Joshua S. Rubenstein

Joshua S. Rubenstein

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. Appreciating his insights and the strong qualities he has as an attorney, clients praise his work: "Josh is amazing. He is very, very responsive, it doesn't matter what hour of the day I call." "What's super impressive about him is that he is able to think outside of the box and he is very open to new ideas" (Chambers HNW 2022). In any craft, making it "look easy" only happens with considerable experience and talent. 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. Clients praise his intelligence and experience, describing him as "a consummate professional," who "has a global view of things. He does not just try to solve the immediate problem but looks instead at the whole picture. His breadth of knowledge is second to none" (Chambers HNW 2022). 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. Representing the executor of a multibillion-dollar estate who was being sued by siblings over their treatment in their parents' will, Josh crafted a solution that satisfied all parties and restored family harmony. In that instance, and others, Josh has kept what would have been a high-profile dispute out of the news. Instead, it remained a private affair. Practices: Private Wealth, Business Succession Planning, Charitable Planning, Philanthropy and Nonprofit Organizations, Fiduciary and Private Client Litigation, and International Private Wealth. Industries: Family Offices and Private Client Services. Education: JD, Columbia Law School, Harlan Fiske Stone Scholar and BA, Columbia University, magna cum laude, Phi Beta Kappa. Bar Admissions: New Jersey and 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 and US Tax Court. Community Involvements: American Law Institute, Estate Planning Advisory Board, Central Park Conservancy, Advisory Council, Chess in Schools and Citywealth, Editorial Board.


Private Client | 1yr

Chapter: United States

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...