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

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.

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." He is listed 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. Since 2006, Gideon has been listed in New York Super Lawyers® and has been singled out by Chambers USA for his substantial experience in the field of Wealth Management.  See Client Testimonials for more details about Gideon's work.

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Publications
Presentations [View All]
  • Advisor Products Inc., 2009-2010
  • ALI-ABA CLE Video (Chair), 1998, 2002, 2005-2006, 2008-2010
  • ALI-ABA, 2011-2012
  • American Bankers Association, 2004
  • American Bankruptcy Institute, 2008
  • American Bar Association, 1995, 1997-2007, 2009, 2012
  • 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
  • Attorneys for Family Held Enterprises Annual Conference, 2002, 2004
  • BNA Tax & Accounting, 2011
  • 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), 1995-2012
  • Financial Planning Association of New Jersey, 2008
  • Foundation for Accounting Education, 1995-1998, 2001-2003
  • 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
  • InterActive Legal Systems, 2009
  • 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 National Conference
  • National Association of Estate Planning Councils, 2006, 2009
  • 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, 2007-2009, 2011
  • New York State Society of CPAs Westchester Tax, 2011, 2012
  • New York University Summer Institute of Federal Taxation, 1994-1995, 1999-2012
  • 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 - 2011
  • Southern Federal Tax Institute, 2000
  • STEP Wyoming Conference, 2012
  • Tel Aviv University, 2010
  • Tiger 21, 2004-2008
  • The ABA Center for Continuing Legal Education, 2007
  • UJA Federation Estate Planning Conference, 1997-2008, 2010-2012
  • University of Miami Law School, Philip Heckerling Estate Planning Institute, 2001-2002, 2006-2012
  • 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
  • Vice-Chair, American Bar Association, Real Property Trust & Estate Law Section
  • Member, Society of Trusts & Estates Practitioners (New York Chapter) , Chair (2007- 2010)
  • 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:

  • 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.
  • Represented a trust company with respect to trust litigation
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