Tax, Trusts & Estates and Investment Considerations for Israeli and American Families and Their Businesses
Mon, Feb 10
|Palo Alto JCC
MaimonWealth is pleased to present together with Fox Rothschild, Broide & Co., and BPM LLC. Join us to hear from and meet with a multi-disciplinary team of experts who specialize in US-Israel cross border planning.
Time & Location
Feb 10, 2020, 7:00 PM – 9:00 PM PST
Palo Alto JCC, 3921 Fabian Way, Palo Alto, CA 94303, USA
Guests
About the event
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
Tickets
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