Sun, Feb 09

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Eastside Torah Center - Chabad Bellevue

Tax, Trusts & Estates and Investment Considerations for Israeli and American Families and Their Businesses

MaimonWealth is pleased to present together with Fox Rothschild, Broide & Co., and Roer and Company. Join us to hear from and meet with a multi-disciplinary team of experts who specialize in US-Israel cross border planning.

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Tax, Trusts & Estates and Investment Considerations for Israeli and American Families and Their Businesses

Time & Location

Feb 09, 2020, 7:00 PM – 9:00 PM PST

Eastside Torah Center - Chabad Bellevue, 16199 Northup Way, Bellevue, WA 98008, USA

About The Event

When a family tree has branches in both the United States and Israel, important decisions on how to cultivate and preserve family wealth take on new layers of complexity.

Join us for a special discussion covering the financial and legal issues that may arise when handling tax, trust and estate, and investment planning for Israeli and American families and their businesses.

Topics include:

  • Who Benefits? Income and Estate Tax Planning and Compliance for US Trusts with Israeli Beneficiaries
  • Select U.S. and Israeli Tax and Legal Issues When Doing Business in Israel
  • Investment Issues and Planning for Israeli and American Families and Business Executives

Speakers:

  • Debra Hirsch, Fox Rothschild LLP
  • Mark Hess, Fox Rothschild LLP
  • Gidon Broide, Broide & Co.
  • Greg Roer, Roer and Company 
  • Ben Maimon, Maimon Wealth

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