Mr. Rosen concentrates his practice in the areas of financial and estate planning for wealthy individuals, closely-held corporations and executive compensation.  Formerly the managing partner of a national accounting firm’s Pittsburgh office, Mr. Rosen has lectured extensively before numerous accounting and legal groups on estate planning issues as well as published articles in The Tax Adviser and The Journal of Taxation.  Mr. Rosen has also had broad business experience as a founder and director of several businesses.

Richard’s areas of focus include:

• Tax and Business Planning for Entrepreneurial Enterprises
• Structuring Acquisitions, Dispositions, Joint Ventures and Equity Infusions
• Executive Compensation
• Estate Planning
• Philanthropic Planning

Bar Admissions

• Admitted to practice in Pennsylvania, 1965 and Florida, 1979
• Admitted as Certified Public Accountant in Pennsylvania, 1967

Education

• J.D. Harvard Law School, 1965
• B.A. Economics, Yale University, 1962

Noteworthy

• Elected as Fellow of the American College of Trust and Estate Counsel
• Listed in “Who’s Who in American Law,” 2000—present

Representative Matters

• Work very closely with families who control businesses in order to assure the continuity of the business, equitable treatment of all family members and tax minimization. Each situation is unique and requires both creativity and sensitivity.

Memberships

• American Bar Association, Real Property, Probate and Trust Law
• Past Chairman, Pennsylvania Bar Association, Estate Planning Committee
• American College of Trust and Estate Counsel

Seminars & Speeches

• Lecturer, Regional Meeting of American College of Trust and Estate Counsel
• Lecturer at the Annual Estate Law Institutes sponsored by the Pennsylvania Bar Association
• Lecturer, Pennsylvania Bar Association Probate and Trust Law Division Meetings
• Prospering Financially in a Hostile Healthcare Environment, (May 20-21, 1997)

Publications

• Author, Buy-Sell Agreement May Threaten Marital Deduction, Allegheny Business News
• Author, Estate Tax Discount Valuations Confirmed, Allegheny Business News
• Author, Why Joint Tenancy Shouldn’t Be Part of Your Marriage Vows, Cohen & Grigsby Review (Winter 1997)
• Author, Sophisticated Uses of Life Insurance, Proceeding of Pennsylvania Bar Institute’s 3rd Annual Estate Law Institute (November 1996)
• Author, Tax Deferred Annuities More Taxing Than They Seem, Executive Report (September 1994)
• Author, Keeping a Family Business in the Family, Cohen & Grigsby Review (May 1994)