Joshua S. Rubenstein

Joshua S. Rubenstein

Co-Managing Partner - New York
p / 212.940.7150
f / 212.940.8545
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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 and Regent, and incoming chair of the International Committee of the American College of Trusts and Estates Counsel (ACTEC), an officer of the Family Law Section of the International Bar Association (IBA), a member of the U.K.-based Society of Trust and Estate Practitioners (STEP), and a Fellow of the New York Bar Foundation. He is a former chair of the Trusts & Estates Law Section of the New York State Bar Association and of the International Committee of the Real Property and Probate Section of the American Bar Association.

Mr. Rubenstein is also extremely active in the community. 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 serves on the editorial board of Warren’s Heaton and the conference advisory board of Legal Week, and is a presiding judge for the 2011 STEP Annual Private Client Awards. He is often featured or quoted in prominent publications such as the 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; 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; “Top 100 New York Super Lawyers” in New York Super Lawyers; 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"; 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; the only American in the “Top 20 International Wealth Advisors,” an "Internationally Prominent Figure," and a "2011 Leader" by Citywealth (a U.K. 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.

Mr. Rubenstein received his Bachelor of Arts degree in Greek and Latin, magna cum laude, in 1976 from Columbia University, where he was elected to Phi Beta Kappa, and his Juris Doctor from Columbia Law School in 1979, where he was a Harlan Fiske Stone Scholar. He is admitted to practice law in New York (1980), New Jersey (1980) and before various Federal Courts, including the United States Tax Court.

News & Publications

February 1, 2012
Client Advisories and Bulletins
January 11, 2012
Client Advisories and Bulletins
November 23, 2011
Client Advisories and Bulletins
September 12, 2011
Firm News
July 13, 2011
Firm News
June 10, 2011
Client Advisories and Bulletins
June 10, 2011
Firm News
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
Client Advisories and Bulletins
December 7, 2010
Firm News
November 2010
Client Advisories and Bulletins
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
Client Advisories and Bulletins
October 2010
Firm News
October 3, 2010
Firm News
September 29, 2010
Firm News
September 21, 2010
Client Advisories and Bulletins
September 15, 2010
Firm News
August 2010
Firm News
August 24, 2010
Client Advisories and Bulletins
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
March/April 2010
Firm News
April 2010
Firm News
April 3, 2010
Firm News
April 2, 2010
Firm News
March 24, 2010
Client Advisories and Bulletins
March 2010
Firm News
March 4, 2010
Client Advisories and Bulletins
February 17, 2010
Firm News
February 2, 2010
Client Advisories and Bulletins
January 2010
Firm News
January 27, 2010
Firm News
January 7, 2010
Client Advisories and Bulletins
January 2010
Firm News
December 23, 2009
Client Advisories and Bulletins
December 17, 2009
Firm News
December 2009
Client Advisories and Bulletins
November 25, 2009
Firm News
September 21, 2009
Client Advisories and Bulletins
August 12, 2009
Client Advisories and Bulletins
August 5, 2009
Firm News
July 28, 2009
Client Advisories and Bulletins
July 2009
Firm News
July 2009
Articles
June 12, 2009
Firm News
June 10, 2009
Client Advisories and Bulletins
May 12, 2009
Client Advisories and Bulletins
March 18, 2009
Firm News
February 26, 2009
Firm News
2008
Articles
December 9, 2008
Firm News
December 2008
Client Advisories and Bulletins
November 4, 2008
Firm News
September 23, 2008
Firm News
July 10, 2008
Firm News
June 2008
Client Advisories and Bulletins
June 13, 2008
Firm News
April 16, 2008
Firm News
February 2008
Client Advisories and Bulletins
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
April 25, 2003
Firm News
Winter 2002
Articles
September 9, 2002
Articles
More

Events

February 21, 2012
Philadelphia, Pennsylvania
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 Citywealth Magazine
London, United Kingdom
May 13, 2010
Presented by the New York State Bar Association
Chicago, Illinois
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 IBC Global Conferences
London
October 13, 2009
Presented by the Society of Trust and Estate Practitioners
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

Background

Education

  • J.D., Columbia Law School, 1979, Harlan Fiske Stone Scholar
  • B.A., Columbia University, 1976, magna cum laude, Phi Beta Kappa

Bar Admissions

  • New York, 1980
  • New Jersey, 1980

Languages

  • Spanish