High net worth individuals seek Howard Rubin’s advice for their complex wealth and estate planning needs. This includes preparing wills, revocable and irrevocable trusts, special needs trusts, family limited partnerships, limited liability companies and charitable trusts. He is known for designing smart transition plans to meet his client’s most distinct objectives.
Howard works closely with clients to understand their values and provide customized strategies that optimize asset protection while facilitating effective wealth transition to ensure their vision for future generations. He advises clients on asset protection planning, establishing charitable foundations, creating conservator and guardianships as needed, and planning for potential disability using trusts or other vehicles.
I am passionate about helping my clients navigate the complex puzzle of private wealth planning."
Experience
- Created a complex foreign trust that leverages a network of international fiduciaries. The trust provides protection against future creditors who may attempt to pierce the trust to access assets, provides both asset and currency diversification as assets within the trust are invested to diversify across asset class and currency type, and provides tax protection as death of the decedent triggers substantive potential tax protection on the accumulation and growth of assets post-death of the decedent.
- Created a dynasty trust plan that utilized a promissory note and charitable planning to zero out the potential $200 million estate tax liability associated with the transfer of ownership of a closely-held business.
Credentials
Education
- Boston University, LL.M., 1982
- California Western School of Law, J.D., 1980
- University of Minnesota, B.S.B., 1977
Bar Admissions
- Minnesota
Court Admissions
- U.S. District Court for the District of Minnesota
- U.S. Tax Court