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.

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. 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's kept what would have been a high-profile dispute out of the news. Instead, it remained a private affair.

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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

  • Speaker
    February 5–7, 2020
  • BelleCapital International
    Speaker | Coming to a Theater Near You: United States Private Client Planning and Litigation Developments
    December 5, 2019
  • Bar & Karrer AG
    Speaker | Coming to a Theater Near You: United States Private Client Planning and Litigation Developments
    December 4, 2019
  • Legal Week International Private Client Forum
    Speaker | How will International Financial Centres Evolve in the Next Decade? Will Millennials and Gen Z Want to Use Them?
    November 14, 2019
  • Private Client Global Elite Mastermind
    Speaker | The New Constants: Change and Controversy
    November 13, 2019
  • Bonelli Erede Lombardi Studio Legale
    Speaker | Coming to a Theater Near You: United States Private Client Planning and Litigation Developments
    November 12, 2019
  • NYSBA Sophisticated Institute
    Chair and Speaker | All Present and Accounted For: Proactively Preparing Fiduciary Accountings to Facilitate Pre- and Post- Mortem Planning and Mitigate Risk
    November 8, 2019
  • Speaker
    October 15, 2019
  • IBA Annual Conference
    Speaker | The Cook, The Thief, Their Spouse and Their Lover
    September 24, 2019
  • View All Presentations and Events