19 March 2018 - Article
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.
Admissions
Publications
Memberships
Talks
Commonwealth of MA, 1989
State of New York, 1990
State of Connecticut, 1997
Registered Foreign Lawyer in the UK, 2002
‘IRS makes treaty request for Swiss banking details of HSBC client’, taxanalysts, __ May 2016
‘Swiss banks send U.S. client data before cascade of accords’, Bloomberg, August 2014
‘Fleece the Fleeing’, Trusts and Estates Magazine - July 2008, co-author
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
Education
Languages
- English
Dates
Joined
1995
Partner
2002
