|
|
Joshua S. Rubenstein is national head of the firm’s Trusts and Estates practice. He handles a wide variety of private client matters 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 for high net worth individuals, professionals, entrepreneurs, artists and others with unique intellectual property interests, and is a frequent lecturer and author on these topics. He is an Academician, member of the Executive Council and Treasurer of the International Academy of Estates and Trusts Law (IAETL); a Fellow, past Regent and current chair of the International Estate Planning Committee of the American College of Trusts and Estates Counsel (ACTEC); an officer of the Family Law Section of the International Bar Association (IBA); and a member of the United Kingdom-based Society of Trust and Estate Practitioners (STEP). He is a former chair of the Trusts & Estates Law Section of the New York State Bar Association and of the International Estate Planning Committee of the Real Property and Probate Section of the American Bar Association. Mr. Rubenstein is also a member of the American Law Institute (ALI) CLE’s Estate Planning Advisory Panel and serves on the editorial board of Warren’s Heaton and the Trusts and Estates Advisory Board of Legal Week.
Mr. Rubenstein is extremely active in the community. He serves as a director of the ACTEC Foundation and a Fellow of the New York Bar Foundation. He is a vice president of the Jewish Board of Family and Children’s Services, a past president of the Irvington Institute for Immunological Research and a past chair of the Trust & Estates Division of UJA Federation. In addition, Mr. Rubenstein is a member of the professional advisory councils of the Central Park Conservancy, Columbia Law School, Columbia University Health Sciences Center, Lincoln Center for the Performing Arts, the Metropolitan Museum of Art, the Museum of Art and Design, the Museum of Modern Art, the New York City Ballet, the New York Office of Court Administration, the New York Philharmonic, The New York Public Library and the Practising Law Institute.
Mr. Rubenstein is a former adjunct professor at Brooklyn Law School. He is the author of the LexisNexis AnswerGuide on New York Surrogate’s Court Practice and a contributing author of A Family’s Guide to Wealth: Insights from Thought Leaders and Pioneers. He was a presiding judge for the 2011 STEP Annual Private Client Awards and is often featured or quoted in prominent publications such as The New York Times, The Wall Street Journal, Bloomberg, Forbes, Kiplinger’s, Crain’s, New York Law Journal, The Washington Post and Citywealth, and on broadcast and cable news programs such as FOX, Bloomberg, CNBC and WPIX. He is listed in The Best Lawyers in America (1993–2013); Euromoney Institutional Investor PLC Expert Guides’ The Best of the Best in Trusts & Estates; Who’s Who in American Law; Who’s Who in the World; New York Super Lawyers (2006–2012); Chambers USA: America’s Leading Lawyers for Business at the Band One level for the Eastern Region in Wealth Management as one of the “Leaders in their Field” (2006, 2008–2012); Chambers Global (2013); Lawdragon’s 3000 Leading Lawyers in America; and has been named as one of the “Best Lawyers in New York” by New York Magazine. In addition, Mr. Rubenstein has been listed as one of the “Best Lawyers in America” by American Lawyer; one of the “Top 100 U.S. Attorneys” by the Robb Report, Worth Magazine (2005); the only American in the “Top 20 International Wealth Advisors,” an “Internationally Prominent Figure,” a “2011 Leader,” and the 2012 “International Lawyer of the Year” by Citywealth (a UK weekly); the head of the Best Private Client Practice in North America by the Society of Trust and Estate Practitioners; an “Endorsed Individual” in private client services (USA) by Practical Law Company; and one of the “Top 100 Americas Wealth Advisors,” in connection with which he was named “U.S. Private Client Attorney of the Year,” also by Citywealth (2006).
Mr. Rubenstein received his BA in Greek and Latin, magna cum laude, from Columbia University, where he was elected to Phi Beta Kappa, and his JD from Columbia Law School, where he was a Harlan Fiske Stone Scholar. He is admitted to practice law in New York, New Jersey and before various Federal Courts, including the United States Tax Court.
