Daniel S. Rubin J.D., LL.M. (Taxation)
Partner, Farrell Fritz, P.C.
Daniel S. Rubin is a partner in the Trusts and Estates practice group of the New York law firm of Farrell Fritz, P.C. He has a B.A. in International Relations from the Elliot School of the George Washington University, a J.D. from Brooklyn Law School and an LL.M. in Taxation from the New York University School of Law. Mr. Rubin has been named by Worth magazine as one of the "Top 100 Attorneys" in the nation for private clients, by Law & Politics as a "New York Super Lawyer"® and as one of The Best Lawyers in America® for Trusts and Estates by U.S. News-Best Lawyers. Mr. Rubin is a fellow of the American College of Trust and Estate Counsel where he is the immediate past Chair of the Asset Protection Committee, a faculty member and frequent lecturer at the Heckerling Institute on Estate Planning, and an adjunct professor at the University of Miami School of Law where he teaches Asset Protection Planning. Mr. Rubin is also a co-author of the fourth edition of the Bureau of National Affairs' Tax Management Portfolio on Asset Protection Planning. In addition to the foregoing, Mr. Rubin is certified as a Paramedic by the State of New York State, and is a volunteer with the Oceanside Fire Department, in Oceanside, Long Island, New York.
Appearances
Identification13DateJanuary 19, 2015It is an honor to be asked by your clients to be a trustee of their trusts. For want of a better term, the request conveys a level of, let us say, trust, in your integrity and in your ability as a financial and family advisor…Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.$49Standard Price
Identification12DateJanuary 10, 2011BSpeaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.- Identification29DateJanuary 11, 2011B
Speakers
Partner, Keebler and Associates, LLPDaniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewFounder and President, L. K. Benson & Company 
Identification29DateJanuary 17, 2012Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.
Identification40DateJanuary 17, 2012Speakers
Partner, Keebler and Associates, LLPDaniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewFounder and President, L. K. Benson & Company
Identification47DateJanuary 18, 2012Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.
IdentificationLB029DateJanuary 17, 2012All signs indicate that litigation is in a continuing upward spiral across the U.S. And, although some claims are meritorious, far too many are not. Timely “asset protection planning” can help clients weather this storm of litigation with their finances intact…Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.- IdentificationLB23DateJanuary 22, 2013Back by popular demand, this panel brings together thought leaders in key areas of financial planning, who are some of the most highly rated speakers at the conference. They will share their best current financial planning ideas and strategies that you should consider implementing with clients now…
Speakers
Partner, Keebler and Associates, LLPDaniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewFounder and President, L. K. Benson & Company 
Identification40DateJanuary 20, 2015Join us for a panel discussion on the best planning ideas for 2015. New ideas will be proposed and discussed by our top-rated speakers who are leaders in their respective fields…Speakers
Partner, Keebler and Associates, LLPDaniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewTheodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupFounder and President, L. K. Benson & Company$49Standard Price
Identification40DateJanuary 20, 2015Join us for a panel discussion on the best planning ideas for 2015. New ideas will be proposed and discussed by our top-rated speakers who are leaders in their respective fields…Speakers
Partner, Keebler and Associates, LLPDaniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewTheodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupFounder and President, L. K. Benson & Company
Identification13DateJanuary 19, 2015It is an honor to be asked by your clients to be a trustee of their trusts. For want of a better term, the request conveys a level of, let us say, trust, in your integrity and in your ability as a financial and family advisor…Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.
Identification5DateMay 18, 2015Trusts are ubiquitous in estate, gift and generation-skipping transfer taxSpeaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.$49Standard Price
Identification5DateMay 18, 2015Trusts are ubiquitous in estate, gift and generation-skipping transfer tax planning, extremely common in asset protection planning, and not at all uncommon in income tax planning, but do you really know everything necessary to advise clients? If not, then “trust” this session will teach you what yo…Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.
Identification4DateNovember 18, 2013All signs indicate that the prevalence of litigation is in a continuing upward spiral across the United States. Although some claims are meritorious, far too many are not. In such an atmosphere, anyone with even a modicum of wealth is subject to an unacceptable level of risk…Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.
