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Joshua S. Rubenstein

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

Joshua S. Rubenstein is national head of the firm’s Trusts and Estates practice and national chair of the Private Client Services group. He also is a member of the firm’s Board of Directors and the 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. He is a popular choice among clients for "complicated multijurisdictional trust and tax work" and is regarded as a "pragmatic technician" who "will cut to the chase" (Chambers USA).

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," adding that he is “very able technically and very user-friendly” while also being “very good at getting down to the essence of what needs to be resolved and getting it done” (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. Clients note that within the Trusts and Estates practice, Josh is "spectacular" and "clearly the star of the Trusts and Estates team" (U.S. News – Best Lawyers® "Best Law Firms").

Shown below is a selection of Joshua’s engagements.

Recognition

Chambers Global, 2012–2014
International Private Client – Global-wide, 2015–2017
Best Lawyers in America, 1993–2018
Super Lawyers, 2006–2017
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 Trust and Estate Counsel

American College of Trust and Estate 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

Crain's New York Business

Crain's New York Business, Most-Connected New Yorkers, 2014
AV Preeminent Peer Review Rating by LexisNexis Martindale-Hubbell
Citywealth Leaderslist, 2015–2016

National Law Journal

National Law Journal, Divorce, Trusts & Estates Trailblazer, 2016
The American Lawyer, The Transatlantic Legal Awards Winner, 2016, Transatlantic Lawyer of the Year: Private Client

Legal Week

Legal Week, Private Client Global Elite, 2017
Chambers USA - Ranked In, 2006–2016
Chambers USA – High Net Worth, Top Ranked, Private Wealth Law, 2017

