Rothschild Jr., Alan F.

Alan F. Rothschild, Jr.

Alan Rothschild has practiced estate planning, taxation and general business law in Columbus and Atlanta for over 30 years.  In the estate planning area, Mr. Rothschild works with individuals and their advisors to design estate plans that effectively address each family’s unique tax and personal needs.  Much of his work in this area focuses on successful strategies for multi-generational wealth succession planning, including the transition of family businesses and family lands to future generations.

Mr. Rothschild also has extensive experience advising clients on the design and implementation of thoughtful and effective charitable gifts – both while the client is in life, through techniques such as private foundations, donor-advised funds, conservation easements and charitable trusts, and at death, through their wills and testamentary trusts.

A substantial part of Mr. Rothschild’s practice is dedicated to the formation and on-going representation of tax exempt organizations throughout the southeastern United States. Representative clients include university-related foundations, family foundations, community foundations, and regional non-profits in the areas of social service, cultural arts, education and conservation. Mr. Rothschild also serves as an Adjunct Professor at the University of Miami School of Law, where he teaches a course in the Master of Law program on Charitable Giving and Exempt Organizations.

Probate and estate administration also constitute an important part of Mr. Rothschild’s practice. This includes the representation of individual beneficiaries, executors and trustees, as well as representing corporate fiduciaries in the probate and administration of estates and the on-going administration of trusts. Mr. Rothschild also has significant experience resolving tax audits, estate disputes and dealing with the challenges of an aging population, including guardianships, conservatorships, and health care decision making.

In his general business and tax practice, Mr. Rothschild works closely with other lawyers and paralegals in counseling Georgia and East Alabama businesses and professional practices on general operational matters, including entity selection, tax compliance, acquisitions and sales, employment and contract matters.

Atlanta Office address:  One Alliance Center 3500 Lenox Road, Suite 1500, Atlanta, GA 303026

 

Contact

Alan F. Rothschild, Jr.
(p) 706-243-5629 | (f) 706-243-0417 | afr@psstf.com | Download vCard

Lucia Reed (Paralegal)
(p) 706-243-4057 | (f) 706-243-0417 | lwr@psstf.com | Download vCard

 

Education

  •  University of Virginia, 1982 (B.A.)
  •  University of Georgia School of Law, 1985 (J.D.)
  •  Emory University, 1991 (L.L.M., Taxation)

Bar Admissions

  • Georgia, 1985
  • United States Tax Court, 2004

Professional Activities

  • American Bar Association – Real Property Trust and Estate Section (Chair 2010 – 2011)
  • American Bar Foundation – Fellow
  • American College of Tax Counsel – Fellow
  • American College of Trust and Estate Counsel (ACTEC) – Fellow
  • Heckerling Estate Planning Institute – Advisory Committee
  • Southern Federal Tax Institute – Trustee
  • State Bar of Georgia, Nonprofit Law Section – Chair 2019 – 2020
  • State Bar of Georgia, Fiduciary Law Section – Chair 2006 – 2007
  • Georgia Legal Services Program – Board of Directors 2002 – 2004
  • Georgia Legal Services Foundation – Board of Directors 2011 – 2014
  • Atlanta Estate Planning Council – Board of Directors 2016 – 2019
  • Columbus Bar Association, Inc. – Past President
  • Columbus Estate Planning Council

Civic Activities

  • The Board of Friends Willson Center for Humanities and Arts, University of Georgia
  • The Columbus Museum, Inc. – Past President
  • Columbus State University Foundation – Past Chair
  • Community Foundation of the Chattahoochee Valley, Inc. – Past Chair
  • The Do Good Fund, Inc. – President
  • Georgia Humanities Council
  • Georgia Museum of Art – Chair
  • Georgia Trust for Historic Preservation, Inc. – Emeritus Trustee
  • Greater Columbus Georgia Chamber of Commerce – Past Chair
  • Mildred Miller Fort Foundation, Inc. – President
  • Southeastern Council of Foundations (Board of Trustees 2003 – 2007)
  • University of Georgia School of Law School Association – Past President
  • Walter Allen Richards Foundation – Trustee