Identification4DateNovember 18, 2013All signs indicate that the prevalence of litigation is in a continuing upward spiral across the United States. Although some claims are meritorious, far too many are not. In such an atmosphere, anyone with even a modicum of wealth is subject to an unacceptable level of risk…Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.
IdentificationLB029DateJanuary 17, 2012All signs indicate that litigation is in a continuing upward spiral across the U.S. And, although some claims are meritorious, far too many are not. Timely “asset protection planning” can help clients weather this storm of litigation with their finances intact…Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.- Identification23DateJanuary 19, 2016No one weds to later divorce, but most will recognize at least a possibility that the person standing next to them at the altar is a “future former spouse,” and clients with wealth will want to do what they can to protect against the financial consequences of that possible outcome…
Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C. - Identification23DateJanuary 19, 2016No one weds to later divorce, but most will recognize at least a possibility that the person standing next to them at the altar is a “future former spouse,” and clients with wealth will want to do what they can to protect against the financial consequences of that possible outcome…
Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C. 
Identification12DateJanuary 10, 2011Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.
Identification29DateJanuary 11, 2011Speakers
Partner, Keebler and Associates, LLPDaniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewFounder and President, L. K. Benson & Company
IdentificationLB23DateJanuary 22, 2013Back by popular demand, this panel brings together thought leaders in key areas of financial planning, who are some of the most highly rated speakers at the conference. They will share their best current financial planning ideas and strategies that you should consider implementing with clients now…Speakers
Partner, Keebler and Associates, LLPDaniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewFounder and President, L. K. Benson & Company
Identification23DateJanuary 19, 2016No one weds to later divorce, but most will recognize at least a possibility that the person standing next to them at the altar is a “future former spouse,” and clients with wealth will want to do what they can to protect against the financial consequences of that possible outcome…Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.$49Standard Price
Identification23DateJanuary 19, 2016No one weds to later divorce, but most will recognize at least a possibility that the person standing next to them at the altar is a “future former spouse,” and clients with wealth will want to do what they can to protect against the financial consequences of that possible outcome…Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.
Identification7DateJanuary 21, 2013The law is in a constant state of flux and this includes, of course, the law as it relates to Asset Protection Planning. This session will speak to the most important recent developments from across the county (and around the world), in the area of Asset Protection Planning…Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.
Identification23DateJanuary 22, 2013Back by popular demand, this panel brings together thought leaders in key areas of financial planning, who are some of the most highly rated speakers at the conference. They will share their best current financial planning ideas and strategies that you should consider implementing with clients now…Speakers
Partner, Keebler and Associates, LLPDaniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewFounder and President, L. K. Benson & Company
IdentificationPFP1711DateJune 12, 2017Many asset protection planning techniques exist for use by those who are concerned about the possibility of potential future creditors…Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.$49Standard Price
IdentificationPFP1908DateJune 10, 2019With a federal basic exclusion amount of $11,400,000 per person, and further inflation adjustments coming every January 1, the uninformed might wonder whether trusts are still relevant in planning…Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.$49Standard Price
IdentificationTAX1905DateJune 11, 2019Once one has succeeded in accumulating wealth, one's attention must turn to ensuring that such wealth is preserved for the benefit of oneself and one's family. In our highly litigious society, every business person, professional and high net worth individual is at risk…Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.$49Standard Price
IdentificationPFP2219DateJune 7, 2022A panel of financial planning experts will share their best ideas for optimizing income and wealth in 2022 and beyond…Speakers
Financial coach, Financial Bliss with Kelley LongJulie A. Welch, CPA, PFS, CFP, AEP (Distinguished)Shareholder and Director, Meara Welch Browne, P.C.Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory Group$49Standard Price
IdentificationENG2415DateJune 4, 2024Many advisors believe that the current razor thin margins in Congress, paired with the recent acrimony between the political parties, will lead to an expiration of many important taxpayer friendly provisions of the Tax Cuts and Jobs Act on December 31 of next year…Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.$49Standard Price
IdentificationENG2420DateJune 4, 2024It’s no secret that the United States is a litigious society and there’s no indication that the trend line with respect to lawsuits will go anywhere from here but up. And, although some claims have merit, far too many do not…Speaker
Daniel S. Rubin, J.D., LL.M. (Taxation)Partner, Farrell Fritz, P.C.$49Standard Price
