Alan Rubenstein

alanAlan Rubenstein, Partner & Co-Founder of Horowitz & Rubenstein




Alan works with high net worth and ultra high net worth clients to preserve their wealth through a combination of effective estate and tax planning structures and tax efficiencies. Alan’s clients are high and ultra high net worth individuals seeking to preserve their wealth. Alan focuses on:

  • Effective estate and tax planning
  • Insurance Structure and planning
  • Represents individuals before the IRS in New York State
  • Works on Insurance Structuring and Planning
  • 1031 Transactions-like kind exchange
  • Represents individuals before IRS in NYS