Carl Stephen Rosen

Carl Rosen, long time partner with Broad and Cassel, assisted my mother with her estate when my father passed away 2 years ago. He was instrumental in the execution of his will as well as the creation of a new trust. He immediately secured all assets and structured the new trust to protect these ass...ets for my children. Mr. Rosen’s technical knowledge of the law was exemplary which proved to be a great comfort to my family. I developed the utmost respect for the manner in which Mr. Rosen conducts business. It was extremely reassuring to know that my mom was working with an attorney that not only exhibited expertise in the field, but conducted himself with integrity while demonstrating compassion and understanding. He was a pleasure to work with; the perfect combination of mastery of the law with a pleasant demeanor. My mother has since moved all of her business to Mr. Rosen Based upon my interaction with Mr. Rosen regarding my father’s estate, I have moved my own personal business to him and his firm. I highly recommend him to anyone seeking an estate-planning attorney or an expert in wills and trusts and tax law.

I have had the pleasure of working with Carl Rosen on a number of trust and estate / tax matters for significant corporate and individual clients. In each case, Carl demonstrated mastery of highly complex trust and estate and tax issues. He is a proactive strategist and advocate for his clients. ...Clients praise him for his excellent results. In addition, it is extremely efficient and easy to work with Carl. Therefore, it is not a surprise that a number of our mutual clients have been with Carl at least a decade. I highly recommend Carl Rosen for trust, estate and tax matters.

I initially met with Mr. Rosen from Broad and Cassell when my husband passed away in 2012. I was originally working with another local estate-planning attorney but was not completely satisfied. I found myself leaving our meetings confused and with more questions than when I arrived. After meeting ...with Mr. Rosen, I was able to fully comprehend not only the documents we created, but the entire process as well. His knowledge of the law was extensive and he demonstrated a great deal of patience during this very difficult time in my life. He returned my phone calls and emails in a very timely manner and was accessible to me at all times. Mr. Rosen also helped coordinate correspondences between my other attorney, my accountant and my financial advisor which was a tremendous burden lifted off of my shoulders. He is an extremely knowledgeable and thorough attorney and was a pleasure to work with. My experience could not have been more positive considering the sad circumstances. I highly recommend Mr. Rosen to anyone in the market for an estate-planning attorney and would absolutely use him for all of my business in the future.