Phillip I. Roitman is senior associate to Anglin, Flewelling, Rasmussen, Campbell & Trytten LLP. He emphasizes his practice in estate planning and administration, trusts, business succession planning and income tax planning. Phil works with business owners, executives and other high-net worth individuals to identify their financial and estate planning goals, and focuses on protecting the value of their assets.

Before joining AFRCT, Phil was an attorney with a prominent Atlanta law firm specializing in sophisticated estate planning and tax matters. Previously, Phil served senior executives and other high net-worth individuals as a member of the Private Client Advisors practice of Deloitte & Touche. He also worked as in-house counsel and trust officer for two major financial institutions.

Mr. Roitman received his undergraduate degree, cum laude, from Brooklyn College and his masters of science degree from the University of Massachusetts. He received his law degree from the University of San Diego and earned his LL.M. in taxation from DePaul University. Mr. Roitman was admitted to practice in California in 1989, and is also member of the State Bars of Georgia and Illinois.

Phil holds the Certified Financial Planner designation and has authored Code of Ethics and Professional Responsibility for Financial Planners for the CCH Continuing Education series. He also lectures and presents seminars to professional groups on estate and income tax planning issues.

Phil can be reached by telephone at 626-535-1900, or by email at proitman@afrct.com.
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