About Rebecca H. Lomazow
Rebecca Lomazow advises individuals, families and fiduciaries on all areas of estate and tax planning and estate and trust administration. She assists high-net-worth individuals in the United States and abroad with the goals of preserving wealth and passing wealth onto future generations by implementing estate plans that are both tax-efficient and tailored to the specific objectives of each particular client. In addition to advising on post-mortem planning opportunities, Rebecca also helps fiduciaries comply with the fiduciary duties and fulfill the tax-reporting obligations that arise in the complex administration of estates and trusts. She advises clients and drafts the documents necessary for planning with life insurance, pre-marital planning, pre-residency planning and charitable planning, including charitable trusts and the formation, tax-exemption and dissolution of private foundations.
Practice Focus
- Private wealth
News
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August 15, 2024
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August 17, 2023
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August 18, 2022
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August 19, 2021
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August 20, 2020
Publications
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November 26, 2024
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November 20, 2023
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November 17, 2022
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November 22, 2021
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September 24, 2021
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January 15, 2021
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December 15, 2020
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November 24, 2020
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November 25, 2019
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Presentations and Events
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September 24, 2024