Daniel Rubin

Practice Areas

Trusts & Estates

Tax

Private Client

Career

Daniel Rubin is a trusts and estates lawyer whose practice focuses on domestic and international estate planning, asset protection planning, and estate administration for private clients, including but not limited to family business owners and corporate executives. In addition, Daniel represents many founders and entrepreneurs, often from the technology sector, who seek out Daniel for his practical income tax planning advice, especially in connection with the qualified small business stock (QSBS) exclusion under Section 1202 of the Internal Revenue Code. Daniel’s practice also involves inbound planning for international clients, designing a strategic approach to manage the potentially significant tax impact of United States law on such clients and their families.

Daniel is described as an innovative, solution-oriented trusts and estates lawyer and tax advisor who applies deep knowledge and years of experience towards achieving his clients’ goals.

Daniel is a distinguished presenter on tax and estate planning topics. He is invited regularly to speak before reputable professional organizations such as the Heckerling Institute on Estate Planning, the American College of Trust & Estate Counsel (ACTEC), and state bar associations around the nation. As a thought leader, Daniel writes articles on estate and asset protection planning matters for well-read publications such as Estate Planning, Trusts & Estates and Bloomberg’s BNA Tax Management Portfolios. As a way to impart his experience to future practitioners, Daniel is an adjunct professor at the University of Miami School of Law.

Professional Memberships

The American College of Trust and Estate Counsel (ACTEC), Fellow

Asset Protection Committee of ACTEC, Former Chair

Estate Planning Council of New York City, Inc., Past President

International Estate Planning Committee, Trusts & Estates Law Section of the New York State Bar Association, Past Chair

Education