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.