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Joshua Rubenstein's Testimony in Off-Shore Trusts Case Reported in The Dallas Morning News and Law360

Firm News | January 7, 2016

Joshua Rubenstein, national head of the firm's Trusts and Estates practice, recently testified in a prominent tax case involving off-shore trusts. Joshua noted that it is legal for the beneficiaries of a trust to use and enjoy luxury goods purchased by the trust. He also indicated that it is appropriate for the trusts to pay for the maintenance and taxes of those goods. Joshua stated, "It's their money and their property and it’s there for them to use." ("Wyly Trial Expert: Trusts Buying Luxury Items for Family Use Not Unusual," Dallas Morning News, January 7, 2016; "Wyly Defends Offshore Trusts In $2.2B Tax Fraud Trial," Law 360, January 7, 2016)

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