News & Press

Boca Raton’s Expert Lawyers

Charles (Chuck) Rubin has been recognized as one of Boca Raton’s Expert Lawyers of 2016, by The Boca Raton Observer. This Guide will be published with the October 2016 issue of the Boca Raton Observer.

2016 Chambers High Net Worth Guide

Charles (Chuck) Rubin was included as a ranked legal advisor in the first edition of Chambers High Net Worth Guide. The Guide is described by Chambers as follows:

Chambers and Partners has dedicated the last 25 years to researching and ranking the world’s best lawyers. We produce expert guides for the USA, UK, Europe, Latin America, Asia-Pacific, Canada and Global market and are now launching the Chambers High Net Worth guide – our first publication specifically aimed at the international private wealth market. Chambers’ global reputation provides unique access to this notably difficult to reach audience. The guide will be used by family offices and professional advisers to wealthy individuals, providing objective guidance on an international scale, making Chambers High Net Worth a key reference point for such a mobile market.

Super Lawyers Magazine Recognition

The firm is pleased to announce the recognition of the following attorneys in the following areas of practice as “Super Lawyers” in the 2016 edition of Florida Super Lawyers magazine:

Estate & Trust Litigation: Peter J. Forman & Larry M. Miller
Estate & Trust Litigation (Rising Stars): Sean M. Leibowitz and Jenna G. Rubin
Estate Planning & Probate: Charles (Chuck) Rubin

For an online copy of this year’s magazine, visit here.

South Palm Beach County Bar

Sean M. Lebowitz was installed as President of the South Palm Beach County Bar Association Young Lawyers Section. He was previously serving as Vice President.

RPPTL’s Probate Law 2015 Seminar

On December 4, 2015, Jenna G. Rubin, along with Jennifer Robinson, Esq. and Matthew Triggs, Esq., presented a panel discussion on Ethical Dilemmas Faced by Fiduciaries and Probate Practitioners at the Real Property, Probate and Trust Law Section of the Florida Bar’s Probate Law 2015 Seminar.

Panelist – RPPTL Section

Sean M. Lebowitz was a panelist at an Eat-and-Educate Event sponsored by the RPPTL Section of the Florida Bar held at St. Thomas University School of Law on October 22, 2015.

Florida Bar Tax Section Presentation by Charles (Chuck) Rubin

Charles (Chuck) Rubin gave a presentation on October 10, 2015 at the Florida Bar Tax Section CLE How to Be an Estate Planning Wizard. The subject was the tax and other aspects of prenuptial and postnuptial agreements. The presentation covered both federal and Florida issues. For those with an interest in the subject, you can watch slides (with audio) here.

FICPA 30th Annual Accounting Show

On September 16, 2015, Charles (Chuck) Rubin presented on the topic Catching Up on Tax & Estate Planning Developments at the FICA 30th Annual Accounting Show.

Article Published in Estate Planning

Charles (Chuck) Rubin had an article published in the September 2015 edition of Estate Planning (Vol. 42, Number 9), a Thompson Reuters publication, entitled “Roundup of Recent Estate Planning Developments.”

2015 Legislative and Case Law Update

On July 31, 2015, Jenna G. Rubin spoke at the 35th Annual Real Property, Probate & Trust Law Section of the Florida Bar’s Legislative Update and Case Law Seminar.  Her presentation focused on legislative updates to Florida’s statutes dealing with the assessment of attorneys’ fees and costs against a share of an estate or trust and the electronic noticing of trust accounts.

ACTEC Florida Fellows Institute

Jenna G. Rubin has been selected to participate in the inaugural Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC).  More information on the Florida Fellows Institute can be found here.

Welcome to our New Associate

The Firm is happy to welcome Lauren Klein as our newest associate attorney. Lauren received a Masters of Laws in Taxation from the University of Florida in 2013 and has been practicing since. She will practice principally in the areas of tax, estate planning and probate and trust administration, and tax controversies. More information regarding Lauren can be obtained from our website (once she is added to it).

Super Lawyers 2015

The firm is proud to announce the inclusion of the following attorneys in the 2015 edition of Super Lawyers:

Lawrence J. Miller (Estate and Trust Litigation)
Peter J. Forman (Estate Planning & Probate)
Charles D. Rubin (Estate Planning & Probate)
Richard A. Josepher (Tax)
Sean M. Lebowitz (Estate and Trust Litigation Rising Star).

Click here or the Read More link below about the Super Lawyers list and selection process.

Read More

Estate & Probate Law CLE Committee

Peter Forman has been named as a co-chair of the Estate & Probate Law CLE Committee of the Palm Beach County Bar Association.

South Florida Up & Comer Award

Jenna Rubin was the winner of South Fla. Business & Wealth/Northwestern Mutual’s 2015 Up & Comer Award.15 Jenna Up & Comer Award

New Website!

If you are reading this, then you are on our new website. We hope you find it helpful, informative, and interesting! If you catch any typos or problems with the site that slipped by us, please send an email to crubin@floridatax.com with the problem. And thanks for visiting our site!

South Palm Beach County Bar Association

Sean M. Lebowitz was installed as Vice President of the South Palm Beach County Bar Association Young Lawyers Section. He was previously serving as Treasurer of the organization.

2015 Florida Rising Star

Sean M. Lebowitz was selected as a 2015 Florida Rising Star by Florida Super Lawyers Magazine.

Silver Hair and Fighting Heirs: Contested Guardianships

Peter J. Forman participated in an American Bar Association panel presentation on May 19, 2015 regarding national trends and new developments in contested guardianships and other pre-death events that impact the assets and care of the incapacitated, as well as their estates at death.

Up & Comer Awards

Jenna Rubin has been selected as a finalist for the 2015 Up & Comer Awards, presented by Northwestern Mutual and South Florida Business & Wealth Magazine.

South Florida Legal Guide Profile

The firm was recently profiled in the 2015 South Florida Legal Guide as a Prominent Law Firm. Read the whole article here (http://sflegalguide.com/GUTTERCHAVEZ.html). No, this was not paid advertising!

Read More

Article Published

Jenna Rubin published an article entitled What Attorneys Should Know When Dealing with Client Capacity Issues in Actionline, a quarterly publication of the Real Property, Probate & Trust Law Section of the Florida Bar.

Tax Lawyer of the Year

Charles (Chuck) Rubin was selected 2015 Tax Lawyer of the Year in Tax Law for the Miami metropolitan region by Best Lawyers. More information on the selection process is available here.

U.S. News & World Report

The firm is proud to announce its inclusion in the 2015 U.S. News & World Report list of Best Law Firms, in several national and metropolitan regional rankings.

It received two national rankings, in the areas of Tax Law and Litigation Tax.

It received four South Florida metropolitan area rankings, in the areas of Litigation – Tax, Litigation – Trusts & Estates, Tax Law, and Trusts & Estates Law.

A boutique law firm with a practice limited to

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