Rubeena serves as a trusted advisor to individuals, families and business owners on sophisticated tax and estate planning matters. Her practice focuses on estate and trust administration, wealth transfer strategies, nonprofit organizations, guardianships and fiduciary litigation.
Rubeena has significant experience designing and implementing advanced estate planning techniques, including grantor retained annuity trusts, spousal lifetime access trusts, qualified personal residence trusts, qualified domestic trusts and supplemental needs trusts. She works closely with clients to develop tax-efficient strategies that preserve and transfer wealth in alignment with their long-term objectives.
In the context of disputes, Rubeena represents clients in estate and trust litigation and advises on non-judicial settlement agreements, trust modifications and termination matters.
She also counsels fiduciaries through all phases of estate and trust administration, including probate proceedings, tax reporting and distributions. Her experience includes the preparation of gift and estate tax returns, fiduciary accountings and related documentation, as well as representing clients in IRS audits and resolving complex tax issues.
Rubeena advises private and public charities, foundations and nonprofit organizations on formation, tax-exempt status and ongoing regulatory compliance.
Rubeena is a frequent speaker on developments in estate planning and fiduciary administration and is known for delivering practical, solutions-oriented counsel.
Representative Experience
- Obtained favorable income tax letter ruling from New York State for New Jersey clients stating that the ownership of a private residential club would not be considered a “permanent place of abode” under New York residency statutes
- Secured favorable IRS tax exemption determination letter for the Doris Wilderness Foundation, a 7,200-acre preserve in central Belize that protects rare neotropical forest and flora
Education
- New York Law School, J.D.
- Rutgers University, B.S., Accounting
Bar Admissions
- New Jersey
- New York
Court Admissions
- New Jersey Supreme Court
- New York State Supreme Court, Appellate Division, First Judicial Department
- U.S. Tax Court
Powerful partnerships. Standout solutions.
- Princeton
- Phone: 609.243.6437
- Fax: 610.371.8594
- Wealth Planning, Trusts and Estates
Rubeena serves as a trusted advisor to individuals, families and business owners on sophisticated tax and estate planning matters. Her practice focuses on estate and trust administration, wealth transfer strategies, nonprofit organizations, guardianships and fiduciary litigation.
Rubeena has significant experience designing and implementing advanced estate planning techniques, including grantor retained annuity trusts, spousal lifetime access trusts, qualified personal residence trusts, qualified domestic trusts and supplemental needs trusts. She works closely with clients to develop tax-efficient strategies that preserve and transfer wealth in alignment with their long-term objectives.
In the context of disputes, Rubeena represents clients in estate and trust litigation and advises on non-judicial settlement agreements, trust modifications and termination matters.
She also counsels fiduciaries through all phases of estate and trust administration, including probate proceedings, tax reporting and distributions. Her experience includes the preparation of gift and estate tax returns, fiduciary accountings and related documentation, as well as representing clients in IRS audits and resolving complex tax issues.
Rubeena advises private and public charities, foundations and nonprofit organizations on formation, tax-exempt status and ongoing regulatory compliance.
Rubeena is a frequent speaker on developments in estate planning and fiduciary administration and is known for delivering practical, solutions-oriented counsel.
Representative Experience
- Obtained favorable income tax letter ruling from New York State for New Jersey clients stating that the ownership of a private residential club would not be considered a “permanent place of abode” under New York residency statutes
- Secured favorable IRS tax exemption determination letter for the Doris Wilderness Foundation, a 7,200-acre preserve in central Belize that protects rare neotropical forest and flora
Education
- New York Law School, J.D.
- Rutgers University, B.S., Accounting
Bar Admissions
- New Jersey
- New York
Court Admissions
- New Jersey Supreme Court
- New York State Supreme Court, Appellate Division, First Judicial Department
- U.S. Tax Court