Charles (Chuck) Rubin

Education

  • University of Chicago (1976-77)
  • Northwestern University (Bachelor of Arts - 1980)
  • University of Florida (Juris Doctor - with Honors - 1983)
  • University of Florida (Master of Laws in Taxation - 1984)

Admitted

  • State of Florida
  • United States Tax Court

General Areas of Practice

  • Tax (U.S. & International)
  • Estate Planning (U.S. & International), Probate, and Prejudgment Asset Protection
  • Corporate & General Business Law
  • Charitable Planning & Exempt Organizations

Professional Achievements

  • Florida Bar Board Certified in Taxation
  • Fellow, American College of Trust and Estates Counsel (ACTEC)
  • Named 2015 & 2017 "Lawyer of the Year" by Best Lawyers in Taxation (Miami metropolitan area)
  • 'AV' legal ability and general recommendation ratings by Martindale-Hubbell (highest possible rating)
  • Included in Best Lawyers in America Guide under Taxation
  • FinanceMonthly Global Awards - USA Estate Planning Lawyer of the Year
  • Included in Super Lawyers Guide under Estate Planning & Probate
  • South Florida Legal Guide - Ranked in the List of Top Lawyers in South Florida (Business, Tax, & Estate Planning)
  • Included in Florida Trend Magazine's Legal Elite listing
  • Former Adjunct Professor, University of Miami School of Law Graduate Tax Program and Graduate Estate Planning Program
  • Subject of Biographical Record in Who's Who in American Law and Chambers USA
  • Former Vice-Chairman, Florida Bar Foreign Tax Committee
  • Included in Chambers HNW Guide (The World's Leading High Net Worth Advisors)
  • Included in Boca Raton's Expert Attorneys Guide (Published by the Boca Raton Observer)

Professional Organizations

  • The Florida Bar, Tax Section
  • The Florida Bar, International Tax Committee
  • The Florida Bar, Real Property, Probate & Trust Law Section
  • The Florida Bar, RPPTL Probate & Trust Litigation Committee
  • The Florida Bar, RPPTL Trust & Estate Tax Committee
  • The Florida Bar, RPPTL Trust Law Committee
  • The Florida Bar, RPPTL Lost Wills Subcommittee (Chairman)
  • Boca Raton Tax Institute
  • Greater Boca Raton Estate Planning Council
  • Boca Raton International Tax Group
  • FAU, United Way, & PBC Community Foundation Wealth Estate Planning Seminar Steering Committee (Founding Member & 2016 Chairman))
  • UF Advisors Network (Founding Member)
  • Professional Advisors Council, Broward Community Foundation

Books & Publications (Not Exhaustive)

  • Rubin on Tax, a tax blog on developments relating to Federal and Florida tax, estate planning, probate, and business law (www.rubinontax.blogspot.com), 2005 - current
  • The FIRPTA Manual, A Guide to the Foreign Invest ment and Real Property Tax Act, Maxwell MacMillan (1991)
  • Florida Sales and Use Taxes on Boats - Compliance and Planning Manual, Florida Tax Publications (1995)
  • Bureau of National Affairs Income Tax Portfolio No. 912 on Foreign Investment in U.S. Real Property Co-author, Bureau of National Affairs Income Tax Portfolio No. 89 on Private Foundation Self-Dealing Rules Co-Author, Estate Freezing, in Estate and Personal Financial Planning," Callaghan & Company, 1988
  • CFC-FPHC Coordination - A Better Way, 36 University of Florida Law Review, No. 5, p. 1103, 1984
  • Backup Withholding on Payments of Interest by Banks and Savings and Loan Association to Nonresident Alien Individuals, 2 Journal of Bank Taxation, 1989
  • Structuring Foreign Investments in U.S. Real Property, Tax Ideas (1991) by Macmillan, Inc.
  • Proposed QDOT Regulations Provide No Relief On 2040 (b) Joint Property Circularity Problem, 18 Tax Management Estates, Gifts and Trusts Journal 127, July, 1993
  • The Lack of Marketability Discount in the 100 Percent Ownership Situation, Tax Notes, November, 1993
  • New Audit Guidelines in the IRS Manual Target FIRPTA Transactions, Journal of Taxation, March 1994
  • IRS To Ease Loss Carryover Restrictions, Practical U.S./Domestic Tax Strategies, Vol. 8, Number 11, November 2008
  • Tax Results of Settling Trust Litigation Involving QTIP Trusts, Estate Planning Journal (WG&L), January 2009
  • Expansion of Conduit Rules: Proposed Regulations Target Use of Disregarded Entities in Financing Arrangements, Practical U.S./International Tax Strategies, Vol 12, Number 20, January 2009
  • IRS Expatration Guidance is Helpful, but Also Overreaches, Tax Management International Journal, Vol. 39, No. 1, January 8, 2010 & The Florida Bar Tax Section Bulletin, Vo. XXVI, No. 7
  • IRS Provides More Guidance on Unreported Offshore Income, Practical U.S./International Tax Strategies, Vol 13, Number 7, April 15, 2009
  • Speaker, University of Miami Heckerling Institute on Estate Planning, January 2010
  • Regulations Shift Burden of Uncertain and Contested 2053 Claims and Expenses to Taxpayers, Journal of Taxation (WG&L), March 2010
  • Speaker, 29th Annual International Tax Conference, January 2011
  • FBAR Reporting Rules for Trusts, Estate Planning (WG&L), July 2011
  • Roundup of Recent Estate Planning Developments, Estate Planning, September 2015 (Vol. 42, Number 9)
  • Recent Tax Tidbits from the IRS and Congress, Estate Planning, March 2016 (Vol. 43, Number 3)
  • Regular Author/Contributor, Leimberg Information Services newsletters
  • Author of other articles on various tax subjects

Meet Our Team

Over 200 Years Combined Legal Experience!

A boutique law firm with a practice limited to

tax, estate planning, probate, trust & guardianship law and litigation, and related commercial matters