Mon, Feb 10 | Palo Alto JCC

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 BPM LLC. Join us to hear from and meet with a multi-disciplinary team of experts who specialize in US-Israel cross border planning.
Registration is Closed

Time & Location

Feb 10, 2020, 7:00 PM – 9:00 PM PST
Palo Alto JCC, 3921 Fabian Way, Palo Alto, CA 94303, 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


  • Debra Hirsch, Fox Rothschild LLP
  • Mark Hess, Fox Rothschild LLP
  • Gidon Broide, Broide & Co.
  • Inna Merzheritsky, BPM LLP
  • Ben Maimon, Maimon Wealth
  • Exclusive Tickets

Share This Event

Let’s Talk!

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your circumstances, we’d be pleased to hear from you. Please leave your information and we will  follow up.


+972 72-215-8580