About 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.

All-encompassing counsel for private clients

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 express how "Josh leads the department, and he is the person I would send clients to for complex work. He has all the qualities you need for a great lawyer: he has good judgement, he is hardworking [and] he is constantly available" (Chambers HNW).

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 "…one of the best. He's extremely smart and has tremendous experience and expertise in trust and estate cases. He is very strong but calm, straightforward and will outfox the other side" (Chambers HNW 2018). 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.

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"'His work product is amazing,' said a peer; 'he gives the full range of advice on estate planning and international planning. His knowledge base is much more practical - he can see things from a client's perspective.'"

Chambers Global 2019
(Global, International Private Client) survey response

Practice Focus

  • Estate, personal and tax planning
  • Estate, trust and entity administration
  • Resolving estate, trust, family and tax disputes in state, federal and foreign courts
  • Cross-border trust and estate issues

Presentations and Events