Kim Rothman is a Partner in Miller Mayer’s Trusts and Estates practice group.
Ms. Rothman advises clients in all aspects of estate planning with an emphasis on drafting wills and trusts tailored to individual clients’ needs, including protecting and providing for family members, carrying out charitable intentions, and minimizing tax obligations. Ms. Rothman also represents executors and trustees in connection with estate administration matters including Surrogate’s Court proceedings, tax filings, and post-mortem planning.
Ms. Rothman is a graduate of Cornell University, where she majored in Government and Economics. Ms. Rothman received her J.D. from Harvard Law School.
Ms. Rothman is a founding member of the Finger Lakes Chapter of the Women’s Bar Association of the State of New York as well as a member of New York State Bar Association’s Trusts and Estates Law Section and the Tompkins County Bar Association. She is member of the Advisory Committee for the Community Foundation of Tompkins County Women’s Fund. She is a regular participant in Women Swimmin’ for Hospicare and avid supporter of the organization.
AREAS OF FOCUS
Trusts and Estates
More than simply drafting wills, successful estate planning is built on strong, long-term relationships. A comprehensive plan takes a broad look at all of your assets and how you prefer to distribute them. We work with individuals and couples, developing plans tailored to your particular assets and needs. From simple estates to complex financial tax and family considerations, we work with clients at all levels.
Estate Planning services include solutions for:
Spouses in second marriages
QTIP and QDOT trusts
Supplemental needs or special needs trusts
Qualified personal residence trusts (QPRTs)
Irrevocable life insurance trusts
Generation skipping trusts
The tax consequences of distributions
Determining payout periods
Specialized beneficiary designations
Trusts to manage retirement distributions
Tax benefits and consequences of naming tax-exempt organizations as beneficiaries
We understand how painful the death of a loved one can be. With that in mind, our role is to work with executors and beneficiaries to navigate the process of estate administration with grace and efficiency and meet probate requirements and deadlines. We assist our clients in making informed decisions during this difficult time.
We represent individual and corporate executors, administrators, and trustees, and counsel them on their responsibilities in estate administration. In the rare event of a contested will or disputed accounting, we can assist clients with Surrogate’s Court litigation, including trials and appeals. When disputes arise, we assist clients to negotiate creative solutions, avoiding litigation when possible or resolving conflicts before family relationships are destroyed. Ultimately, our goal is your goal: to ensure your estate plan is carried out, assets are distributed to intended beneficiaries in accordance with the law, and the last wishes of a decedent are honored.
Although estate administration involves much more than just filing probate papers, our experienced legal assistants work promptly and cost-effectively through this process. Depending on the nature of the estate, there can be important decisions to make about estate taxes and disclaimers, or when and how to transfer assets. These decisions can result in substantial tax savings.