Jay S. Rosenberg

Jay is a native of San Antonio, Texas, and has been admitted to the State Bar of Texas for over 25 years. Jay advises and provides counsel to clients on a wide range of estate, tax planning, trust creation, asset protection, wealth preservation and wealth transfer planning matters including gifting and other charitable planning; succession planning, including planning for family owned businesses; retirement planning and fiduciary matters; the preparation of wills, trust agreements, and other estate planning and incapacity planning documents; business matters including the formation and structure of limited liability and other entities and transfer of interests for individual clients, family offices, and closely-held entities; and the representation of corporate and individual executors in probate, estate, and trust administration, including the preparation of federal gift and federal estate tax returns.

Prior to joining Uhl Fitzsimons, Jay provided advice and counsel for over 19 years based at the headquarters of a major Fortune 500 company in San Antonio where he was an Executive Director Attorney and member of the firm’s Executive Management Group and General Counsel team. He advised and provided counsel regarding complex trust and estate matters, tax compliance matters, retirement plan and ERISA matters, fiduciary matters, wealth management matters, 529 College Savings Plan matters, business matters, and regulatory matters.

Prior to that time, Jay was a Senior Manager in the Tax Services division of a Big Four professional services firm’s San Antonio office where he advised high-net worth individuals, family offices, business owners and corporate executives in South Texas regarding sophisticated estate planning, gifting, succession planning, wealth transfer, asset protection, tax implementation, and tax reporting matters.

Prior to that, Jay was an attorney and Vice President in the East Coast headquarters of a major broker-dealer and mutual fund company where he negotiated and advised regarding strategic and tax-oriented transactions and the creation of specialized entities. He advised the firm’s teams who dealt with ultra-high net worth clients including family offices, individuals, and privately-held entities with respect to matters including wealth preservation and transfer diversification, and minimization of taxes.

Prior to attending law school, Jay advised Texas high net worth families and business owners regarding their taxable and tax-advantaged investment portfolios.