Daniel Rubin

Daniel S. Rubin is a partner in the Trusts and Estates practice group at Farrell Fritz, P.C., a law firm based in New York.12 He is a highly experienced trusts and estates lawyer who specializes in domestic and international estate planning, asset protection planning, and estate administration for private clients.1

Areas of Expertise

Rubin's practice focuses on several key areas:

• Estate Planning: He creates sophisticated estate plans for private clients to establish legacies for future generations.1
• Tax Planning: Rubin provides strategic tax advice to founders and successful entrepreneurs, particularly in managing the tax impact of high-income business ventures.1
• Qualified Small Business Stock (QSBS): He advises entrepreneurs on applying the QSBS exclusion to save on federal and state capital gains tax.1
• International Planning: Rubin designs strategic approaches for international clients to manage the potential tax impact of U.S. law.1
• Business Succession: He advises owners of successful closely held businesses on tax strategies for selling their businesses and transferring assets.1

Professional Background

Daniel Rubin joined Farrell Fritz as a partner in February 2022, working primarily in their New York City office.23 He is recognized as an innovative and solution-oriented lawyer who applies his deep knowledge and years of experience to achieve his clients' goals.1

Affiliations and Recognition

Rubin holds several prestigious affiliations:

• Fellow of The American College of Trust and Estate Counsel (ACTEC)1
• Former Chair of the Asset Protection Committee of ACTEC1
• Past President of the Estate Planning Council of New York City, Inc.1
• Past Chair of the International Estate Planning Committee, Trusts & Estates Law Section of the New York State Bar Association1

He is also a distinguished presenter on tax and estate planning topics and is regularly invited to speak at professional events.1

Education and Community Work

Rubin holds a J.D. and an LL.M. in Taxation.4 Outside of his legal practice, he serves as a volunteer paramedic with the Oceanside Fire Department in Oceanside, New York.1