News & Publications
|
May 24, 2013
|
Firm News
|
|
April 29, 2013
|
Firm News
|
|
March 20, 2013
|
Firm News
|
|
March 18, 2013
|
Firm News
|
|
January 16, 2013
|
Advisories
|
|
November 20, 2012
|
Advisories
|
|
August 24, 2012
|
Firm News
|
|
June 7, 2012
|
Firm News
|
|
May 14, 2012
|
Firm News
|
|
April 26, 2012
|
Presentations
|
|
April 26, 2012
|
Firm News
|
|
February 1, 2012
|
Advisories
|
|
January 11, 2012
|
Advisories
|
|
November 23, 2011
|
Advisories
|
|
September 12, 2011
|
Firm News
|
|
July 13, 2011
|
Firm News
|
|
June 10, 2011
|
Firm News
|
|
June 10, 2011
|
Advisories
|
|
June 5, 2011
|
Firm News
|
|
May 2011
|
Firm News
|
|
March 22, 2011
|
Firm News
|
|
January 2011
|
Firm News
|
|
January 3, 2011
|
Firm News
|
|
December 17, 2010
|
Advisories
|
|
December 7, 2010
|
Firm News
|
|
November 2010
|
Advisories
|
|
November 20, 2010
|
Firm News
|
|
November 9, 2010
|
Firm News
|
|
November 9, 2010
|
Firm News
|
|
October 30, 2010
|
Firm News
|
|
October 25, 2010
|
Firm News
|
|
October 14, 2010
|
Advisories
|
|
October 2010
|
Firm News
|
|
October 3, 2010
|
Firm News
|
|
September 29, 2010
|
Firm News
|
|
September 21, 2010
|
Advisories
|
|
September 15, 2010
|
Firm News
|
|
August 2010
|
Firm News
|
|
August 24, 2010
|
Advisories
|
|
August 9, 2010
|
Firm News
|
|
July 2010
|
Firm News
|
|
July 27, 2010
|
Firm News
|
|
July 19, 2010
|
Firm News
|
|
June 2010
|
Firm News
|
|
June 24, 2010
|
Firm News
|
|
May 19, 2010
|
Firm News
|
|
April 2010
|
Firm News
|
|
March/April 2010
|
Firm News
|
|
April 3, 2010
|
Firm News
|
|
April 2, 2010
|
Firm News
|
|
March 24, 2010
|
Advisories
|
|
March 2010
|
Firm News
|
|
March 4, 2010
|
Advisories
|
|
February 17, 2010
|
Firm News
|
|
February 2, 2010
|
Advisories
|
|
January 2010
|
Firm News
|
|
January 27, 2010
|
Firm News
|
|
January 7, 2010
|
Advisories
|
|
January 2010
|
Firm News
|
|
December 23, 2009
|
Advisories
|
|
December 17, 2009
|
Firm News
|
|
December 2009
|
Advisories
|
|
November 25, 2009
|
Firm News
|
|
September 21, 2009
|
Advisories
|
|
August 12, 2009
|
Advisories
|
|
August 5, 2009
|
Firm News
|
|
July 28, 2009
|
Advisories
|
|
July 2009
|
Firm News
|
|
July 2009
|
Articles
|
|
June 12, 2009
|
Firm News
|
|
June 10, 2009
|
Advisories
|
|
May 12, 2009
|
Advisories
|
|
March 18, 2009
|
Firm News
|
|
February 26, 2009
|
Firm News
|
|
2008
|
Articles
|
|
December 9, 2008
|
Firm News
|
|
December 2008
|
Advisories
|
|
November 4, 2008
|
Firm News
|
|
September 23, 2008
|
Firm News
|
|
July 10, 2008
|
Firm News
|
|
June 2008
|
Advisories
|
|
June 13, 2008
|
Firm News
|
|
April 16, 2008
|
Firm News
|
|
February 2008
|
Advisories
|
|
November 13, 2007
|
Firm News
|
|
September 5, 2007
|
Firm News
|
|
July 10, 2007
|
Articles
|
|
June 20, 2007
|
Firm News
|
|
April 2, 2007
|
Firm News
|
|
Fourth Quarter 2006
|
Articles
|
|
July 25, 2006
|
Firm News
|
|
June 7, 2006
|
Firm News
|
|
June 5, 2006
|
Firm News
|
|
May 19, 2006
|
Firm News
|
|
April 26, 2006
|
Firm News
|
|
December 2005
|
Firm News
|
|
November 7, 2005
|
Firm News
|
|
November 7, 2005
|
Firm News
|
|
November 2, 2005
|
Firm News
|
|
October 3, 2005
|
Firm News
|
|
April 4, 2005
|
Firm News
|
|
November 25, 2004
|
Articles
|
|
September 13, 2004
|
Articles
|
|
January 2004
|
Articles
|
 |
Events
|
June 13, 2013
|
Presented by the Trust and Estate Section of the Colorado Bar Association
Snowmass Village, Colorado
|
|
June 12, 2013
|
Cold Spring, New York
|
|
June 12, 2013
|
Washington Township, New Jersey
|
|
May 08, 2013
|
County Kildare, Ireland
|
|
April 12, 2013
|
Presented by ALI CLE
|
|
March 14, 2013
|
Provence, France
|
|
January 30, 2013
|
Scottsdale, Arizona
|
|
October 25, 2012
|
Presented by Hottinger & Partners S.A.
