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 countrieso  U.S. trusts that have Israeli or foreign grantors, trustees or beneficiarieso  Foreign trusts that have U.S. beneficiaries or own U.S. assetso  Cross-border probate and estate issueso  Tax, compliance, and reporting issues with owning bank accounts and assets in Israel and other countrieso  U.S. Gift and Estate Tax issues for foreigners Stay connected:1) Questions? Comments? Media Inquiries? Reach out to [email protected]) 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.

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