Broker Check

ParkBridge Webinar: “Estate Planning for U.S. Clients who own assets and in other countries"

February 29, 2024

ParkBridge hosted an informative and timely webinar this morning to a national audience of accountants, attorneys, and investors on “Estate Planning for U.S. Clients who own assets and/or have descendants in other countries (with a special focus on Israel).”

Thank you to guest presenter, Avi Z. Kestenbaum, Esq., LLM, Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP!

Watch here: https://lnkd.in/eyHSsGPr

(To get notified of upcoming live webinars, sign up at https://lnkd.in/g4KpQHzY)

#JonathanOnMoney

Details:

o Topic: “Estate Planning for U.S. Clients who own assets and/or have descendants in other countries (with a special focus on Israel)”

o Date: Thursday, February 29th 2024 @ 8:30am (30 minute program)

o Host/Moderator: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management

o Speaker: Avi Z. Kestenbaum, Esq., LLM, Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP

o Webinar Description: Avi Z. Kestenbaum 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. Here’s 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