Morey Rosenbloom advises clients that own and operate family businesses on the preservation and transfer of wealth. He provides federal, state, and local tax advice surrounding:
· generation-skipping wealth transfer
· succession planning
· trusts and charitable foundations
· business organizations and arrangements among business owners
· transfer of business interests to younger generations
· retirement planning
· life insurance
In addition to his tax practice at Blank Rome, Mr. Rosenbloom was a principal of CMS Companies and worked with entrepreneurs to grow, manage, and preserve their wealth.
Mr. Rosenbloom is a fellow of the American College of Trust and Estate Counsel. He has received the highest possible rating from Martindale-Hubbell.
He has been a frequent lecturer before legal, accounting, tax, and financial groups on various subjects involving tax and estate planning and business and family succession planning.
Community Service & Affiliations
Mr. Rosenbloom currently teaches Estate and Family Business Planning at Villanova University School of Law and previously taught at Temple University School of Law. He is a member of the Philadelphia Estate Planning Council and the Advisory Board of Keeping Current. Additionally, he serves on the boards of the American Friends of Hebrew University, Elwyn Jerusalem, Thomas Jefferson University Cardiology Research Foundation, the Temple University School of Law, and Keeping Current.
Gift and Estate Planning Techniques:
Installment Sales to Intentionally Defective Grantor Trusts
Grantor Retained Annuity Trusts
Memberships
American Bar Association
American College of Trust and Estate Counsel
Elwyn Jerusalem
Friends of Hebrew University
Pennsylvania Bar Association
Philadelphia Bar Association
Philadelphia Estate Planning Council
Publications
ESTATE, GIFT AND GST "TAX AMNESTY"- HOW TO "TURBO CHARGE" YOUR ESTATE PLAN IN 2011 AND 2012
[Alert]
Private Client Alert
February 2011 (No. 1)
Lawrence S. Chane, Andrew J. Haas, Robert E. Madden, Shari J. Odenheimer, Mary-Noelle Rasi, Morey S. Rosenbloom, et al.
SUMMARY OF THE NEW GIFT, ESTATE AND GENERATION SKIPPING TRANSFER TAX AND IMPORTANT PLANNING OPPORTUNITIES BEFORE THE END OF 2010
[Alert]
Private Client Alert
December 2010 (No. 6)
Lawrence S. Chane, Andrew J. Haas, Robert E. Madden, Shari J. Odenheimer, Mary-Noelle Rasi, Morey S. Rosenbloom, et al.
RIDING INTO THE SUNSET...YEAR-END PLANNING FOR THE "NEW" FEDERAL ESTATE TAX
[Alert]
Private Client Alert
October 2010 (No. 5)
Lawrence S. Chane, Andrew J. Haas, Robert E. Madden, Shari J. Odenheimer, Mary-Noelle Rasi, Morey S. Rosenbloom, et al.
THE GRANTOR RETAINED ANNUITY TRUST ("GRAT") GOING.. . GOING.. . GONE?
[Alert]
Private Client Alert
June 2010 (No. 4)
Lawrence S. Chane, Andrew J. Haas, Robert E. Madden, Shari J. Odenheimer, Mary-Noelle Rasi, Morey S. Rosenbloom, et al.
GRANTOR RETAINED ANNUITY TRUSTS ("GRATS") - A GREAT TECHNIQUE FACES AN UNCERTAIN FATE
[Alert]
Private Client Alert
March 2010 (No. 3)
Lawrence S. Chane, Robert E. Madden, Shari J. Odenheimer, Mary-Noelle Rasi, Morey S. Rosenbloom, Suzanne L. Thau, et al.
THE ONE-YEAR REPEAL OF THE ESTATE TAX: IS IT TIME TO REVIEW YOUR ESTATE PLAN? (PART 1 OF 2)
[Alert]
Private Client Alert
March 2010 (No. 2)
Lawrence S. Chane, Robert E. Madden, Shari J. Odenheimer, Mary-Noelle Rasi, Morey S. Rosenbloom, Suzanne L. Thau, et al.
TWO THINGS THAT ARE STILL CERTAIN - DEATH AND TAXES: THE ONE-YEAR REPEAL OF THE FEDERAL ESTATE TAX
[Alert]
Private Client Alert
January 2010 (No. 1)
Robert E. Madden, Shari J. Odenheimer, Mary-Noelle Rasi, Morey S. Rosenbloom, Peter C. Valente and Susan Peckett Witkin
TIME IS RUNNING ON UNIQUE OPPORTUNITY TO LEVERAGE GIFTS TO FAMILY MEMBERS AND CHARITY
[Alert]
Private Client Alert
July 2009 (No. 2)
Lawrence S. Chane, Robert E. Madden, Shari J. Odenheimer, Mary-Noelle Rasi, Morey S. Rosenbloom, Peter C. Valente, et al.
