Gary D. Rothstein, Esq.

Gary Rothstein is a shareholder in the firm’s Trust and Estates group, where his practice focuses on trust administration, probate matters, and estate planning. Gary represents corporate and individual fiduciaries and beneficiaries in all aspects of trust administration in connection with disputes between fiduciaries, beneficiaries and creditors. He counsels fiduciaries, beneficiaries, and creditors through contested and uncontested probate and trust administration, including prosecution of will and trust contests, preparation and arguing of petitions for instructions, petitions for construction of trusts, and petitions for termination of trusts.

Gary’s estate planning counseling includes estate, gift, and generation-skipping transfer tax issues as well as revocable and irrevocable trusts, GRAT’s, defective grantor trusts, family limited partnerships, charitable giving vehicles, QPRT’s, and life insurance trusts. Gary regularly presents to banks, trust companies, and professional associations on trust and estate administration risk management issues as well as to legal professionals and prospective non-profit organization donors.

Fiduciaries of all experience levels often have a less-than-clear understanding of when attorney-client privilege protects them and when it does not. The attorney-client privilege rules as applied in
Member Price: $75.00
Non-Member Price: $100.00
CE / MCLE Awarded:
Presented Date: May 2, 2019