Jay D. Rosenbaum

My focus

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.

International Private Clients

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.

High-Net-Worth Individuals and 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.

Integrated Individual and Business Planning

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.

Probate Litigation

I represent families and financial institutions when disputes arise in the context of estate planning and wealth management structures.

Looking ahead

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.

Insights

• Speaker, “Planning for US Beneficiaries: When Can a Foreign Trust Be a Good Thing?” STEP, City of London, February 10, 2020
• Speaker, “Little Boxes: The intergovernmental scramble to control globalisation- and why it matters to you,” LegalWeek, February 4, 2020, Mexico
• Speaker, “‘Foreign’ Trusts—A US & UK perspective on offshore considerations,” US/UK Tax Planning, London, November 7, 2019
• Speaker, “Is the Trust Dead?” Legal Week International Private Client Forum, Lake Como, Italy, November 11, 2016
• “Wealth seeks out safe harbours,” Wealth Structuring 20:20, Appleby, 2015
• Speaker, “Legacy: Planned Giving Vehicles,” 2012 Annual Conference: The Power of Teamwork, Grinspoon Institute for Jewish Philanthropy, November 4, 2012
• Speaker, “Cross-Border Wealth Transfer Planning: Potential Pitfalls and Practical Solutions,” Boston, Massachusetts, October 11, 2012
• Speaker, “Taxes and Planning During Your U.S. Assignment,” estate planning presentation before foreign-based investment bank, October 4, 2011
• Speaker, “A Primer on International Estate Planning,” live teleconference presented by Lorman Education Services, September 14, 2011
• Co-author, “Taxpayer-Friendly Guidance for U.S. Taxpayers Residing in United Kingdom,” Edwards Angell Palmer & Dodge LLP Client Advisory, August 15, 2011
• Guest blogger, “Jewish Day School Excellence and Affordability: Why Does the Grass Appear Greener on the Other Side of the Pond?” Partnership for Excellence in Jewish Education Blog, February 18, 2011
• Faculty Member, Estate Tax Repeal seminar and live webcast, presented by MCLE, Boston, Massachusetts, March 17, 2010
• Panelist, “Foreign Trusts: U.S. Income Tax Considerations,” presented by Estate Planning Committee of the Trusts & Estates Section of the Boston Bar Association, Boston, Massachusetts, February 11, 2010
• Speaker, “A Primer on International Estate Planning,” live teleconference presented by Lorman Education Services, February 4, 2010
• Panelist, “IRS Service—Wide Approach to International Tax Administration,” Bentley University’s 16th Annual Internal Revenue Service Town Meeting, Waltham, Massachusetts, October 25, 2009
• Speaker, “Estate Administration, Post-Mortem Estate Planning, and Planning for the Surviving Spouse,” Boston, Massachusetts, March 26, 2009
• Speaker, “Cross-Border Estate Planning,” FPA Boston 2008—The Annual Conference of the Financial Planning Community, Boston, Massachusetts, October 4–7, 2008
• Speaker, “International Estate Planning,” New Hampshire Estate Planning Council’s Membership Dinner and Meeting, Bedford, New Hampshire, November 14, 2007

Representative experience