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Andrew D. RothsteinAndrew D. Rothstein

(617) 574-4089
Fax: (617) 574-7511

400 Atlantic Avenue
Boston MA
Download Boston vCard

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


Tax-efficient family wealth planning is the core focus of Andy Rothstein's practice. Andy advises individuals who are public and private company executives, business owners, investment fund managers, owners of investment portfolios, and a range of real estate owners, developers, investors, and managers. 

Andy is a Director in the firm's Private Client & Trust Group.

Representative Experience

  • Counseling clients in understanding legal and tax rules associated with accumulating, managing, and transferring wealth.
  • Drafting and implementing revocable and irrevocable trust arrangements to take advantage of income and wealth transfer tax planning opportunities.  Advising on the selection of trustees and implementing appropriate trustee succession arrangements. Modifying trusts through the use of non-judicial settlement agreements, trust decanting, and other techniques. 
  • Forming and operating family entities, with a particular focus on real estate owning entities, and structuring control arrangements, transfer restrictions, and succession plans for these entities. Advising families on unwinding entity structures and minimizing associated income and wealth transfer taxes.
  • Forming Private foundations and advising in their operation and compliance with tax rules.
  • Implementing arrangements to protect family wealth in contemplation of marriage through the use of trusts and prenuptial agreements, as well as assisting with the management of the effects of divorce on trusts. 
  • Advising professional and family executors and trustees in understanding fiduciary duties and tax laws in connection with the administration of estates and trusts.
  • Representing executors, trustees, and beneficiaries in contested matters with particular experience in contested probate court accounts.
  • Serving as a trustee of charitable and non-charitable trusts owning marketable and non-marketable assets, with particular experience serving as a trustee of trusts holding direct and indirect interests in real estate.
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

Faculty, Planning for & Administering Estates with Unique Assets, MCLE New England (December 2016)

Press Releases
num: 15
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
clientAdvisories: Private Client & Trust Tax Reform Advisory
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
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