Professional Experience

Mr. Rothstein’s practice has focused on trust and probate matters and estate planning, since 1993.  He handles complex estate planning for individuals and families, advising clients on advanced estate-planning techniques, including revocable and irrevocable trusts, life insurance trusts, family limited partnerships and charitable giving vehicles.

Mr. Rothstein has represented corporate and individual fiduciaries and beneficiaries in all areas of trust administration ranging from initial funding of trusts to representing clients in court in connection with disputes between fiduciaries, beneficiaries and creditors.  He has counseled numerous fiduciaries and beneficiaries through all phases of contested and uncontested probate administration proceedings.

Mr. Rothstein prepares estate tax returns and gift tax returns and represents clients in federal estate tax controversies.  Mr. Rothstein also prepares organizational documents for nonprofit organizations and represents such organizations in obtaining tax-exempt status at the federal and state level.  He also represents clients in conservatorship matters.

Education

Santa Clara University, School of Law, J.D., 1983.

San Diego State University, B.A., Psychology, with Honors, with Distinction, 1979.

Memberships & Activities

Member, State Bar of California (Trust and Estates Section).

Member, Bar Association of San Francisco (Probate and Trust Section).

Member, San Francisco Estate Planning Council.

Member, San Francisco Professional Subcommittee of the Jewish Community Endowment Fund.

Past Chairperson, Planned Giving Committee at the Leukemia & Lymphoma Society, Northern California Division.

Speaking Engagements

Speaker, "Performing Due Diligence In New Trust Intake," Southern California Trust Officers Association, May 5, 2011.

Speaker, “Federal Estate Tax Repeal -- Congress Allows the Estate Tax to Disappear Into the Sunset (At Least Temporarily),” Los Angeles Estate Counselors Forum, February 18, 2010.

Speaker, “California's New No Contest Clause Rules,” Southern California Trust Officers Association, October 6, 2009.

Speaker, “California's New No Contest Clause Rules,” Marin Professional Legal and Tax Subcommittee of the San Francisco Jewish Community Federation, May 12, 2009.

Speaker, “California's New No Contest Clause Rules,” Peninsula Professional Advisors Committee of the San Francisco Jewish Community Federation, March 16, 2009.

Speaker, “California’s New No Contest Clause Rules,” San Francisco Professional Advisors Committee of the San Francisco Jewish Community Federation, February 4, 2009.