Richard Rothberg, high net worth estate planning attorney in new york

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I’m available for speaking engagements at client seminars, community groups and professional organizations.

“My father was a lawyer in Fort Wayne, Indiana. Growing up, I had no idea what that meant, but he had an office full of papers on a high floor in the tallest building in Indiana, and it all seemed very important. The only other choice I knew about was doctor, but my hands were clumsy and I couldn’t stand the sight of blood, so I went to law school.

That’s where I learned that the world is made up of complex systems that aren’t user friendly, and I was very good at understanding how to navigate those systems and solve real-life problems. I took up trusts and estates as my field of specialty because I love helping people, explaining complex issues in understandable terms, and solving math problems, and it’s a great way to do all of those things.”

Richard S. Rothberg, Esq.

Senior Counsel

Richard’s years of experience as a trusts and estate attorney and leader of professional and not-for-profit organizations have honed his ability to understand the needs of his clients and provide advice tailored to the individual and family needs of clients.

He is a preeminent attorney in the estate planning field, honing his ability to understand the needs of his clients and provide advice tailored to their individual and family needs.

Richard joined the Firm in 2023 with more than 35 years in practice areas including personal wealth transfer planning; estate and trust administration; estate, gift and generation-skipping tax planning; fiduciary income tax issues; estate and gift tax dispute resolution; wealth transfer litigation and charitable planning.

He also counsels clients on marital planning, including legal and financial planning in the context of marriage and the marriages of children and other family members and the preparation and negotiation of prenuptial and postnuptial agreements.

Professional Recognitions

Mr. Rothberg has been selected for inclusion in the 2024 edition of The Best Lawyers in America for Trusts and Estates; making this the 27th year he has been honored. Recognition in Best Lawyers® is widely regarded by both clients and legal professionals as a significant honor, conferred on a lawyer by his or her peers. He holds a A-V Preeminent Rating from Martindale-Hubbell and has also been named to the “Super Lawyers of New York.”

In addition, he has written and lectured extensively on topics related to gift and estate taxation, including contributions to legal and tax journals on the subjects of federal and state estate taxes, retirement plan benefits, S Corporations and the valuation of family businesses.

Richard Rothberg’s Focus Areas

  • Charitable Planning

  • Wealth Transfer Litigation


  • Harvard Law School, Juris Doctor, cum laude, 1967
  • Northwestern University, Bachelor of Arts, 1964, Member of Phi Beta Kappa


  • New York State Bar Association

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