Partner, Moses & Singer LLP
New York, USA
As Chair of Moses & Singer's Trusts and Estates and Asset Protection practices, Gideon Rothschild focuses on domestic and international estate planning and asset protection. He is a nationally recognized authority on the use of offshore trusts and estate planning strategies for wealth preservation and succession planning. His practice also includes estate administration and the representation of clients in taxpayer disputes at the federal, state and local levels.
Gideon serves high-net-worth individuals with assets ranging from $5 million to more than $1 billion. His clients include professionals, entrepreneurs, real estate developers and owners, closely held business owners and directors of publicly held companies.
Gideon is the Immediate Past Chair of the ABA's Real Property Trust & Estate Law Section, a Fellow of the American College of Trust & Estate Counsel, an Academician of the International Academy of Estate & Trust Lawyers and a Vice-Chair of the Society of Trust & Estate Practitioners (STEP) - US Region.
Clients describe Gideon as "one of the top asset protection attorneys in the country" and is regarded by peers as "a leading authority on asset protection." Since 2006, Gideon has been listed in New York Super Lawyers®, appearing as one of the "Top 100 New York Super Lawyers" - the only Trusts and Estates lawyer who received the highest point totals in the New York Metro area. Gideon has been peer-recognized by Best Lawyers in America for over 10 years. He further has the distinction of being an AV® Preeminent™ Rated lawyer and one of New York's Top Rated Lawyers in his field by Martindale-Hubbell.
Gideon is the co-author of BNA Tax Management Portfolio on "Asset Protection Planning" and is a member of the Advisory Boards of BNA Tax Management and Trusts & Estates magazine. He has served as an Adjunct Professor at the University of Miami School of Law and New York Law School Graduate Programs.
Advanced Financial Solutions, Inc.
British Virgin Islands
Michael Malloy, CLU, is the author of the Life Insurance Law Newsletter and specializes in life insurance planning for high-net-worth individuals, high-level corporate executives and successful entrepreneurs. He works closely with tax advisors (attorneys, accountants and trust officers) designing and implementing sophisticated life insurance strategies to solve a variety of needs. Michael is also the founder of Malloy Insurance Services, a property and casualty insurance agency.
Dr. Goran Studen
Partner, JSP Law
Dr Goran Studen is the founding partner of the law firm Jakob Studen Partner in Zurich. He has specialized in Estate and Wealth Planning, Asset Protection, Corporate Law and Philanthropy. Jakob Studen Partner advises national and international individuals (HNWI/UHNWI), beneficiaries, trustees and corporations on all aspects of inheritance, trust and foundation law, including cross-border issues.