Recent Professional Presentations

  • 2019 ACTEC Fall Meeting – Negotiating and Drafting Charitable Gift Agreements to Stay Out of Court, the news and the Attorney General’s Office
  • 2019 ACTEC – ALI-CLE Webinar – Charitable Giving in 2019:  Favored Techniques in the Current Tax and Economic Environment
  • 2019 ICLE State Bar of Georgia Nonprofit Law Seminar — Avoiding and Addressing Conflicts of Interest in the Nonprofit World
  • 2019 University of Miami School of Law 53rd Heckerling Institute on Estate Planning – Negotiating and Drafting Charitable Gift Agreements to Stay Out of Court, the News, and the Attorney General’s Office
  • 2018 Southeastern Council of Foundations Annual Meeting – Legal Update: Family Foundations Legal Update for Staff & Trustees
  • 2018 SunTrust Institutional Investment Conference – Tales from the Field: How Tax Reform is Really Impacting Not-for-Profits
  • 2018 ACTEC Southeast Regional Meeting – A Fresh Look at Charitable Planning
  • 2018 Georgia Society of CPAs Not-for-Profit Conference – Charitable Giving – Are You in Compliance?
  • 2018 American College of Trust and Estate Council Annual Meeting; Charitable Planning Committee  – Gender and Race Scholarships
  • 2017 Georgia Education Advancement Council Annual Conference – Advancement in the Internet Age
  • 2017 Southeastern Council of Foundations Annual Meeting – Legal Update:  Family Foundations Legal Update for Staff & Trustees
  • 2017 39th Annual Duke Estate Planning Conference – The Tax and Practical Basics of Private Foundations
  • 2017 University of Miami School of Law 51st Heckerling Institute on Estate Planning – Nuts and Bolts of Private Foundations (for Estate Planners)
  • 2016 University of Miami School of Law 50th Heckerling Institute on Estate Planning – Private Foundation Governance and Grantmaking: Practical Solutions to Everyday Dilemmas
  • 2016 Southeastern Council of Foundations Annual Meeting – Private Foundations 101 and Legal Update
  • 2016 Alabama Planned Giving Council – Drafting Charitable Gift Agreements that Stand the Test of Time
  • 2016 Atlanta Bar Estate Planning Section– Drafting Charitable Gift Agreements that Stand the Test of Time
  • 2015 Georgia Education Advancement Council Annual Conference
  • Gift Acceptance Policies that Work
  • Gift Agreements – Drafting to Stand the Test of Time
  • Dealing with Difficult Donors
  • 2015 Southern Federal Tax Institute – Conservation Easements: Maximizing the Tax Benefits While Minimizing the Audit Risk
  • 2015 Institute of Continuing Legal Education in Georgia, 12th Annual Nonprofit Law Seminar – Drafting Charitable Gift Agreements that Stand the Test of Time
  • 2015 University of Miami School of Law 49th Heckerling Institute on Estate Planning – Restricted Charitable Gifts:  Drafting Charitable Gift Agreements that Stand the Test of Time
  • 2014 Fiduciary Law Institute – Who Gets Blackacre?  Tax and Non-Tax Planning For Significant Real Estate Assets
  • 2013 Southern Federal Tax Institute – Estate Planning with Real Estate
  • 2013 Virginia CLE®/Virginia Law Foundation – Coming to a Tax Court Near You:  How to Survive the IRS’ Assault on Conservation Easements
  • 2013 University of Miami School of Law 47th Heckerling Institute on Estate Planning – Coming to a Tax Court Near You: How to Survive the IRS’s Assault on Conservation Easements

Selected Presentations

  • Race and Gender Preferences – When Civil Rights Law Meets Tax Law, Taxation of Exempts
  • Planning and Documenting Charitable Gifts – Probate & Property
  • Designing and Documenting Charitable Gifts – The Practical Tax Lawyer
  • The Dos and Don’ts of Donor Control, ACTEC Journal
  • How Donors May and May Not Exercise Control of Charitable Gifts, Taxation of Exempts
  • Increased Public Scrutiny of Tax-Exempt Organizations, Estate Planning
  • Quoted on current estate planning and charitable giving issues in The Wall Street Journal, New York Times, Atlanta Journal-Constitution, Newsweek, Smart Money, U. S. News & World Report, Tax Notes, and Exempt Organizations Tax Review.

Professional Recognition

  • The Best Lawyers in America – Trust and Estates and Non-Profit/Charities Law
  • Georgia Super Lawyers
  • Georgia Trend’s Legal Elite
  • Georgia’s Top Rated Lawyers, LexisNexis Martindale-Hubbell – General Practice, Trusts and Estates, and Taxation
  • State Bar of Georgia – Verner F. Chaffin Career Service Award, Fiduciary Law Section