Cozen O’Connor: Mansdorf, Rachel D.

Rachel D. Mansdorf

Member

New York

(212) 883-2233

(212) 986-0604

Rachel counsels high net worth individuals and families on estate and tax planning, trust and estate administration and litigation, charitable planning and administration, and business succession planning. She works closely with clients to identify their goals and provide tailored solutions to achieve her clients’ desired outcomes. Rachel’s broad-based practice includes drafting trusts, wills, and other sophisticated estate planning instruments; structuring and implementing sophisticated and tax-efficient lifetime gifts, administering decedent’s estates (including preparing estate tax returns); and assisting families in the creation and continuation of private family foundations. Rachel’s relationships with her clients frequently extend to multiple generations of family members. She is a trusted adviser of her clients and their families.

Rachel often lectures and contributes articles to publications on topics related to estate planning and trust administration. She has been featured in the New York Law Journal and Trusts and Estates Magazine, among others.

Rachel earned her J.D. from Columbia Law School as a Harlan Fiske Stone Scholar and won Best Brief in the moot court competition. She was also the moot court student editor. She received her bachelor's degree in psychology from Columbia University, graduating summa cum laude.

Publications

NYS Estate Tax Savings Opportunity [Private Client Services Alert]

February 12, 2014

Since the implementation in 2011 of federal legislation increasing the federal estate and gift tax exemption to $5,000,000, many New York residents have been making large lifetime gifts in order to substantially reduce their New York estate tax. Recently proposed legislation, if passed, will eliminate this tax reduction strategy by pulling back into the New York taxable estate at death lifetime gifts made by New York residents after March 30, 2014.

Events & Seminars

Past Events

Education

  • Columbia University School of Law, J.D., 2005
  • Columbia University, B.A., summa cum laude, 2001
  • New York
  • American Bar Association
  • New York City Bar Association