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