Joshua S. Rubenstein

Joshua Rubenstein
joshua.rubenstein@kattenlaw.com
New York Office
p+1.212.940.7150
f+1.212.940.7162
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Overview

Joshua S. Rubenstein is national head of the firm’s Trusts and Estates practice. He is also a member of the firm’s Executive Committee, Board of Directors, Compensation Committee and Diversity Committee.

Josh advises businesses and private individuals, including high net worth individuals, senior executives, professionals, entrepreneurs, artists and others with unique intellectual property interests. He handles a wide variety of private matters for these clients on a local, national and international level, including personal and estate planning, the administration of estates and trusts, and contested Surrogate’s Court and tax proceedings. He has counseled clients in trust and estates matters for more than 30 years, building relationships with those who value and rely upon his advice.

Josh’s clients say he is "a real polymath not just a great lawyer, but a great chap to deal with and a safe pair of hands" (Chambers USA). Globally, he is “very highly rated for his cross-border work and is very active on the international trust scene as the treasurer of the International Academy of Estate & Trust Law” (Chambers Global). He focuses on creating sophisticated, yet uncomplicated, solutions for clients. Josh finds unforeseen problems and uses an interdisciplinary approach to resolve those problems, bringing in members of teams that deal with taxes, real estate or corporate and other transactional areas of the law, as necessary.

Josh is a former adjunct professor at Brooklyn Law School and is a frequent lecturer and author. He is regularly quoted in the media, with credits in The New York Times, The Wall Street Journal, New York Law Journal, Citywealth, Forbes, Kiplinger's, Crain's, The Washington Post, FOX News, Bloomberg News and CNBC. The Katten Trusts and Estates practice has earned recognition from Society of Trust and Estate Practitioners (STEP) for Best North American Private Client Team (2011, 2012) and from Citywealth for International Law Firm – USA (2012, 2013) under Josh’s leadership.

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Recognition

AV Preeminent Peer Review Rating by LexisNexis Martindale-Hubbell, 2013
Chambers USA, 2006–2013
Chambers Global, 2012–2014
Best Lawyers in America, 1993–2014
Super Lawyers, 2006–2013
Citywealth, International Lawyer of the Year, 2012
Editor’s Choice Award, 2011
Leader’s List, 2011
“Top 20 Men in Private Wealth Management,” Top 20 Leading Lawyers,” 2006-2010

Lawdragon

Lawdragon, 500 finalist – 2010

American College of Trusts and Estates Counsel

American College of Trusts and Estates Counsel, Fellow

The International Who's Who of Private Client Lawyers

The International Who's Who of Private Client Lawyers, Top Ten Most Highly Regarded Individual, 2013

New York Bar Foundation

New York Bar Foundation, Fellow
Advisories
Firm News
Speaking Engagements
September 30–October 5, 2012
November 11-13, 2010
November 13-15, 2008

Education

  • JD, Columbia Law School, Harlan Fiske Stone Scholar
  • BA, Columbia University, magna cum laude, Phi Beta Kappa

Bar Admissions

  • New Jersey
  • New York

Court Admissions

  • US District Court, District of New Jersey
  • US District Court, Eastern District of New York
  • US District Court, Southern District of New York
  • US Tax Court

Recognition

2013
2006–2013
2012–2014
1993–2014
2006–2013
International Lawyer of the Year, 2012
Editor’s Choice Award, 2011
Leader’s List, 2011
“Top 20 Men in Private Wealth Management,” Top 20 Leading Lawyers,” 2006-2010

Lawdragon

500 finalist – 2010

American College of Trusts and Estates Counsel

Fellow

The International Who's Who of Private Client Lawyers

Top Ten Most Highly Regarded Individual, 2013

New York Bar Foundation

Fellow
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Memberships

  • American Bar Association, Real Property, Trust and Estate Law andTaxation Sections, International Estate Planning CommitteePast Chair
  • American Law Institute, Estate Planning Advisory Board
  • Central Park Conservancy, Advisory Council
  • Chess in Schools
  • City of Hope
  • American College of Trust and Estate Counsel, International Estate Planning Committee Chair, International Membership Committee Chair, State Laws Committee Past Regent and Past Chair
  • American College of Trust and Estate Counsel Foundation, Director
  • Columbia Law School, Trusts, Wills and Estate Planning Advisory Council
  • Columbia University, Planned Giving Advisory Committee
  • Columbia University Health Sciences Center, Advisory Council
  • Fiduciary Accounting and Trust Administration Guide, Attorney Advisory Board
  • Fiduciary Trust International, Trust Advisory Board
  • Hadassah Estate Planning Seminar, Faculty and Advisory Board
  • International Bar Association, Family Law SectionOfficer
  • International Wealth Advisors Forum, Steering Committee
  • Irvington Institute for Immunological Research, Past President
  • Jewish Board of Family and Children's Services, Past Vice President
  • Legal Week, Conference Advisory Board
  • Lincoln Center for the Performing Arts, Professional Advisors Council
  • Matthew Bender, Editorial Board
  • Merrill Lynch, Attorney Advisory Board
  • Metropolitan Museum of Art, Professional Advisors Council
  • Museum of Art and Design, Professional Advisory Committee
  • Museum of Modern Art, Professional Advisors Council
  • New Jersey Bar Association
  • New York City Ballet, Professional Advisory Committee
  • New York City Bar Association
  • New York Office of Court Administration Advisory, Committee on Surrogate's Courts
  • New York Philharmonic, Advisory Council
  • New York Public Library, Professional Advisory Committee
  • New York State Bar Association , Trusts and Estates Law Section Past Chair
  • No Name Discussion Group
  • Practising Law Institute, Estate Advisory Committee
  • Society of Trust and Estate Practitioners (STEP)
  • The International Academy of Estate and Trust Law (IAETL), Academician; Treasurer, Executive Council
  • UJA Federation, Trust & Estates Division Past Chair
  • Warren's Heaton, Editorial Board
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