Alert: Time Is Running On Unique Opportunity To Leverage Gifts To Family Members And Charity

Morey Rosenbloom advises clients that own and operate family businesses on the preservation and transfer of wealth. He provides federal, state, and local tax advice surrounding:

• generation-skipping wealth transfer
• succession planning
• trusts and charitable foundations
• business organizations and arrangements among business owners
• transfer of business interests to younger generations
• retirement planning
• life insurance

In addition to his tax practice at Blank Rome, Mr. Rosenbloom was a principal of CMS Companies and worked with entrepreneurs to grow, manage, and preserve their wealth. 

Mr. Rosenbloom is a fellow of the American College of Trust and Estate Counsel.  He has received the highest possible rating from Martindale-Hubbell.

He has been a frequent lecturer before legal, accounting, tax, and financial groups on various subjects involving tax and estate planning and business and family succession planning.

COMMUNITY SERVICE & AFFILIATIONS

Mr. Rosenbloom currently teaches Estate and Family Business Planning at Villanova University School of Law and previously taught at Temple University School of Law.  He is a member of the Philadelphia Estate Planning Council and the Advisory Board of Keeping Current.  Additionally, he serves on the boards of the American Friends of Hebrew University, Elwyn Jerusalem, Thomas Jefferson University Cardiology Research Foundation, the Temple University School of Law, and Keeping Current.

Gift and Estate Planning Techniques:

Installment Sales to Intentionally Defective Grantor Trusts

Grantor Retained Annuity Trusts