Asset Protection
Trusts and Estates
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drubin@mosessinger.com
T: (212) 554-7899
F: (917) 206-4399 Daniel S. Rubin, a partner in Moses & Singer’s Trusts and Estates and Asset Protection practices, has been providing legal services to the firm’s clients for more than a decade. Daniel’s practice concentrates on domestic and international estate and asset protection planning for high-net-worth individuals and their families. Additionally, he counsels clients on estate administrations and tax controversies, among many other matters.
Daniel was recently honored by Worth magazine as one of its "Top 100 Attorneys" in the nation for private clients, and was recognized in the ranks of Law & Politics' New York Super Lawyers for his successful work with clients. He was also chosen by his peers to be included in the 2010 edition of The Best Lawyers in America® in the area of Trusts and Estates.
Daniel frequently lectures to professional groups, and has written numerous articles on estate and asset protection planning matters for various scholarly publications. In addition to his work at Moses & Singer, Daniel serves as the vice-chair of the International Estate Planning Committee of the Trusts and Estates Law Section of the New York State Bar Association.
- New York University School of Law, LL.M., Taxation
- Brooklyn Law School, cum laude, J.D.
- George Washington University, B.A.
ARTICLES
- "Wealth Preservation Advisor: An Estate Planning Update," Moses & Singer Newsletter, April 2010.
- "Issues and Opportunities Caused by the Repeal of the Estate Tax," Journal of Financial Planning, February 2010.
- "In the Twilight of the EGTRRA," Journal of Accountancy, January 2010.
- "Federal Estate Tax Repealed," Moses & Singer Client Alert, January 2010.
- "Year in Review: 10 Steps to Financial Recovery," quote, Worth Magazine, December 2009.
- "Wealth Preservation Advisor, An Estate Planning Update," Moses & Singer Newsletter, June 2009.
- "Irrevocable Trusts Under Attack: The Domestic Relations Angle," ALI-ABA Estate Planning Course Materials Journal, April 2009.
- "When You're Counseling Clients, Don't Forget About Asset Protection Strategies," AICPA Planner, December 2008.
- "Wealth Preservation Advisor: An Estate Planning Update," Moses & Singer Newsletter, December 2008.
- "All Your Financial Worries Solved: Will My Kids Blow Their Inheritance? Here's our 16-step guide to slaying your financial demons," BestLife, October 2008.
- "Wealth Preservation Advisor: An Estate Planning Update," Moses & Singer Newsletter, April 2008.
- "Ninth Circuit Treads On an Established Right," Trusts & Estates, November 2006.
- "Asset Protection: Consider the Implications," Trusts & Estates, November 2005.
- "Recent Developments Concerning 'Family' Limited Partnerships," Wealth Preservation Advisor, March 2004.
- "Asset-Protection Planning: Ethical? Legal? Obligatory?," Trusts & Estates, September 2003.
- "Lifetime Transfers to Nonresident Alien or Noncitizen Spouses: A Practical Solution to an Income and Gift Tax Problem," Estate Planning, April 2003.
- "Asset Protection Audit Checklist," Estate Tax Planning Advisor, March 2003.
- "Protecting Your Assets From Malpractice Claims," Cataract & Refractive Surgery Today, November 2002.
- "Estate Tax Savings with Self-Settled Trusts," Personal Financial Planning Monthly, August 2002.
- "When Your Child's Marriage Goes Bad, So Might Your Child's Trust: Spousal and Child Support Exceptions to Spendthrift Trust Protections," Asset Protection Journal, June 2002.
- "Self-Settled Asset Protection Trusts," Estate Tax Planning Advisor, June 2002.
- "Planning With Spendthrift Trusts," Estate Tax Planning Advisor, May 2002.
- "Much Ado About Nothing," Estate Planning, December 1999.
- "Offshore Trusts-Onshore Litigation," Probate & Property, December 1999.
- "Self-Settled Spendthrift Trusts: Should a Few Bad Apples Spoil the Bunch?," Journal of Bankruptcy Law & Practice, December 1999.
- "Has Offshore Trust Litigation Spoiled the Fun? Recent Decisions Regarding Offshore Trusts," Offshore Finance - USA, July 1999.
- "Creditor Protection for Life Insurance and Annuities," The Journal of Asset Protection, May 1999.
PROFESSIONAL AFFILIATIONS
- Fellow, The American College of Trust and Estate Counsel (ACTEC)
- Member, Estate Planning Council of New York City, Inc. (Board of Directors)
- Member, New York State Bar Association, Trusts & Estates Law Section (Vice-Chair - International Estate Planning Committee)
- Society of Trusts & Estates Practitioners (STEP)
BAR/COURT ADMISSIONS
- U.S. District Court, Southern District of New York, 1996
- New York, 1995
- U.S. District Court, District of New Jersey, 1994
PRESENTATIONS
- Moses & Singer LLP Webinar, New Developments in Foreign Trusts and Foreign Account Reporting, 2010
- Estate Planning Council of New York City, Inc., Review of Materials from the 44th Annual Heckerling Institute on Estate Planning, 2010
- French-American Chamber of Commerce and HSBC Bank USA, Personal Wealth Management Update for the International Professional, 2009
- New York State Society of CPAs (NYSSCPA) Estate Planning Committee, 2009
- Family Office Association: FOA Monthly Breakfast Presentation, Wealth Under Attack: How Asset Protection Strategies Can Safeguard Your Assets, 2009
- Ninth Annual New York State Society of CPA's Westchester Tax, Estate and Financial Planning Conference for Accountants and Financial Planners, Irrevocable Trusts Under Attack: The Domestic Relations Angle, 2009
- American Law Institute - American Bar Association (ALI-ABA), Live Webcast, Irrevocable Trusts Under Attack: The Domestic Relations Angle, 2009
- ALI-ABA, 23rd Annual Advanced ALI-ABA Course of Study, Sophisticated Estate Planning Techniques, 2008
- CIR/SEIU Seminar, 2008
- Moses & Singer LLP Breakfast Program, Foreign Buyers of U.S. Real Estate: What You Need to Know Before Buying U.S. Real Estate, 2008
- American Institute of Certified Public Accountants, Asset Protection Strategies, 2008
- South Carolina Bar, Continuing Legal Education, Wealth Preservation Planning, Part 1, 2008
- Berdon LLP, Asset Protection Seminar, 2007
- Foundation For Accounting Education, 2006
- Lorman Education Services, The 8 Greatest Estate Planning Techniques, 2006
- Practising Law Institute, 2005, 2007, 2008
- WebCredenza Web Seminar, 2005
- Rochdale Offshore Investment Management, 2005
- Westchester County Accountants Association, 2005
- Mercer County Estate Planning Council, 2005
- New York State Bar Association-Trusts and Estates Law Section, 2005
- The Financial Planning Association of New Jersey, 2005
- National Business Institute, 2005
- VT Bar Association, 2004
- Thrice Yearly Meeting of the Medical Staff of Huntington Hospital, 2004
- National Business Institute, 2004
- Suffolk Academy of Law, Continuing Legal Education Faculty, 2003-2004
- Rockland County Estate Planning Council, 2002
- American Academy of Implant Dentistry, 2001
- Lorman Education Services, Asset Protection Planning in New York, 2000, 2005
- DFK International/USA, Inc., 2000
PUBLICATIONS
- The PPLI Solution. Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance, Contributing Author, Bloomberg Press, January 2005.
- The Biggest Legal Mistakes Physicians Make and How to Avoid Them, Contributing Author, Seak, Inc., January 2005.
- Asset Protection Strategies, Contributing Author, American Bar Association, January 2005.
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