Helping clients plan and provide for themselves and their families is a privilege.
Matthew L. Rosin helps high-net-worth individuals formulate and implement estate plans that satisfy their tax and non-tax goals. He also assists individuals and institutions in estate and trust administration matters. Matt has nearly 25 years of experience in estate planning and estate and trust administration. He served as chief legal officer of a trust company for almost a decade, so he brings an insider’s knowledge of trust administration. Matt has worked with trust companies and other institutions that serve as fiduciaries, as well as a broad spectrum of high-net-worth clients on planning and administration matters. Matt earned his LL.M. in Taxation from New York University School of Law. He focuses his tax practice on estate tax, gift tax, generation-skipping transfer (GST) tax, inheritance tax, and fiduciary income tax.
- Estate planning, including the preparation of wills, powers of attorney, living wills, and many different types of trusts
- Probate (estate administration) and trust administration
- Tax, particularly estate tax, gift tax, generation-skipping transfer (GST) tax, inheritance tax, and fiduciary income tax
- Trust law, including trust modifications and restructuring (decanting, non-judicial settlement agreements, mergers, etc.)
- Asset protection, especially utilizing trusts
- Philanthropic and charitable giving, including private foundations, donor-advised funds, charitable trusts, and charitable gift annuities
My Greatest Strengths
Attention to detail, ensuring that every piece of the puzzle fits; for example, ensuring that there is no overlap or gaps in responsibility when creating a directed trust with individuals and/or institutions in various roles (e.g., trustee, investment advisor, distribution advisor, and trust protector).
Experience, gained during my career spanning more than 23 years, working in law firms and as chief legal officer of a trust company.
I WANT YOU TO KNOW
I view each new client as an opportunity to develop a long-term relationship.
I was the chief legal officer of a trust company for many years, giving me in-depth knowledge of trust law and insight into how trust companies operate.
I am a third-generation attorney, and both of my siblings are attorneys.
I strongly believe in pro bono legal work and public service. I was a finalist for the Impact Award of the Philadelphia Volunteers for the Indigent Program and received the Wills for Heroes Pennsylvania Bar Association Verdina Y. Showell Award.
WHAT MAKES ME UNIQUELY ME
In college, I was Captain of the Johns Hopkins Men’s Varsity Fencing Team and placed second in my weapon (foil) at the Conference Championship my senior year, despite only having learned to fence in my freshman year of college.
I graduated first in my law school class, and after obtaining the highest score on the Florida Bar Exam within the Second District Court of Appeals, I was invited to speak at the swearing-in ceremony for all new lawyers in that district.
I am an Eagle Scout.
What Drives Me
- Providing solutions to difficult problems, as well as anticipating problems and providing solutions to avoid them.
- Grantor Trust Status: Things That Can Change a Trust’s StatusSpeaking Engagement, Leimberg Information Services, April 2018
Community & Professional
Community & Professional
- Philadelphia Bar Association, Executive Committee, Former Member, Chair of the Tax Committee, and Secretary of the Rules and Practice Committee of the Probate & Trust Law Section
- Philadelphia Estate Planning Council, Former Member
Congregation Beth El - Ner Tamid, Chair of the Legacy Society and member of the Former Executive Board and the Board of Directors in Broomall, Pennsylvania