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Wealthstream Advisors is pleased to offer a recording on the gift and estate tax exemption that will sunset in 2026, as well as other estate-related matters.
The webinar featured Dan Rubin, partner in the Trusts and Estates group of the law firm Farrell Fritz, P.C. Dan has been named one of the Top 100 Attorneys in the nation for private clients by Worth magazine, as a New York Super Lawyer® by Super Lawyers, and as one of The Best Lawyers in America® for Trusts and Estates by U.S. News-Best Lawyers.
Please fill out the form below to access the webinar:
Speaker: Dan Rubin
Daniel S. Rubin is a partner in the Trusts and Estates group of the law firm of Farrell Fritz, P.C., and is resident in the Firm’s New York City office. 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 one of the Top 100 Attorneys in the nation for private clients by Worth magazine, as a New York Super Lawyer® by Super Lawyers, 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, and a past Chair of its Asset Protection Committee, a faculty member and lecturer at the Heckerling Institute on Estate Planning, and an adjunct professor at the University of Miami School of Law.
Mr. Rubin is also the co-author of the fourth edition of the Bureau of National Affairs’ Tax Management Portfolio on Asset Protection Planning.Host: Katharine George, CFP®, AEP®
Katharine George is a Senior Financial Advisor at Wealthstream Advisors, focused on creating customized holistic financial plans and investment management strategies. Katharine is constantly looking for new learning opportunities and ideas that might better her clients’ financial lives. While she helps clients with all aspects of their financial plans including investments, retirement planning, tax planning, insurance planning, and detailed cash flow projections, Katharine has additional expertise in estate planning.
Katharine holds two designations; she is a CERTIFIED FINANCIAL PLANNER™ professional, and an Accredited Estate Planner® (AEP®).
Katharine is also a member of the Estate Planning Council of New York City.
As a Shareholder and member of the Wealthstream leadership team, Katharine contributes to initiatives driven by our core purpose: to help people live their best lives. Katharine also helps manage recruiting for Wealthstream and is involved in the firm’s investment committee.
Katharine has been featured in numerous Yahoo! Finance videos and authored an article in InvestmentNews.
