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 go IN FOCUS where we cover more advanced wealth planning topics.

Today, we are joined by Galia Antebi LL.M, Member and Head of Tel Aviv Office of Ruchelman PLLC. Galia will be discussing “Form 3520 Reporting Under The Proposed Regulations.”

In this episode, Galia will discuss when distributions from foreign trusts have to be disclosed on Form 3520, and what constitutes a distribution; when a U.S. person is considered to be the owner of a foreign trust, causing its creation to be reportable on Form 3520. We will address in that relation existing rules and the proposed regs under sections 643(i), 679, 6039F, 6048, and 6677 of the Code.

***UPCOMING LIVE WEBINAR: On Thursday, March 20th @ 8:30am (New York time) featuring yours truly, Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management. I will be discussing “Common Mistakes Wealthy Families Make With Their Money (and Strategies to Avoid Them).”

Register here: https://us02web.zoom.us/webinar/register/WN_H0BjFsLfQnm1tUbOqpGhmA  ***

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