Trusts & Estates Considerations for Israeli and American Families

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 November 12

New York November 13

Morristown, NJ November 14

Questions? Contact 1.877.778.7369 or [email protected].