Ori Rubin is a Member of the Wills, Estates & Trusts Practice and the Estate Litigation Group.
Ori’s practice encompasses estate planning, business succession planning, inter-generational wealth transfers, estate administration, power of attorney/guardianship administration, estate litigation, applications for guardianship for incapable adults, power of attorney litigation and account passings.
He represents high net worth families, business owners, professionals (doctors, dentists, lawyers, accountants), parents of children with special needs (including developmental delays, physical disabilities, substance abuse issues, and mental health challenges), clients in second marriages or in blended families, beneficiaries of estates and trusts, executors, attorneys for property, attorneys for personal care and guardians.
Ori is experienced in identifying practical estate-planning solutions for clients with all manner of challenges, creating a plan that will effectively address the unique needs and challenges of each client/family.
He works closely with clients to provide them with a customized and thorough estate plan that will meet the unique needs of each client, and give maximal effect to their intentions. His estate planning clients include business owners, parents of children with special needs, clients in second marriages or in blended families and high net worth families. Ori’s experience with estate planning, estate administration, and estate litigation allows him to knowledgeably advise clients about how best to plan for the effective administration of their estates, and to avoid or manage challenges which could result in costly disputes or threaten family harmony.
He also has experience with trust drafting (both testamentary and inter-vivos), including charitable trusts.
Ori has developed a special expertise in and regularly assists the families of children with a variety of special needs, from developmental delays, to substance abuse, to mental health issues, with their estate planning needs. Ori educates parents on various estate planning tools and strategies that can be used to ensure that their children are protected and provided for even once the parents are gone, and develops a customized plan that addresses the particular challenges faced by each family.
Ori also has significant experience developing comprehensive estate plans for successful business owners and high net worth families, allowing his clients to confidently manage issues of business succession planning, taxation, creditor protection, liquidity, privacy and the inter-generational transfer of wealth. His exposure to corporate/commercial work and real estate allows Ori to better advise business owners, professionals, high net worth families and families with significant real estate holdings. He works with clients and their professional advisors to produce effective solutions that meet the unique needs of each client.
Ori provides executors, trustees and powers of attorney with advice on their duties and responsibilities, and guides them through the administration of estates and trusts of every level of complexity. He also assists executors, attorneys and guardians in matters of estate accounting, and bringing applications to formally pass accounts before the courts. Ori has experience providing advice to the beneficiaries of estates and trusts who want to better understand their rights and interests.
Ori represents and advises both individuals and trust companies in a variety of estate litigation matters. Through his solution-oriented and practical approach to estate litigation, Ori helps clients resolve their disputes even in the emotionally charged environment of the death or incapacity of a family member. This includes representing families where a court-ordered guardianship is required to care for incapable loved ones, dependant support claims, challenges to the validity of a Will, power of attorney disputes, removing executors and trustees, proving lost Wills and bringing applications for executors and trustees to pass their accounts before the courts where administration has been contentious or lacks transparency.