Henry Rubin received a Bachelor of Arts from the State University of New York at Binghamton, where he graduated summa cum laude, and is a member of Phi BetaKappa. He received a JD from the New York University School of Law and was admitted to the Bars of New Jersey and New York, where he developed an expertise inestate planning at the law firm of Thacher Proffitt & Wood.\nHe is principal of H. Rubin Esq. & Company, a wealth advisory firm. Henry is an estate planning attorney and wealth advisor for individuals, hedge funds, and not-for-profit organizations. Henry is also an adjunct professor of estate and financial planning at several New York Universities and Colleges.\nHenry teaches individuals, families, boards and other groups how to advance their financial, family and philanthropic goals by utilizing trust, insurance and portfolio planning, together with zero estate tax and intergenerational wealth planning. Henry is a widely known and sought after speaker.\nSome of his recent presentations include:\n\nPhilanthropic Wealth Planning Strategies for High Net Worth Families at The Mar-a-Lago Club, Palm Beach, FL:A discussion of advanced wealth planning strategies for individuals wishing to create lasting capital for their families, their charities, and their community\nWealth Planning Secrets of the 1% sponsored by the New York City Chamber of Commerce\nEstate Planning for Physicians and Health Care Professionals sponsored by the National Committee on Planned Giving, at Gaylord Palms Resort, Kissimmee, FL:Topics: Asset Protection and Wealth Preservation Planning, Leveraging the Tax Code to Create More Capital for Children and Charity, Intergenerational Pension and Wealth Transfer Planning\nHow To Protect Your Health and Your Wealth sponsored by National Committee on Wealth Planning, Dallas, TX\nHow to Fight Elder Abuse . . . Protecting Your Estate from Financial Predators sponsored by The Benjamin N. Cardozo School of Law, New York, NY:Topics: Living Trusts, Power of Attorney, Health Care Proxies, Guardianship Proceedings, and Living Wills\n\nHenry feels strongly about giving back to the community and has helped raise millions of dollars for philanthropies of all kinds. Henry has advised trustees, supporters and alumni in estate and wealth planning at the Albert Einstein School of Medicine, the Cardozo School of Law of Yeshiva University, the New York City Ballet, and Abilis, an organization serving individuals with disabilities in Westchester County, NY and Greenwich, CT.
Like what you see? Make sure you're getting it all
Get news and analysis for wirehouse and regional broker-dealer advisors