Episode # 74 of the "Jonathan On Money" podcast just dropped!
This week we go “IN FOCUS” to explore more advanced wealth planning topics. On today's show we welcome back Avi Z. Kestenbaum, Partner at Long Island basedMeltzer, Lippe, Goldstein & Breitstone, LLPwhere he will discuss “Estate Planning If You Have Assets/Heirs In Israel".
You can listen on Apple, Spotify, my website, or wherever you get your podcasts.
(Note: This session was recorded at this year's Yeshiva University & ParkBridge: Estate and Wealth Management Symposium on September 10th.)
Details:
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 cover “Estate Planning If You have Assets/Heirs In Israel" featuring Avi Z. Kestenbaum, Partner at Long Island based Meltzer Lippe.
Today’s show is a recording from session # 1 of the Yeshiva University & ParkBridge Estate Planning & Wealth Management Symposium. It will cover 1) Tax and estate issues with owning apartments and properties in Israel and in other countries. 2) U.S. trusts that have Israeli or foreign grantors, trustees or beneficiaries. 3) Foreign trusts that have U.S. beneficiaries or own U.S. assets. 4) Cross-border probate and estate tax issues. 5) Tax, compliance, and reporting issues with owning bank accounts and assets in Israel and other countries. 6) U.S. Gift and Estate Tax issues for foreigners
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