Sign up to save your podcasts
Or
Share Episode 46: IN FOCUS: “Estate Planning for U.S. Clients who own assets and/or have descendants in other countries (with a special focus on Israel)”
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Episode 46: IN FOCUS: “Estate Planning for U.S. Clients who own assets and/or have descendants in other countries (with a special focus on Israel)”
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
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
View all episodes
By Jonathan On Money
5
1212 ratings
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
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
More shows like Jonathan On Money
View all
Planet Money
30,672 Listeners
Money Guy Show
3,225 Listeners
The Clark Howard Podcast
5,481 Listeners
Orthodox Conundrum
217 Listeners
Animal Spirits Podcast
2,023 Listeners
Meaningful People
1,989 Listeners
18Forty Podcast
663 Listeners
For Heaven's Sake
453 Listeners
Call Me Back - with Dan Senor
3,220 Listeners
Kosher Money
820 Listeners
Honestly with Bari Weiss
8,758 Listeners
Inspiration for the Nation with Yaakov Langer
1,105 Listeners
Stories Of Hope With Tzipora Grodko
321 Listeners
Ask Haviv Anything
834 Listeners
What's Your Number?
113 Listeners