Co-chair of the Private Client Services group, Howard Rubin focuses his practice on wealth preservation, estate and business succession planning. He works closely with clients to understand their values, provide customized strategies that optimize asset protection, as well as facilitate effective wealth transition to ensure their vision for future generations.
High net worth individuals seek Howard’s advice for their complex wealth and estate planning needs. His estate planning experience includes preparing wills, revocable and irrevocable trusts, special needs trusts, family limited partnerships, limited liability companies and charitable trusts.
In collaboration with those he serves, Howard advises on the design and execution of a transition plan that realizes even the most distinct objectives. He also advises on asset protection planning, establishing charitable foundations, creating conservator and guardianships as needed, and planning for potential disability using trusts or other vehicles. Notably, he has hands-on experience with foreign trusts and frequently utilizes his network of connections in the international banking community to realize client goals.
When working with business owners on a succession plan, Howard prepares business buy-sell agreements and cross-purchase trusts, as well as other types of arrangements for owners of closely held companies.
Howard’s unique and sophisticated background in tax law allow him to recognize broader issues involved in a variety of matters. He is able to take complex issues and structures and communicate them in a way that anyone can understand. Howard is passionate about his work and ably assembles the pieces of the complex puzzle when it comes to private wealth planning. A trusted adviser, Howard frequently serves as outside general counsel to his clients.
In addition, Howard’s genuine concern for and sensitivity to the emotional elements involved in estate and wealth planning allow him to deliver not only thoughtful, comprehensive legal counsel, but also to develop long-lasting relationships. In fact, many of Howard’s clients have spanned decades, an indication of his absolute dedication and total commitment to making their ambitions a reality.
Professional and Community Involvement
Member, Hennepin County Bar Association
Member, Minnesota State Bar Association
Member, American Bar Association
Trustee, Minneapolis College of Art and Design
Co-chair, Minneapolis College of Art and Design Finance and Accounting Committee
Board chair, Minnesota Lakes Chapter of the Alzheimer’s Association