Profile

Gideon Rothschild is a partner at New York law firm Moses & Singer LLP. His areas of practice include Income Tax, Trusts and Estates and Wealth Preservation.

Overview

Gideon Rothschild 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. Gideon is a nationally-recognized authority on
the use of offshore trusts and estate planning strategies for wealth preservation and succession planning. 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.

Gideon distinguishes himself from many of his peers in that his estate planning recommendations are integrated with asset protection objectives. That is, 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.

The recipient of several honors and awards, Gideon has been listed in Law & Politics’ New York Super Lawyers® since 2006. The 2010 ranking also lists Gideon as one of the “Top 100 New York Super Lawyers”, one of only two Trusts and Estates lawyers, who received the highest point totals in the New York Metro nomination. Gideon’s other notable honors and awards include:

· “World’s Leading Trust & Estate Practitioners,” Euromoney’s Expert Guides
· “Top 40 Tax Advisors,” CPA Magazine
· “America's Leading Lawyers for Wealth Management,” Chambers USA (2006 – 2011)
· “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™ rating, Martindale-Hubbell

Gideon is also 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 is an Adjunct Professor at the University of Miami School of Law Graduate Program and lectures frequently on asset protection 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 Jewish National Fund and Museum of Art and Design. Gideon is also licensed as a Certified Public Accountant.

Honours Achieved

• "Top 40 Tax Advisors," CPA Magazine , -
• "America's Leading Lawyers for Wealth Management," Chambers USA , -
• "Top 100 Attorneys" serving private clients, Worth/Robb Report , -
• "Distinguished Accredited Estate Planner" award, National Association of Estate Planners & Councils , -
• Citywealth Leaders List , -
• The Best Lawyers in America®, American Lawyer , -
• The Best Lawyers in New York®, American Lawyer , -
• "New York Super Lawyers," Law & Politics , -
• 2008 Honoree, UJA-Federation of New York, Trusts & Estates Group of The Lawyers Division , -
• “World’s Leading Trust & Estate Practitioners,” Euromoney’s Expert Guides, -

Professional Memberships

• Fellow, American College of Trust and Estate Counsel (Member, International Estate Planning and Asse, -
• Academician, The International Academy of Estate and Trust Law , -
• Vice-Chair, American Bar Association, Real Property Trust & Estate 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 , -

Publications & Presentations

• The PPLI Solution. Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance, Bloomberg Press, 01/2005
• Asset Protection Strategies, American Bar Association, 01/2005
• New Developments in Foreign Trusts and Foreign Account Reporting, Moses & Singer LLP Webinar, 05/2010
• "New Gift Tax Legislation Pending - Immediate Action Required" , Moses & Singer Client Alert, 06/2010
• "June 30 Deadline for Foreign Bank and Financial Accounts Reporting" , Moses & Singer Client Alert, 06/2010
• "Wealth Preservation Advisor: An Estate Planning Update" , Moses & Singer Newsletter, 04/2010
• “You Don't Have To Move Your Money Offshore To Get Asset Protection" , Forbes.com, 06/2010
• "Wealth Preservation Advisor: An Estate Planning Update" , Moses & Singer Newsletter, 10/2010
• Current Developments in Asset Protection Planning, Moses & Singer LLP Webinar, 10/2010
• "2010 Year-End Estate Planning Opportunities" , Moses & Singer Client Alert and Webinar, 11/2010
• "Act Before December 31 to Save Future Generation-Skipping Transfer Taxes" , Moses & Singer Client Alert, 12/2010
• "What a Tax Deal: Family Loans, GRATs, Trust Payouts, Gifts To Grandkids", Forbes.com, 12/2010
• "Staying Out of Reach" , Trusts & Estates, 01/2011
• "Efforts to Avoid Probate Can Carry Their Own Risks" - quote , The New York Times, 02/2011
• "Tax-Free Life Insurance: An Untapped Investment for the Affluent" - quote , The New York Times, 02/2011
• Family Reputation Management in the Internet Age, Wells Fargo Private Bank, 02/2011
• "How Families Avoid Scandal, When Any Slip Can Go Viral" - quote , The New York Times, 02/2011
• "Deadline for Taxpayers with Foreign Accounts" , Moses & Singer Client Alert, 02/2011
• "Why You Need to Review Your Estate Plan Now" , Moses & Singer Client Alert, 02/2011
• Industry Insights with Gideon Rothschild , Trusts and Estates Video, 04/2011
• "Wedded Bliss" - quote , Financial Planning Magazine, 05/2011
• "Getting Personal" - quote, The Wall Street Journal, 08/2011
• "New Laws Offer Greater Asset Protection for Clients", quote, InsuranceNewsNet.com, 12/2011
• "A Widening Net", Trusts & Estates, 01/2012
• "IRS Announces Third Offshore Voluntary Disclosure Initiative", Moses & Singer Client Alert, 01/2012
• NMS Family Office Forum , NMS Management, Inc., 02/2012
• "Why You May Need A 'Trust Protector'" - quote, Barrons.com, 03/2012
• "Tax Hunt Pushes Global Wealthy Into Offshore Trusts for Children in U.S.," - quote, Bloomberg.com, 03/2012
• "Deadline Approaching for Estate Tax Savings" , Moses & Singer Wealth Preservation Advisor, 03/2012
• "Estate Planning Checklist", Moses & Singer Update, 04/2012
• "Estate and Financial Planning Conference" , New York State Society of CPAs, Westchester Chapter, 05/2012
• Making the Estate Plan Work Harder in the Face of Constant Change and How to Fix What is Broken, American Bar Association 23rd Annual Real Property, Trust and Estate Law Symposia, 05/2012

Colleges Attended

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

Languages Spoken

• English