Trusts & Estates Considerations for Israeli and American Families
2000 Market St.
20th Floor
Philadelphia, PA 19103
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 complimentary breakfast program covering the financial and legal issues that may arise when handling trust and estate planning between nations.
Topics include:
- Who Benefits? Ins & Outs of Income Tax Compliance for U.S. Trustees With Israeli Beneficiaries, and Foreign Trust Issues for U.S. Beneficiaries
- Laying a Strong Foundation: U.S. and Israeli Tax and Legal Implications When Buying Land in Israel
- When a Family Member Makes Aliyah: Ensuring a Smooth Move for You and Your Family Member
Speakers:
- Debra Hirsch, Fox Rothschild LLP
- Mark Hess, Fox Rothschild LLP
- Karen Goldberg, EisnerAmper
- Edo Pollack, EisnerAmper
- Gidon Broide, Broide & Co
Agenda:
8 – 8:30 am: Registration & Continental Breakfast
8:30 – 9 am: Who Benefits? Ins & Outs of Income Tax Compliance for U.S. Trustees With Israeli Beneficiaries, and Foreign Trust Issues for U.S. Beneficiaries
9 – 9:30 am: Laying a Strong Foundation: U.S. and Israeli Tax and Legal Implications When Buying Land in Israel
9:30 – 10 am: When a Family Member Makes Aliyah: Ensuring a Smooth Move for You and Your Family Member
10 – 10:30 am: Remaining remarks/Q & A
This event will take place in Fox Rothschild’s Philadelphia, New York City and Morristown offices on the following dates:
Philadelphia |
New York |
Morristown, NJ |
Questions? Contact 1.877.778.7369 or [email protected].