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Episode 46 of "Jonathan On Money" just dropped!

March 06, 2024

This week, join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.


Today, we will discuss will “Estate Planning for U.S. Clients who own assets and/or have descendants in other countries (with a special focus on Israel)” Avi Z. Kestenbaum, Esq., LLM, Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP.


Today’s show will cover the importance of Estate Planning for U.S. persons who have assets or descendants in other countries, with a special focus on Israel. We will cover.


o  Tax and estate issues with owning apartments and properties in Israel and other countries

o  U.S. trusts that have Israeli or foreign grantors, trustees or beneficiaries

o  Foreign trusts that have U.S. beneficiaries or own U.S. assets

o  Cross-border probate and estate issues

o  Tax, compliance, and reporting issues with owning bank accounts and assets in Israel and other countries

o  U.S. Gift and Estate Tax issues for foreigners


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