New York City, New York 10022
Joshua S. Rubenstein is national head of the firm’s Trusts and Estates practice. He is also a member of the firm’s Executive Committee, Board of Directors, Compensation Committee and Diversity Committee.
Josh advises businesses and private individuals, including high net worth individuals, senior executives, professionals, entrepreneurs, artists and others with unique intellectual property interests. He handles a wide variety of private matters for these clients 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. He has counseled clients in trust and estates matters for more than 30 years, building relationships with those who value and rely upon his advice.
Josh’s clients say he is "a real polymath – not just a great lawyer, but a great chap to deal with and a safe pair of hands," adding that he is “very able technically and very user-friendly” while also being “very good at getting down to the essence of what needs to be resolved and getting it done” (Chambers USA). Globally, he is “very highly rated for his cross-border work and is very active on the international trust scene as the treasurer of the International Academy of Estate & Trust Law” (Chambers Global). He focuses on creating sophisticated, yet uncomplicated, solutions for clients. Josh finds unforeseen problems and uses an interdisciplinary approach to resolve those problems, bringing in members of teams that deal with taxes, real estate or corporate and other transactional areas of the law, as necessary.
Josh is a former adjunct professor at Brooklyn Law School and is a frequent lecturer and author. He is regularly quoted in the media, with credits in The New York Times, The Wall Street Journal, New York Law Journal, Citywealth, Forbes, Kiplinger's, Crain's, The Washington Post, FOX News, Bloomberg News and CNBC. The Katten Trusts and Estates practice has earned recognition from Society of Trust and Estate Practitioners (STEP) for Best North American Private Client Team (2011, 2012) and from Citywealth for International Law Firm – USA (2012, 2013) under Josh’s leadership.
|Areas of Practice||1) Tax Controversy and Litigation, 2) Fiduciary Litigation and 3) Private Client Services|
|Law School||Columbia Law School (J.D.)|
|Education||Columbia University (B.A.)|
|Bar Member / Association||New Jersey State Bar Association, New York State Bar Association|
|Most recent firm||Katten Muchin Rosenman LLP|
Barton W.S. Bassett is the leader of Morgan Lewis's Tax Practice. Mr. Bassett's practice focuses on international tax planning for both the outbound operations of U.S. multinationals and the inbound operations of foreign multinationals.