a 'Super Lawyer.' I am very pleased that you have continued to work with me to help our family, even though the total estate is not large. As a former attorney, I have a special appreciation for your outstanding guidance and work on our behalf."

Excerpt from a client’s email to Gideon Rothschild


"As an author of books on similar subject matters and as an attorney certified by the State Bar of California in estate planning, trust and probate law, I applaud the Asset Protection Outline that Gideon Rothschild authored. In my opinion, it is the best and most comprehensive listing of the concepts and tactics of which I am aware."

F. Bentley Mooney, Jr. JD LLM (tax)

 

"I prefer Mr. Rothschild’s Asset Protection courses to those chaired by other faculty as they are better organized and generally have better quality faculty. I would sign up for another Asset Protection Planning update if Mr. Rothschild ran it."

Program attendee
December 2008 ALI-ABA Asset Protection Trust Planning Webcast

 

 

Prior results do not gurantee a similar outcome.