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

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? 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.
• Greg Roer, Roer and Company 
• Ben Maimon, Maimon Wealth