Jay Rosenbaum is a partner in Nixon Peabody's Private Wealth & Advisory 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.
Boston University, B.A., magna cum laude
Boston University School of Law, J.D., cum laude; Edward F. Hennessey Scholar; Paul J. Liacos Scholar; G. Joseph Tauro Scholar
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.
Jay is a board member and serves on the Nominating and Governance Committees for Jewish Family & Children's Service. He is also a board member for Jewish Vocational Service Inc., and serves as co-chair of The Work Ahead (capital campaign); treasurer and chair of Budget and Finance Committee; member, Pay for Success Committee; member, Public Policy Committee.
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