Estate Planning Hall of Fame

Estate Planning Hall of Fame, 2017
Advisories
Articles
Firm News
Presentations
October 4, 2017
June 20, 2017
STEP (Society of Trust and Estate Practitioners) | Rights of Privacy and Publicity After Death: The Problems of Celebrity Clients | Tel Aviv, Israel
June 20, 2017
STEP (Society of Trust and Estate Practitioners) | Invasions of Privacy as a Result of Information Exchange | Tel Aviv, Israel
June 17, 2017
ACTEC (American College of Trust and Estate Counsel) | International Variables in the Estate Planning Relationship: Understanding What Your Client Brings to the Table | Seattle, Washington
June 13, 2017
Transcontinental Trusts Litigation Summit | I'm an American: Get Me Out of Here - The U.S. Dilemma | Geneva, Switzerland
June 7, 2017
City National Bank | Using Tax Planning to Resolve Trusts and Estates Controversies | Los Angeles, California
June 2, 2017
American University | Wealth Conservation, Estate Planning, and Planned Giving | Washington, DC
May 23, 2017
IAETL (International Academy of Estate and Trust Law | Recognition and Taxation of Usufructs in the United States | Chicago, Illinois
May 16, 2017
The Associated: Jewish Community Federation of Baltimore, Inc. | Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change | Baltimore, Maryland
May 5, 2017
Transcontinental Trusts: International Forum | Migrating Trusts to the US | Bermuda
May 5, 2017
Transcontinental Trusts: International Forum | Discussion of the Possible Tax Law Changes Coming out of the US as a Result of the New Trump Administration; and Migrating Trusts to the US | Bermuda
April 27, 2017
International Wealth Advisors Forum | Non-Tax Reasons For or Against Structures and Where to put my Structure and Why | Marbella, Spain
April 24, 2017
Columbia University’s Deans Luncheon | Trust and Estates Profession | New York, New York
April 7-8, 2017
No Name Discussion Group | CRS – Common Reporting Standard | Washington, DC
March 7, 2017
Charlotte Estate Planning Council | Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change | Charlotte, North Carolina
February 16, 2017
Legal Week Private Client Forum Americas | I Fought the Law: Lessons Learnt From the Largest US Tax Fraud Case In US History | Playa Del Carmen, Mexico
February 15, 2017
Legal Week Private Client Forum Americas | What's Your Name, Who's Your Daddy: CRS In Action | Playa Del Carmen, Mexico
January 24, 2017
Wilmington Trust | Using Tax Planning to Resolve Trusts and Estates Controversies | Wilmington, Delaware
January 11, 2017
Heckerling Institute | Tax and Estate Planning Considerations for Foreign Persons Owning U.S. Assets: A Deeper Dive | Orlando, Florida
November 17, 2016
Wilmington Trust | 2704(b) Proposed Regulations and Other ‘Heads I Win, Tails You Lose' Games: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change | Stamford, Connecticut
November 10, 2016
Legal Week Private Client Forum Europe | Planning for Life After Death, the Laws of Succession vs. New Biology | Lake Como, Italy
September 23, 2016
STEP New York Conference | Posthumous Conception and Related Issues | New York, New York
September 19, 2016
International Bar Association (IBA) Annual Meeting | Asset Preservation Divorce Planning | Washington, DC
June 15, 2016
STEP Israel Annual Conference | Enduring Power of Attorney, Turn and Face the Strange Changes, Trusts Tax Planning | Tel Aviv, Israel
June 15, 2016
STEP Israel Annual Conference | Lessons from the Wylys | Tel Aviv, Israel
February 10–12, 2016
November 3, 2015
Panelist | The 2002 ISDA Master Agreement, Understanding the ISDA Master Agreements Conference | International Swaps and Derivatives Association | New York, New York
October 21, 2015
Panelist | Principal Issues for consideration and Negotiation in Derivatives Documentation, Advanced Swaps and Other Derivatives 2015 | Practicing Law Institute | New York, New York
April 15, 2015
Panelist | The New Regulatory Environment of Commodity Derivatives | International Swaps and Derivatives Association | New York, New York
December 11–12, 2014
Presenter and Institute Chair | Pressing the "Do Over" Button: Strategies for Modifying Wills and Trusts After Formation | 12th Annual Sophisticated Trusts & Estates Law Institute | New York State Bar Association | New York, New York
October 30, 2014
Presenter | Pressing the "Do Over" Button: Strategies for Modifying Wills and Trusts After Formation | Presenter | Planning for Life After Death: Laws of Succession vs. The New Biology | 18th Annual Tax and Estate Planning Seminar | Jewish Community Federation & Endowment Fund | San Francisco, California
June 12, 2013
Presenter | Pressing the "Do Over" Button: Strategies for Modifying Wills and Trusts after Formation | Hudson Valley Estate Planning Council | Cold Spring, New York
January 22, 2013
Presenter | Pressing the "Do Over" Button: Strategies for Modifying Wills and Trusts After Formation | Strategies for Modifying Wills & Trusts After Formation | Estate Planning Council of Eastern New York | Irvington, New York
Joshua S. Rubenstein

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

Chambers Global
2012–2014
International Private Client – Global-wide, 2015–2017
Best Lawyers in America
1993–2018
Super Lawyers
2006–2017
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

500 finalist – 2010

American College of Trust and Estate Counsel

Fellow

The International Who's Who of Private Client Lawyers

Top Ten Most Highly Regarded Individual, 2013

New York Bar Foundation

Fellow

Crain's New York Business

Most-Connected New Yorkers, 2014
AV Preeminent Peer Review Rating by LexisNexis Martindale-Hubbell
Citywealth Leaderslist
2015–2016

National Law Journal

Divorce, Trusts & Estates Trailblazer, 2016
The American Lawyer, The Transatlantic Legal Awards Winner, 2016
Transatlantic Lawyer of the Year: Private Client

Legal Week

Private Client Global Elite, 2017
Chambers USA - Ranked In
2006–2016
Chambers USA – High Net Worth, Top Ranked
Private Wealth Law, 2017

Estate Planning Hall of Fame

2017
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Memberships

  • American Bar Association, Real Property, Trust and Estate Law and Taxation Sections, International Estate Planning Committee Past 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 Section Officer
  • 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
  • Association of the Bar of the City of New York
  • 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

Languages

  • Spanish