Recognized in Best Lawyers since 2027 Kimberly Rothman is an attorney with Bousquet Holstein PLLC in Ithaca, New York, practicing in the area of Trusts and Estates. She has been recognized by Best Lawyers for her work in Trusts and Estates since 2027, based on peer-review evaluations from attorneys in the same practice area and geographic region.
Kim Rothman focuses her practice on estate planning and estate administration in the firm’s Ithaca office.
Estate PlanningKim works with individuals and families to develop estate plans that reflect their personal goals, family dynamics, financial circumstances, and long-term priorities. She understands that estate planning involves more than preparing documents—it is a process of creating a thoughtful plan for the management of assets during life and the transfer of assets after death.
Her approach to estate planning begins with understanding each client’s objectives, concerns, and family structure. Kim helps clients evaluate legal and tax considerations and develops strategies designed to support their wishes while addressing both current and future needs.
Because every family and estate is different, Kim prepares customized estate plans tailored to each client’s circumstances. Her work includes planning related to:
- Federal and New York estate taxes
- Minor beneficiaries
- Beneficiaries with special needs
- Retirement benefits
- Non-citizen spouses and foreign assets
- Charitable giving
- Family businesses
- Lifetime gifting strategies
- Revocable and irrevocable trusts
- Real property planning, including vacation homes, family homesteads, farms, and forest land
Kim assists clients in understanding their options, refining their intentions, and creating estate plans that are clear, practical, and designed to carry out their goals effectively.
Estate AdministrationKim also represents clients in estate and trust administration matters. She recognizes that the loss of a loved one can bring uncertainty and emotional challenges, and she works with families to help them navigate the administration process with clarity and support.
Her estate administration practice includes guidance on:
- Surrogate’s Court proceedings
- Retirement account collection
- Estate tax returns
- Trust administration, from funding through termination
- Post-mortem planning options
Kim works with clients at the level of involvement that best suits their needs. Some clients prefer comprehensive legal guidance throughout the administration process, while others seek assistance with specific issues or key stages of administration. In either capacity, she helps clients address practical and legal considerations efficiently and thoughtfully.
Kim values building long-term relationships with clients and serving as a trusted resource for future planning and administration questions as they arise over time.
Additional information about Kimberly N. Rothman and Bousquet Holstein PLLC is available at https://www.bhlawpllc.com/our-people/kimberly-n-rothman