PENNSYLVANIA UNIFORM TRUST ACT NOVEMBER 6, 2008 NOTICE DEADLINE APPROACHES
[Alert]
Private Client Alert
October 2008 (No. 4)
Lawrence S. Chane, Robert E. Madden, Shari J. Odenheimer, Mary-Noelle Rasi, Morey S. Rosenbloom and Peter C. Valente
CHANGES TO THE FEDERAL ESTATE TAX EFFECTIVE JANUARY 2009 COMBINED WITH THE CURRENT POLITICAL AND ECONOMIC CLIMATE CREATE A UNIQUE OPPORTUNITY TO REVIEW AND ENHANCE YOUR ESTATE PLAN BEFORE YEAR END
[Alert]
Private Client Alert
October 2008 (No. 3)
Lawrence S. Chane, Robert E. Madden, Shari J. Odenheimer, Mary-Noelle Rasi, Morey S. Rosenbloom and Peter C. Valente
UNCLE SAM MAY OWE YOU MONEY
[Alert]
Private Client Alert
August 2008 (No. 2)
Lawrence S. Chane, Robert E. Madden, Shari J. Odenheimer, Mary-Noelle Rasi, Morey S. Rosenbloom and Peter C. Valente
HISTORICALLY LOW INTEREST RATES CREATE UNIQUE GIFT AND ESTATE PLANNING OPPORTUNITIES
[Alert]
Private Client Alert
April 2008 (No. 1)
Lawrence S. Chane, Robert E. Madden, Mary-Noelle Rasi, Morey S. Rosenbloom and Peter C. Valente
DOES UNCLE SAM OWE YOU MONEY? THREE RECENT RULINGS CREATE POTENTIAL REFUND OPPORTUNITIES FOR THOSE WHO ACT BEFORE OCTOBER 15, 2007
[Alert]
Private Client Alert
September 2007 (No. 2)
Lawrence S. Chane, Mary-Noelle Rasi, Morey S. Rosenbloom and Peter C. Valente
PENNSYLVANIA UNIFORM TRUST ACT IMPOSES NEW DUTIES ON TRUSTEES OF PENNSYLVANIA TRUSTS
[Alert]
Private Client Alert
February 2007 (No. 1)
Lawrence S. Chane, Mary-Noelle Rasi, Morey S. Rosenbloom and Peter C. Valente
THE PENSION PROTECTION ACT OF 2006: DON'T LET THE TITLE FOOL YOU - IT'S NOT JUST ABOUT PENSIONS!
[Alert]
Private Client Alert
September 2006
Lawrence S. Chane, Mary-Noelle Rasi, Morey S. Rosenbloom and Peter C. Valente
FLORIDA REPEALS ITS INTANGIBLE PERSONAL PROPERTY TAX
[Alert]
Private Client Alert
August 2006
Peter C. Valente, Lawrence S. Chane, Mary-Noelle Rasi and Morey S. Rosenbloom
NEW TAX LAW'S IMPACT ON SAVING FOR COLLEGE: TAX INCREASE PREVENTION AND RECONCILIATION ACT EXPANDS KIDDIE TAX TO INCLUDE CHILDREN AGED 14 TO 18
[Alert]
Private Client Alert
June 2006
Peter C. Valente, Lawrence S. Chane, Mary-Noelle Rasi and Morey S. Rosenbloom
TEMPORARY SUSPENSION OF CERTAIN FEDERAL TAX LIMITATIONS ON CHARITABLE CONTRIBUTIONS
[Alert]
Business Tax / Private Client Alert
November 2005
Lawrence S. Chane, Joseph T. Gulant, Cory G. Jacobs, David M. Kuchinos, Mary-Noelle Rasi, Morey S. Rosenbloom, et al.
FIXED INCOME SECURITIES THAT MAY BE REDEEMED AT DEATH
[Alert]
Estate Planning Alert
Spring 2005
Lawrence S. Chane, Mary-Noelle Rasi, Morey S. Rosenbloom and Peter C. Valente
FAMILY LIMITED PARTNERSHIPS UNDER IRS SCRUTINY
[Alert]
Estate Planning Alert
Spring 2004
Lawrence S. Chane, Mary-Noelle Rasi, Morey S. Rosenbloom and Peter C. Valente
SPLIT-DOLLAR LIFE INSURANCE ALERT
[Alert]
Private Client Group Estate Planning Alert
Fall 2003
Lawrence S. Chane, Mary-Noelle Rasi, Morey S. Rosenbloom and Peter C. Valente
ESTATE PLANNING ALERT
[Alert]
Private Client Group
Summer 2003
Lawrence S. Chane, Mary-Noelle Rasi, Morey S. Rosenbloom and Peter C. Valente
2003: A NEW YEAR, A NEW NAME, A NEW ESTATE PLAN?
[Alert]
Private Client Group Estate Planning Alert
Winter 2003
Lawrence S. Chane, Mary-Noelle Rasi, Morey S. Rosenbloom and Peter C. Valente
CO-AUTHOR: CORPORATE BUY-SELL HANDBOOK, LATEST EDITION
[Book]
Deerborn Financial Publishing
1992
Morey S. Rosenbloom
News
BLANK ROME'S PRIVATE CLIENT PRACTICE GROUP PUBLISHES 2ND MOST READ ARTICLE FOR MONDAQ
[Media Coverage]
November 11, 2010
Lawrence S. Chane, Andrew J. Haas, Robert E. Madden, Shari J. Odenheimer, Mary-Noelle Rasi, Morey S. Rosenbloom, et al.
BLANK ROME COMISKY & MCCAULEY LLP STREAMLINES NAME TO BLANK ROME LLP
[Press Release]
January 2, 2003
Fred Blume, Carl M. Buchholz, Alan J. Hoffman, G. Craig Lord and Morey S. Rosenbloom