In his widely respected practice, Joshua Rubenstein, national chair of the firm’s Private Wealth practice, brings a variety of important services under one roof for high-net-worth individuals. He offers integrated planning, administration and litigation counseling for individuals, their estates and their businesses, all of it designed to preserve wealth over generations. His advice stretches as far as his clients’ financial interests — locally, nationally and globally. Josh is the rare trusts and estates attorney that does not focus exclusively on either planning, estate administration, or litigation. Instead, he integrates all three. The result, for clients, is deeper insight in each area that may affect them. Josh performs his planning and administration with a view to minimizing litigation risk; meanwhile, he litigates cases with a view towards discovering planning opportunities. Josh, who has been practicing in the field for more than 35 years, has a unique ability to create sophisticated solutions that are also elegant and uncomplicated. In the area of estate administration, which can bring intense feelings to the surface for family members, Josh and his clients also benefit from his emotional intelligence. Josh’s practice areas include Private Wealth, Business Succession Planning, Charitable Planning, Philanthropy and Nonprofit Organizations, Fiduciary and Private Client Litigation, and International Private Wealth, covering the Family Offices and Private Client Services industries. Josh’s education comprises: JD, Columbia Law School, Harlan Fiske Stone Scholar and BA, Columbia University, magna cum laude, Phi Beta Kappa. His bar admissions include New Jersey and New York, and court admissions include: U.S. District Court, District of New Jersey U.S. District Court, Eastern District of New York, U.S. District Court, Southern District of New York and U.S. Tax Court.
This second edition, written by leading Private Client legal specialists, provides an up-to-date jurisdictional comparison of the latest tax and non-tax developments for the private client profession in the areas of planning, administration and litigation....
This first edition, written by leading Private Client legal specialists from around the world, provides a highly practical, up-to-date jurisdictional comparison of the latest tax and non-tax developments for the private client profession in the areas of tax, estate and personal planning, administrat...