Tax, Trusts & Estates and Investment Considerations for Israeli and American Families and Their Businesses

February 11, 2020 at 8:00am10:00am
Fox Rothschild LLP and Broide & Co.
Fox Rothschild - San Francisco office

345 California St.

Suite 2200

San Francisco, CA 94104-2670

When a family tree has branches in both the United States and Israel, important decisions on how to cultivate and preserve family wealth take on new layers of complexity.

Join us for a special discussion covering the financial and legal issues that may arise when handling tax, trust and estate, and investment planning for Israeli and American families and their businesses.

Topics include:

  • Who Benefits? Ins & Outs of Income and Estate Tax Planning and Compliance for US Trusts with Israeli Beneficiaries
  • Select U.S. and Israeli Tax and Legal Issues When Doing Business in Israel
  • Investment Issues and Planning for Israeli and American Families and Business Executives


  • Debra Hirsch, Fox Rothschild LLP
  • Mark Hess, Fox Rothschild LLP
  • Gidon Broide, Broide & Co.
  • Inna Merzheritsky, BPM LLP
  • Ben Maimon, Maimon Wealth