"Estate planning and administration for the Cross-Border client with ties to the United States and Israel", STEP NY
June 25, 2024
STEP NY
New York International Private Client Partner Dina Kapur Sanna will be speaking on legal and tax considerations for cross-border clients with ties to Israel on June 25. Specifically, the topics will include legal and tax considerations for a US Person living in the US owning assets in Israel, for a US Person living in Israel owning assets in the US, and for a non-US Person owning assets in the US.
The program will include:
- The tax treatment of trusts in Israel
- The coordination of wills in each country
- The appointment of executors in each country
- US situs rules and tax considerations for non-US persons
- Probate proceedings in each country