Joint Meeting with the South Dakota State Bar
Registration and Breakfast – 8:00-8:30 a.m.
Program – 8:30 a.m. - Noon
Register online at the SD State Bar website: https://statebar.typeform.com/to/IDyQO7
This presentation will cover the following areas:
“Stranger in a Strange Land” – foreign and domestic community property issues in noncommunity property states
"Pressing the Do-Over Button" – different ways to fix mistakes after the fact
"Heads I Win, Tails You Lose" – observations on how to keep up with estate planning for high net worth individuals during times of constant change
"The Laws of Succession vs. The New Biology" – planning for and dealing with inheritance rights when frozen genetic material is used after someone dies
About the Speaker:
Joshua S. Rubenstein is national head of the firm’s Trusts and Estates practice and national chair of the Private Client Services group. He also is a member of the firm’s Board of Directors and the 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. He is a popular choice among clients for "complicated multijurisdictional trust and tax work" and is regarded as a "pragmatic technician" who "will cut to the chase" (Chambers USA).
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. Clients note that within the Trusts and Estates practice, Josh is "spectacular" and "clearly the star of the Trusts and Estates team" (U.S. News – Best Lawyers® "Best Law Firms").