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Andrew D. RothsteinAndrew D. Rothstein

(617) 574-4089
Fax: (617) 574-7511

400 Atlantic Avenue
Boston MA
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Case Western Reserve University School of Law, J.D., 1998, cum laude

Oberlin College, B.A., 1995

Boston University School of Law, LL.M., 2000, Taxation

New York

U.S. Tax Court


The design and use of tax-efficient wealth transfer strategies is a core strength of Andrew Rothstein. Andrew advises a variety of clients including entrepreneurs, private equity investors, holders of investment portfolios and real estate owners. Andrew is a Director in the firm's Private Client & Trust Group.

Representative Experience

  • Drafting of documents to implement estate, asset protection, and business succession plans. 
  • Structuring and implementing special purpose trusts, family entities, valuation discounts, buyout agreements, asset freezes, split interests, and charitable gifts. 
  • Advising professional and family executors and trustees in the administration of estates and trusts and associated tax matters. 
  • Counseling clients in understanding and meeting tax reporting obligations.
Professional and Community Involvement
  • Fellow, American College of Trust and Estate Counsel
  • Member, Boston Estate Planning Council
  • Boston Bar Association
    • Member and Co-Chair, Trusts & Estates Section
    • Past Co-Chair, Estate Planning Committee, Trusts & Estates Section
    • Past Co-Chair, Continuing Legal Education Committee, Trusts & Estates Section
    • Past Co-Chair, New Developments Committee, Trusts & Estates Section
    • Past Co-Chair, Legislative Committee, Trusts & Estates Section
Awards and Recognition
  • Massachusetts Super Lawyers, Rising Stars: 2007 - 2012
Speaking Engagements
Press Releases
num: 14
publicationsArticles: "The Constitutional Limits of the Massachusetts Estate Tax," Boston Bar Association
clientAdvisories: Wealth Transfer Opportunities in the Current Economic Environment
clientAdvisories: Is a Roth Conversion Right for You?
publicationsArticles: "Proposed Change to Massachusetts Basis Rules to Address 2010 Changes in Federal Estate Tax Laws," BBA Trust & Estates Section
clientAdvisories: Gift and Generation Skipping Transfer Tax Savings in 2010
clientAdvisories: New Law Reduces Wealth Transfer Taxes
clientAdvisories: Making the Most of the New Tax Law: Estate Planning and Wealth Transfer Strategies in 2011/12
pressReleases: Goulston & Storrs Elects Two New Directors in Boston
clientAdvisories: The Time is Now: Making Tax-Free Gifts in 2012
clientAdvisories: Congress Passes Sweeping Tax Legislation Affecting Income, Estate and Gift Taxes
clientAdvisories: Supreme Court Strikes Down the Defense of Marriage Act, Bringing Sweeping Changes to Tax Laws
publicationsArticles: "Kraft family wins SJC ruling that allows it to alter a trust, make sons trustees," Boston.com
pressReleases: Andrew Rothstein Elected a Fellow of the American College of Trust and Estate Counsel
publicationsArticles: Drafting Estate Plans, MCLE
January 2015
Andrew Rothstein Elected a Fellow of the American College of Trust and Estate Counsel
April 2012
Goulston & Storrs Elects Two New Directors in Boston
Case Studies
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