Alan Rubenstein
Of Counsel
Biography
Alan Rubenstein works with high net worth and ultra high net worth clients to preserve their wealth through a combination of effective estate and tax planning structures and tax efficiencies.
Alan’s clients are high and ultra high net worth individuals seeking to preserve their wealth. Alan focuses on: Effective estate and tax planning; Insurance structure and planning; Represents individuals before the IRS in New York State; Works on insurance structuring and planning; 1031 Transactions-like kind exchange; Represents individuals before IRS in NYS.
Areas of Practice
Education
- LL.M., Tax Law / Taxation, New York University School of Law
- J.D., Cardozo School of Law
- B.A., cum laude, European History
Admissions
- New Jersey State Bar
- New York State Bar
Professional Leadership
- New York State Bar Association