Avi Z. Kestenbaum to Speak at ParkBridge Winter Webinar – “Estate Planning for U.S. Clients Who Own Assets and/or Have Descendants in Other Countries (with a special focus on Israel)”

February 29, 2024 @ 8:30am

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February 11, 2024 @ 9:00am

Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group will be a speaker at the ParkBridge Winter Webinar: “Estate Planning for U.S. Clients Who Own Assets and/or Have Descendants in Other Countries (with a special focus on Israel).” Avi will discuss the importance of Estate Planning for U.S. persons who have assets or descendants in other countries, with a special focus on Israel.

Below is a brief list of what will be covered:

  • Tax and estate issues with owning apartments and properties in Israel and other countries.
  • U.S. trusts that have Israeli or foreign grantors, trustees or beneficiaries.
  • Foreign trusts that have U.S. beneficiaries or own U.S. assets.
  • Cross-border probate and estate issues.
  • Tax, compliance and reporting issues with owning bank accounts and assets in Israel and other countries.
  • U.S. Gift and Estate Tax issues for foreigners.

Register here.