About Charles Rosselli
After graduating from law school, I went to work with the dream of becoming a trusted advisor to my clients. My passion has always been about empowering families. But what I quickly discovered was that the personal lawyer relationship I had envisioned no longer exists in the traditional – and I say broken – model of estate planning. The traditional model practiced by most lawyers view estate planning as a one-time transactional event, based on cookie-cutter, form-based, word-processing documents.

My estate planning practice is very, very different from the vast majority of estate planning lawyers out there. I am a Life & Estate Planning Lawyer, which means I focus on building lifelong relationships with clients as their trusted advisor. I ensure that my clients’ estate plans will work when they need it to work. How do I do that? First, I include a free 3-year review with all estate plans so that clients remember to keep their plans up-to-date. Second, I offer a Membership Program for those clients who may need more frequent reviews and other invaluable services. Third, I publish a monthly print or electronic newsletter that is lively, informative and fun. I stay in touch!

Charles received his Bachelor of Science Degree from Fordham University with a major in Finance in 1989. Charles earned his Juris Doctor degree from Touro College School of Law in 1994. A lifelong resident of Long Island, Charles attended Chaminade High School.  Charles teaches and lectures on the topic of tax and estate issues to corporations, financial advisors, and various consumer groups.

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