Every matter is handled with meticulous attention to detail and an understanding that the stakes are both financial and personal. Our attorneys draft core planning documents including wills, revocable trusts, health care proxies and durable powers of attorney. For more complex needs, we structure dynasty trusts, grantor retained annuity trusts (GRATs), and irrevocable trusts such as intentionally defective grantor trusts (IDGTs) and spousal lifetime access tusts (SLATs), as well as charitable lead and remainder trusts and private foundations. Special needs planning, FATCA compliance, and cross-border asset issues are addressed with the same thoughtful precision.

Rubin Rudman’s strength lies not only in technical excellence, but in collaboration. Clients benefit from seamless coordination with colleagues in our firm’s Corporate, Tax, Real Estate, and Employment practices. This integrated approach is especially valuable in matters involving the sale of businesses, the launch of new ventures, the restructuring of real estate holdings, or changes in family circumstances such as divorce or retirement.
Rubin Rudman also has a strong fiduciary litigation practice. We routinely counsel and represent executors, trustees, and beneficiaries in the probate process, as well as in disputes involving undue influence, breach of fiduciary duty, and contested wills and trusts. The goal is always the same: to resolve matters efficiently, preserve relationships where possible, and protect our clients’ interests.

What truly sets Rubin Rudman apart is our people. The attorneys in this practice bring a rare combination of legal acumen and human understanding. We serve as stewards of family legacies and business transitions, advisors in times of growth and uncertainty, and advocates when conflicts arise. While the only constant is change, Rubin Rudman’s Trusts & Estates group offers something enduring: peace of mind, built on trust.