Rio de Janeiro, Brazil
|
|
October 02, 2012
|
Dublin, Ireland
|
|
September 05, 2012
|
Presented by Selfhelp Community Services' Evelyn Frank Legal Resources Program
New York, New York
|
|
July 23, 2012
|
Las Vegas, Nevada
|
|
June 04, 2012
|
Presented by the Minnesota State Bar Association
Saint Paul, Minnesota
|
|
May 28, 2012
|
Tel Aviv, Israel
|
|
May 08, 2012
|
New Milton, New Forest, Hampshire, England
|
|
May 04, 2012
|
Palm Beach Gardens, Florida
|
|
May 03, 2012
|
Washington, D.C.
|
|
April 30, 2012
|
Presented by The Juilliard School
New York, New York
|
|
April 26, 2012
|
Presented by Katten Muchin Rosenman LLP
New York, New York
|
|
April 26, 2012
|
New York, New York
|
|
March 22, 2012
|
San Francisco, California
|
|
February 21, 2012
|
Philadelphia, Pennsylvania
|
|
February 07, 2012
|
Sarasota, Florida
|
|
December 15, 2011
|
Presented by Society of Trust and Estate Practitioners
Geneva, Switzerland
|
|
December 13, 2011
|
Presented by Baer & Karrer
Zurich, Switzerland
|
|
November 22, 2011
|
Presented by Columbia University
New York, New York
|
|
November 08, 2011
|
Presented by IIR & IBC Finance Events
London, United Kingdom
|
|
November 03, 2011
|
Presented by Legal Week
Cernobbio, Italy
|
|
September 27, 2011
|
New York, New York
|
|
July 21, 2011
|
Presented by the NCBA Estate Planning & Fiduciary Law Section
Kiawah Island, South Carolina
|
|
June 22, 2011
|
|
|
May 22, 2011
|
Mexico City, Mexico
|
|
May 20, 2011
|
New York, New York
|
|
May 08, 2011
|
Königstein, Germany
|
|
April 28, 2011
|
Miami, Florida
|
|
March 07, 2011
|
Presented by the American College of Trust and Estate Counsel
Phoenix, Arizona
|
|
March 03, 2011
|
Presented by Legal Week
Provence, France
|
|
February 18, 2011
|
Lubbock, Texas
|
|
February 16, 2011
|
Presented by the UJA-Federation of New York's Lawyers Division Trusts & Estates Group and Accountants Division
New York, New York
|
|
February 09, 2011
|
Presented by the All Children's Hospital Foundation
St. Petersburg, Florida
|
|
January 21, 2011
|
Presented by the Southern Arizona Estate Planning Council
Tucson, Arizona
|
|
January 13, 2011
|
|
|
January 11, 2011
|
Presented by the Society of Trust & Estate Practitioners
Channel Islands
|
|
November 18, 2010
|
Presented by the New York State Bar Association
New York, New York
|
|
November 11, 2010
|
Presented by Legal Week
|
|
November 04, 2010
|
Presented by Rady Children's Hospital
San Diego, California
|
|
October 28, 2010
|
Presented by the University of Notre Dame
South Bend, Indiana
|
|
October 27, 2010
|
Presented by The Society of Trust and Estate Practitioners
Chicago, Illinois
|
|
October 25, 2010
|
New York, New York
|
|
October 19, 2010
|
Presented by The Society of Trust and Estate Practitioners
London, United Kingdom
|
|
October 12, 2010
|
Presented by Legal Week
|
|
October 03, 2010
|
Presented by the International Bar Association
Vancouver, British Columbia
|
|
September 29, 2010
|
Colorado Springs, Colorado
|
|
September 29, 2010
|
Colorado Springs, Colorado
|
|
September 16, 2010
|
New York, New York
|
|
September 01, 2010
|
