Jay H. Rubinstein

Partner | Geneva

Jay is a partner in the private client and tax team.

He focuses on tax, estate and financial planning with an emphasis on international tax and trust planning. Jay provides counsel to clients on inbound and outbound investment and tax planning and corporate and partnership tax planning.

He advises non-US clients with respect to US tax consequences of moving to the US; US tax and reporting consequences and planning for US beneficiaries within a structure; investing in the US, including in US real estate and private equity and hedge fund investments and advises non-US institutions as to US tax compliance.

Jay has also been heavily involved in advising clients on the IRS Voluntary Disclosure and Streamline programmes, FATCA and CRS.

Full profile
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The US tax code is very complex, and he knows how to summarise it very nicely and makes it very easy to understand.

Chambers HNW 2018, Switzerland
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Jay possesses considerable experience advising a broad range of international clients on complex US tax matters. He is noted for particular strength in investment and trust planning issues.

Chambers Global 2019

Focus areas

Beneficiaries and heirs

Families and family offices

High-net-worth individuals

Europe

North America

Trustees, executors and fiduciaries

Admissions

Publications

Memberships

Talks

Commonwealth of MA, 1989

State of New York, 1990

State of Connecticut, 1997

Registered Foreign Lawyer in the UK, 2002

‘Working Group Seeks Answers on ‘Medical Condition Exception,’ Tax Notes - May 15, 2020, co-author

‘Coronavirus Working Group Focuses on International Tax Issues,’ Tax Notes – May 14, 2020, co-author

‘IRS makes treaty request for Swiss banking details of HSBC client’, taxanalysts, __ May 2016, author

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Society of Trust and Estate Practitioners

New York State Bar Association

Massachusetts Bar Association

Connecticut Bar Association

‘US - Planning for American - Swiss Succession: tax and legal aspects’ - STEP Geneva Lunch Seminar - June 2017

‘Trump Tax Proposal Withers Breakfast Briefing’ - June 2017

‘US tax and immigration Withers Breakfast Briefing’ - November 2016

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Education

Northeastern University School of Law, J.D.
Syracuse University, Accounting, B.S.
University of Hartford, Taxation, M.S.

Languages

  • English

Dates

Joined

1995
Partner

2002

Recognition

Geneva

63 rue du Rhône,

1204 Genève

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Insight

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