Jay Rosenbaum is a partner in Nixon Peabody's Private Clients group and the leader of the firm’s International Private Clients team. Jay represents high net worth individuals and families both in the US and around the globe.
Individuals and families are at the core of my practice, with a strong focus on international families. I also serve domestic high net worth families and have special experience integrating estate and business planning.
I bring US-focused private client experience to the international marketplace. I advise families around the globe who require professional yet practical structuring of their assets and management of tax exposures in multiple jurisdictions. I also serve as an onshore US trustee for many international families.
I advise many families, in the US and abroad, in their estate planning. I take a broad and long view of my relationships with my clients and work to ensure that clients’ hard earned assets are preserved and protected for the benefit of multiple generations. I serve as a trustee or executor for many of my clients and so steward the implementation of our planning over time.
Early in my career my practice was focused on middle-market corporate transactions. I draw on that experience to develop integrated planning techniques for my individual clients who own businesses and require that strategies be implemented at the personal and corporate levels.
I represent families and financial institutions when disputes arise in the context of estate planning and wealth management structures.
The US is becoming a real focal point for international wealth planning. As international families increasingly seek to move people and assets to the US, savvy cross-border tax planning and asset structuring will be essential.
Wealth Structuring 20:20 | June 01, 2015
Boston Private Clients partner Jay Rosenbaum is quoted throughout this feature story discussing jurisdictional choices wealthy individuals and families are facing to protect their assets in volatile markets.
Private Equity and M&A Alert | 06.16.15
Boston University School of Law, J.D., cum laude; Edward F. Hennessey Scholar; Paul J. Liacos Scholar; G. Joseph Tauro Scholar
Boston University, B.A., magna cum laude
Jay was selected by his peers for inclusion in The Best Lawyers in America© 2018 in the field of Trusts and Estates. Jay has been listed in Best Lawyers since 2008.
Jay also was recognized by the international trust and estates community and selected as one of the Private Client Global Elite by ALM/LegalWeek in 2017.
Jay has also been named a “Super Lawyer” in the area of Estate Planning & Probate by Thomson Reuters since 2011.
Jay has been recognized by Who’s Who Legal: Private Client since 2014.
Jay is a “TEP” designated member of STEP, the Society of Trust and Estate Practitioners. He is a fellow of the American College of Trust and Estate Counsel (“ACTEC”) and has served previously as a visiting member of the Harvard Law School faculty, where he taught Wills & Trusts. Jay has also served as a Co-Chairperson of the Trusts & Estates Section of the Boston Bar Association. As well, he is a frequent speaker on estate planning at a variety of continuing education programs for attorneys, accountants, and other financial services professionals. In addition, Jay serves on the Estate Planning Curriculum Committee for MCLE, Massachusetts Continuing Legal Education.