NEW YORK – Katten Muchin Rosenman LLP is pleased to announce that Joshua S. Rubenstein, chair of the firm’s national Trusts and Estates Practice and co-managing partner of the New York office, has been named among the top wealth management advisors in the world by U.K.-based wealth management publication Citywealth in its Leaders List 2008. Mr. Rubenstein is listed as one of the “Top 20 Men in Private Wealth Management” as well as an “Internationally Prominent Figure” on Citywealth’s Leading Lawyers list. He will be honored on May 8, 2008 at an awards dinner in London.
The third annual Citywealth Leaders List was compiled through extensive, in-depth research among top international wealth advisors. Those listed are “generally acknowledged to possess a sterling reputation for expertise in their respective field, first-class client service, and top-notch products/services for wealthy families and individuals.” A copy of the ranking can be found at http://www.citywealthmag.com/.
Mr. Rubenstein handles a wide variety of private client matters 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 for high net worth individuals, professionals, entrepreneurs, artists, and others. He is a frequent lecturer and author on these topics, a Member of the Executive Council and Treasurer of the International Academy of Estates and Trusts Law (IAETL), a Fellow and Regent of the American College of Trusts and Estates Counsel (ACTEC), a Member of the U.K.-based Society of Trust and Estate Practitioners (STEP), and a Fellow of the New York Bar Foundation. Mr. Rubenstein is a former chair of the Trusts & Estates Law Section of the New York State Bar Association and of the International Committee of the Real Property and Probate Section of the American Bar Association.
Katten’s Trusts and Estates Practice provides a full range of trusts and estates related services, including sophisticated estate, tax, business and personal planning for high net worth individuals, entrepreneurs, and others with complex assets or affairs. The firm represents both fiduciaries and beneficiaries in connection with ongoing estate and trust administration on a multigenerational basis, and is also experienced in handling contested proceedings involving estates and trusts in the courts, before taxing authorities and before governmental and regulatory authorities.