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Saturday, June 25, 2011


For those readers that have issues involving trusts and foreign accounts, I suggest they review my latest article entitled Final Regulations Expand on FBAR Reporting which is being published in the July 2011 edition of Estate Planning Journal (WG&L). To my knowledge, it is the only summary out there that brings together in one analysis the various disparate factual circumstances that may trigger an FBAR filing requirement for a trust or persons connected with trusts (including grantors, beneficiaries, and trustees). I hope to have a copy of the article up at my firm’s website in a few days (

A special thanks to my co-author, a sharp, up-and-coming estates and trusts lawyer in Miami, Jenna Rubin…and yes, she is my daughter.

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