Presented by Cambridge International Forums
Vevey, Switzerland
|
|
July 15, 2010
|
Presented by the American Law Institute and the American Bar Association
Boston, Massachusetts
|
|
July 13, 2010
|
Presented by the New York State Society of CPAs and the Foundation for Accounting Education
New York, New York
|
|
June 23, 2010
|
Presented by TexasBarCLE
San Antonio, Texas
|
|
June 11, 2010
|
Presented by the Society of Trust and Estate Practitioners
Miami, Florida
|
|
June 03, 2010
|
New York, New York
|
|
May 20, 2010
|
Presented by Queens University of Charlotte
Charlotte, North Carolina
|
|
May 13, 2010
|
Presented by the New York State Bar Association
Chicago, Illinois
|
|
May 13, 2010
|
Presented by Citywealth Magazine
London, United Kingdom
|
|
May 06, 2010
|
Presented by the American Bar Association
Philadelphia, Pennsylvania
|
|
May 05, 2010
|
Presented by the Estate Planning Council of New York City
New York, New York
|
|
May 05, 2010
|
Presented by the Estate Planning Council of Lower Fairfield County
Old Greenwich, Connecticut
|
|
April 28, 2010
|
Presented by the Hudson Valley Estate Planning Council
Milton, New York
|
|
April 21, 2010
|
Presented by Cambridge International Forums
Vevey, Switzerland
|
|
February 25, 2010
|
Presented by Legal Week
Provence, France
|
|
January 25, 2010
|
Presented by the University of Miami School of Law
Orlando, Florida
|
|
January 12, 2010
|
Presented by the Estate Planning Council of Eastern New York
Albany, New York
|
|
December 01, 2009
|
Presented by IIR
London
|
|
November 19, 2009
|
Presented by the New York State Bar Association
New York, New York
|
|
November 12, 2009
|
Presented by Legal Week
Lake Como
|
|
November 04, 2009
|
Presented by the Maryland Association of CPA's
Baltimore, Maryland
|
|
October 28, 2009
|
Presented by the Tulane Law School
New Orleans, Louisiana
|
|
October 13, 2009
|
Presented by the Society of Trust and Estate Practitioners
London
|
|
October 13, 2009
|
Presented by IBC Global Conferences
London
|
|
May 20, 2009
|
Presented by Cambridge International Forums
Barcelona
|
|
May 14, 2009
|
Presented by Citywealth Magazine
London,
|
|
March 19, 2009
|
Presented by the New York State Bar Association
Amelia Island, Florida
|
|
March 05, 2009
|
Presented by the American College of Trust and Estate Counsel
Rancho Mirage, California
|
|
January 12, 2009
|
Presented by the University of Miami School of Law
Orlando, Florida
|
|
November 13, 2008
|
Presented by Legal Week
Lake Como
|
|
November 04, 2008
|
Presented by IIR Tax & Accounting
St. Helier, JE1 7XP
|
|
March 01, 2007
|
Hosted by Legal Week
Provence, France
|
|
January 22, 2007
|
Los Angeles, California
|
|
November 17, 2005
|
New York, New York
|
|
November 03, 2005
|
, Florida
|
|
October 17, 2005
|
Bolton Landing, New York
|
|
September 15, 2005
|
New York, New York
|
|
February 10, 2005
|
New Orleans, Louisiana
|
|
November 04, 2004
|
New York, New York
|
|
July 01, 2004
|
Boston, Massachusetts
|
|
|
George Town, Grand Cayman
|
|
|
Presented by the Florida Bar Tax Section
|
|

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