Tax, Trusts & Estates and Investment Considerations for Israeli and American Families and Their Businesses
February 10, 2020 at 7:00pm – 9:00pm
Fox Rothschild LLP and Broide & Co.
Palo Alto JCC
3921 Fabian Way
Room G-103
Palo Alto, CA 94303
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
Speakers:
- Debra Hirsch, Fox Rothschild LLP
- Mark Hess, Fox Rothschild LLP
- Gidon Broide, Broide & Co.
- Inna Merzheritsky, BPM LLP
- Ben Maimon, Maimon Wealth