Howard J. Rubin
Closely Held Companies and Family Businesses Law
Closely Held Companies and Family Businesses Law
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High net worth individuals seek Howard’s advice for their complex wealth and estate planning needs. His estate planning experience includes preparing wills, revocable and irrevocable trusts, special needs trusts, family limited partnerships, limited liability companies and charitable trusts.In collaboration with those he serves, Howard advises on the design and execution of a transition plan that realizes even the most distinct objectives. He also advises on asset protection planning, establishing charitable foundations, creating conservator and guardianships as needed, and planning for potential disability using trusts or other vehicles. Notably, he has hands-on experience with foreign trusts and frequently utilizes his network of connections in the international banking community to realize client goals.When working with business owners on a succession plan, Howard prepares business buy-sell agreements and cross-purchase trusts, as well as other types of arrangements for owners of closely held companies.Howard’s unique and sophisticated background in tax law allow him to recognize broader issues involved in a variety of matters. He is able to take complex issues and structures and communicate them in a way that anyone can understand. Howard is passionate about his work and ably assembles the pieces of the complex puzzle when it comes to private wealth planning. A trusted adviser, Howard frequently serves as outside general counsel to his clients.In addition, Howard’s genuine concern for and sensitivity to the emotional elements involved in estate and wealth planning allow him to deliver not only thoughtful, comprehensive legal counsel, but also to develop long-lasting relationships. In fact, many of Howard’s clients have spanned decades, an indication of his absolute dedication and total commitment to making their ambitions a reality. High net worth individuals seek Howard’s advice for their complex wealth and estate planning needs. His estate planning experience includes preparing wills, revocable and irrevocable trusts, special needs trusts, family limited partnerships, limited liability companies and charitable trusts.In collaboration with those he serves, Howard advises on the design and execution of a transition plan that realizes even the most distinct objectives. He also advises on asset protection planning, establishing charitable foundations, creating conservator and guardianships as needed, and planning for potential disability using trusts or other vehicles. Notably, he has hands-on experience with foreign trusts and frequently utilizes his network of connections in the international banking community to realize client goals.When working with business owners on a succession plan, Howard prepares business buy-sell agreements and cross-purchase trusts, as well as other types of arrangements for owners of closely held companies.Howard’s unique and sophisticated background in tax law allow him to recognize broader issues involved in a variety of matters. He is able to take complex issues and structures and communicate them in a way that anyone can understand. Howard is passionate about his work and ably assembles the pieces of the complex puzzle when it comes to private wealth planning. A trusted adviser, Howard frequently serves as outside general counsel to his clients.In addition, Howard’s genuine concern for and sensitivity to the emotional elements involved in estate and wealth planning allow him to deliver not only thoughtful, comprehensive legal counsel, but also to develop long-lasting relationships. In fact, many of Howard’s clients have spanned decades, an indication of his absolute dedication and total commitment to making their ambitions a reality. High net worth individuals seek Howard’s advice for their complex wealth and estate planning needs. His estate planning experience includes preparing wills, revocable and irrevocable trusts, special needs trusts, family limited partnerships, limited liability companies and charitable trusts. In collaboration with those he serves, Howard advises on the design and execution of a transition plan that realizes even the most distinct objectives. He also advises on asset protection planning, establishing charitable foundations, creating conservator and guardianships as needed, and planning for potential disability using trusts or other vehicles. Notably, he has hands-on experience with foreign trusts and frequently utilizes his network of connections in the international banking community to realize client goals. When working with business owners on a succession plan, Howard prepares business buy-sell agreements and cross-purchase trusts, as well as other types of arrangements for owners of closely held companies. Howard’s unique and sophisticated background in tax law allow him to recognize broader issues involved in a variety of matters. He is able to take complex issues and structures and communicate them in a way that anyone can understand. Howard is passionate about his work and ably assembles the pieces of the complex puzzle when it comes to private wealth planning. A trusted adviser, Howard frequently serves as outside general counsel to his clients. In addition, Howard’s genuine concern for and sensitivity to the emotional elements involved in estate and wealth planning allow him to deliver not only thoughtful, comprehensive legal counsel, but also to develop long-lasting relationships. In fact, many of Howard’s clients have spanned decades, an indication of his absolute dedication and total commitment to making their ambitions a reality.
Recognized in Best Lawyers since 2020
Samuel King
I engaged Howard Rubin to assist with restructuring a family trust following a significant liquidity event. His deep expertise in trusts and estates for high net-worth individuals was immediately apparent. With 45 years of experience and his LL.M., he clearly understands the intricate tax implications and ERISA considerations involved. The final documents were comprehensive and professionally drafted. However, the process felt somewhat impersonal. Communication was primarily through his paralegal, and there were noticeable delays in receiving draft revisions. While I have no doubt about the legal solidity of the work product, managing expectations on timelines and having more direct access for nuanced discussions would have improved the experience. For straightforward, high-level planning, his recognized skill is evident, but the client service aspect felt merely adequate.
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