Andrew D. Rothstein
Director
Boston
arothstein@goulstonstorrs.com+1 617 574 4089Andrew D. Rothstein
Director, Boston
arothstein@goulstonstorrs.com+1 617 574 4089Related Expertise
High net worth individuals and families rely on Andy Rothstein for comprehensive estate planning guidance. With a sharp focus on tax efficiency, Andy helps clients navigate complex legal and tax issues related to wealth accumulation, preservation, management, and transfer.
A nationally recognized trusts and estates lawyer, Andy counsels real estate owners, developers, investors, and managers, public and private company executives, business owners, investment fund managers, and owners of investment portfolios. He also advises trustees on their duties, helping them comply with the legal requirements of administering trusts and estates.
Professional Trustee Services
In addition to providing personalized planning for his clients, Andy is often selected to serve as a trustee for charitable and non-charitable trusts owning marketable and non-marketable assets. In particular, he routinely serves as a trustee of trusts holding direct and indirect interests in real estate.
A Trusted Industry Voice
Quoted in multiple publications over the course of his career, Andy has written and presented on myriad trusts and estates topics impacting clients. Those topics include: options and risks involved in trustee accountings and trust terminations, family partnerships, business succession, and planning for and administering estates with unique assets, among others.
Andy plays an active role in the development of new laws related to trusts and estates. Most recently, he served on the subcommittee to the Standing Committee of Massachusetts Legislation Relating to Wills, Trusts, Estate and Fiduciary Administration, to evaluate the proposed Uniform Trust Decanting Act for enactment in Massachusetts. He also testified before the legislature on behalf of the BBA to support enactment of Uniform Trust Decanting Act in Massachusetts. Andy is actively involved with The American College of Trust and Estate Counsel (ACTEC), where he contributes to ongoing projects as a member of both the Professional Responsibility Committee and the Fiduciary Administration Committee.
Deeply valued by his colleagues for his meaningful engagement in the field and personable demeanor, Andy is a co-chair of the firm's Private Client & Trust Group.
Related Representative Matters
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. Provide ongoing support of the daily operations for the foundations and their participants
Implementing arrangements to protect family wealth in contemplation of marriage through the use of trusts and prenuptial agreements.
Assisting individuals with the full range of trust management services related to divorce proceedings. Counsel clients through the tax considerations related to the change in their marital status.
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 connection with contested trust accounting matters.
Related InsightsSee all
Accolades
- Chambers High Net Worth (HNW)
- Individual Ranking, 2021 (Band 4); 2022-2024 (Band 3)
- Firm Ranking, 2017-2024 (Band 2)
- Best Lawyers in America® (2023-2026): Trust and Estates
Affiliations
- American College of Trust and Estate Counsel, Fellow
- Professional Responsibility Committee, Member
- Fiduciary Administration Committee, Member
- Uniform Trust Decanting Act, Subcommittee Member
- Boston Bar Association
- Trusts & Estates Section, Past Co-Chair
- Trusts & Estates Section, Estate Planning Committee, Past Co-Chair
- Trusts & Estates Section, Continuing Legal Education Committee, Past Co-Chair,
- Trusts & Estates Section, New Developments Committee, Past Co-Chair
- Trusts & Estates Section, Public Policy, Past Co-Chair
- Boston Estate Planning Council, Member
- Boston Estate Planning Forum, Member
Admissions
- Massachusetts
- New York
- U.S. Tax Court
Education
Boston University School of Law ( LL.M. , 2000 )
Case Western Reserve University School of Law ( J.D. , cum laude , 1998 )
Oberlin College ( B.A. , 1995 )