Daniel Rubin

Daniel Rubin, an experienced estate planning attorney from New York City, shares insights on self-settled/asset protection trusts. He explains how these trusts can shield assets from creditors while addressing their estate tax implications. Rubin contrasts trusts for creditor protection with those for gift tax benefits. He highlights how to avoid trust asset inclusion in the settlor's estate, offering practical tips for administration. The conversation also explores client scenarios benefiting from these trusts, particularly for unmarried individuals and those with unique circumstances.