Jay H. Rubinstein

Partner

  • Education: Syracuse University, Accounting, B.S. • University of Hartford, Taxation, M.S. • Northeastern University School of Law, J.D.
  • Admitted: Commonwealth of MA , 1989 • State of NY, 1990 • State of CT, 1997 • Registered Foreign Lawyer in the UK, 2002
  • Year joined: 1995
  • Year became partner: 2002
Jay H. Rubinstein's photo

Overview

Jay specializes in tax, estate and financial planning with an emphasis on international tax and trust planning. His practice provides counsel to clients on inbound and outbound investment and tax planning and corporate and partnership tax planning. He also advises non-U.S. clients with respect to U.S. tax consequences of private equity and hedge fund investments.

Publications and speaking engagements

Jay is the co-author of many publicatlions, including: 

  • Co-Author of "Fleece the Fleeing," Trusts and Estates Magazine, July 2008. 
  • "Supreme Court Addresses Foreign Tax Evasion in Pasquantino v. United States," Withers Bergman LLP briefing note, June 2004.
  • "American Jobs Creation Act of 2004," Withers Bergman LLP briefing note, October 2004
  • Co-Author of "Clarifying Trusts, Creditors’ Rights and the Related Tax Implications," Trusts & Estates Magazine, April 2003
  • "Deductibility of Private Securities Partnership Expenses after Mayer," Tax Notes, March 1995.

He has also presented at conferences and conventions:

  • "The Changing Offshore Industry," World Offshore Convention, San Juan, Puerto Rico, October 2004
  • "Understanding Sharia Law," presented by Withers LLP Private Client Middle East and Far East Team, London, June 2004
  • "International Trust Planning – Negotiating the Minefield for U.S. Beneficiaries and U.S. Investments," 2nd Annual Global Family Office Conference, sponsored by MGI and Withers Bergman LLP, New York, April 2004
  • Presentations at both Withers Bergman LLP annual conferences, New York, May 2003 and June 2004.

Memberships

  • Connecticut Bar Association
  • New York State Bar Association
  • Massachusetts Bar Association
  • Society of Trust and Estate Practitioners