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Carl S. Rosen
Partner
1905 NW Corporate Blvd
Suite 310
Boca Raton, FL 33431
Carl’s practice primarily focuses on probate, asset protection, business planning, and estate and family “generational” planning for a wide array of affluent individuals and their businesses.
His broad range of experience in this very personal and confidential area of law is evident in the work he does for clients, including providing tax advice for individuals and...
Carl’s practice primarily focuses on probate, asset protection, business planning, and estate and family “generational” planning for a wide array of affluent individuals and their businesses.
His broad range of experience in this very personal and confidential area of law is evident in the work he does for clients, including providing tax advice for individuals and business owners.
A number of articles authored by Carl have been published in journals, newsletters, magazines, and newspapers, including the South Florida Business Journal.
business owners.
A number of articles authored by Carl have been published in journals, newsletters, magazines, and newspapers, including the South Florida Business Journal.
Experience
Previous Professional Experience
- Senior Tax Accountant with KPMG in Fort Lauderdale
Education
- University of Miami School of Law, LLM, Estate Planning (1998)
- University of Florida Levin College of Law, JD, cum laude (1995)
- University of Maryland, BS, summa cum laude (1989)
Admissions
- Florida
Practice Areas
Previous Professional Experience
- Senior Tax Accountant with KPMG in Fort Lauderdale
Media
Recognitions
- South Florida Legal Guide, Top Lawyer (2019–2021)
- The Best Lawyers in America®, Tax Law (2013–2025), Trusts and Estates (2013–2025)
- Lawyer of the Year in Fort Lauderdale, Fla. for Tax Law (2023)
- Top 100 Attorneys by Worth magazine
- South Florida Business Journal’s Key Partner Award
Professional Activities
- Member, The Florida Bar
- Member, Greater Boca Raton Estate Planning Council
- Member, FAU Professional Advisory Committee
- Former Certified Public Accountant, Florida Board of Accountancy
- Former Certified Public Accountant, Maryland Board of Public Accountancy
Carl’s practice primarily focuses on probate, asset protection, business planning, and estate and family “generational” planning for a wide array of affluent individuals and their businesses.
His broad range of experience in this very personal and confidential area of law is evident in the work he does for clients, including providing tax advice for individuals and... business owners.
A number of articles authored by Carl have been published in journals, newsletters, magazines, and newspapers, including the South Florida Business Journal.
Experience
The following is a selected sampling of matters and is provided for informational purposes only. Past success does not indicate the likelihood of success in any future matter.Previous Professional Experience
- Senior Tax Accountant with KPMG in Fort Lauderdale
Education
- University of Miami School of Law, LLM, Estate Planning (1998)
- University of Florida Levin College of Law, JD, cum laude (1995)
- University of Maryland, BS, summa cum laude (1989)
Admissions
- Florida
Practice Areas
- South Florida Legal Guide, Top Lawyer (2019–2021)
- The Best Lawyers in America®, Tax Law (2013–2025), Trusts and Estates (2013–2025)
- Lawyer of the Year in Fort Lauderdale, Fla. for Tax Law (2023)
- Top 100 Attorneys by Worth magazine
- South Florida Business Journal’s Key Partner Award
- Member, The Florida Bar
- Member, Greater Boca Raton Estate Planning Council
- Member, FAU Professional Advisory Committee
- Former Certified Public Accountant, Florida Board of Accountancy
- Former Certified Public Accountant, Maryland Board of Public Accountancy
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