Michael Rubenstein
Partner, Director of Estate and Wealth Planning
After spending close to 40 years as a leading estate planning and tax attorney recognized at the highest level by his peers, Michael joined Pennington Partners & Co. to lead its estate planning and wealth advisory group, supporting and partnering with the most sophisticated and affluent families in the United States.
Michael is a gifted attorney, a trusted confidant to many, and is extremely personable. Estate planning is all about people and relationships. Clients regularly comment that Michael is not only friendly, caring and knowledgeable, but also good at explaining complex issues in a clear and concise manner.
Michael is a sought after expert advising ultra-high net worth families, successful business owners, entrepreneurs, real estate developers, clients with blended families. His experience includes wills, trusts, family limited partnerships, estate tax and income tax reduction, family business dynamics, charitable giving strategies and asset protection planning. When Michael meets with new clients, he discusses a thorough list of family, financial, and tax-saving issues to insure that all of his clients’ objectives are addressed.
Michael resides in Houston, Texas with his wife, Cheryl and his daughter, Sydney.