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.

In this week’s episode, we are joined by K. Eli Akhavan who is a Partner at the law firm Grant, Herrmann, Schwartz & Klinger based in New York. Eli will discuss the very important topic of "“International Estate Planning - Traps for the Unwary."

This program will discuss the main issues of concern when representing and advising foreign clients with assets or beneficiaries in the United States and will also address the traps and pitfalls of having a non-citizen spouse that is a US green card holder. The session will offer actionable and practical advice to ensure that clients are advised properly and will also identify areas of risk and how to navigate around them. Issues to be discussed include tax pitfalls and solutions for foreigners owning real estate and financial assets in the United States, foreigners making gifts to US persons, and gifts and bequests to non-citizen spouses. 

***UPCOMING LIVE WEBINAR: Thursday, November 14th at 8:30am (EST) featuring Amy O’Hara of the law firm Littman Krooks based in Westchester, NY. Amy will be speaking on the very important topic of “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility.”

Register here: https://us02web.zoom.us/webinar/register/WN_7GX0Pk0dSJqer9yyRl1Ryw

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