Confidential Estate Planning for Clients with Significant Estates

The art of estate planning involves effectively matching the goals and values of the family with the proper combination of techniques to meet my clients' objectives and minimize estate tax liabilities. Inter vivos trusts, testamentary trusts, family partnerships, powers of appointment—these are but a few of the variety of estate planning tools available to help families achieve their goals when transferring wealth to future generations.

The larger and more complex the estate, the more important it is to work with a lawyer who has a comprehensive understanding of tax law in addition to estate planning. This is the added benefit that clients seek when they contact me.

I am New York estate planning attorney Elihu Rose. For more than 30 years, I have been helping the distinguished families of Nassau County and Queens County plan for the future. I am committed to maintaining the highest standards of quality and ethical service. I have achieved an AV Peer Review Rating™ through Martindale-Hubbell.

I received my law degree from St. John’s University School of Law and hold an MBA from Columbia University. I am a Certified Public Accountant with experience in the taxation, accounting, and financial planning aspects of partnerships, limited liability companies (LLCs), charitable entities, trusts and estates. I am a member of the Estate Planning Council of Nassau County, the American Institute, and the New York State Society of Certified Public Accountants.

In addition to estate planning, I also represent the fiduciaries (executors and trustees) of estates both simple and complex. While a comprehensive estate plan is the foundation for wealth transmission, even after death there may still be complicated issues involving valuation of business interests and estate taxation. I provide clients with peace of mind that the administration of their estate will be accomplished correctly and efficiently.

Contact my law office in Lake Success to speak with me personally. I provide customized estate plans, tailored to meet your exact needs. My office hours are 9:00 a.m. to 5:00 p.m., with additional hours available by appointment.

ELIHU I. ROSE, P.C.

1979 Marcus Avenue, Suite 210
Lake Success, NY 11042
Telephone (516) 326-2812 • Fax (516) 326-2831
Map and Directions • E-Mail Me

My law office is centrally located to serve clients throughout Nassau County and Queens County in communities such as Great Neck, Lake Success, Floral Park, Manhasset, Port Washington, Roslyn, Mineola, Glen Cove, Syosset, Brookville, Westbury, Carle Place, Uniondale, Plainview, Hicksville, and New Hyde Park.

*CV, BV and AV are registered certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies.

Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the Bar and the Judiciary. Martindale-Hubbell Ratings fall into two categories - legal ability and general ethical standards.

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.

Copyright © 2012 by Elihu I. Rose, P.C. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement.

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