Webinar: Common US Estate Planning Techniques: Implications for US/Israeli Cross-Border Families

Wednesday, January 20, 2021 - Wednesday, January 20, 2021

Webinar from 12 to 1 pm via gotowebinar

January 20, 2021 from 12-1 EST. $30 for STEP Members/$50 for non members

The presentation will focus on common US estate planning techniques and their implications in Israel for families with exposure to both jurisdictions.

US grantor with Israeli beneficiaries and Israeli grantor with US beneficiaries. 1 NY CLE

Panelists:

Yair Benjamini, Partner, Benjamini & Co.

Yair has worked in the field of taxation for the last 20 years and over time has acquired broad legal knowledge and extensive experience in all areas of Israeli taxation, as well as in a wide range of complex international taxation issues.

Fred Kahn, CPA Partner, Philip Stein & Associates

Fred leads, builds and sets the direction of the firm ensuring the delivery of quality, cutting-edge solutions to our clients. Fred has been working in public accounting since 2002 when he started his career in the financial services division of Ernst & Young LLP in New York specializing in Hedge funds.

Fred moved to Israel with his family in September 2005. Since then he has been working very closely with venture capital funds, high tech corporations and high net worth individuals. He has expertise consulting in many areas of US tax law including estate and gift planning, voluntary disclosures and both foreign and domestic trusts. He joined Philip Stein and Associates in 2013.

Shelly Meerovitch, J.D. Bernstein

Shelly Meerovitch, JD, is the Head of Global Families Wealth Strategies and a Senior Vice President at AB’s New York office. She brings over 20 years of expertise in international and domestic trusts and estate issues. Before joining Bernstein, Shelly was a partner of the law firm Katten Muchin Rosenman LLP in New York. She focuses on international planning and works with our ultrahigh-net-worth clients and their professional advisors to optimize structures for tax-efficient investment in the US, wealth transfer to US beneficiaries, and the creation and administration of global trusts. Shelly is a member of the State Bar of New York and has written on many pre-immigration planning and cross-border tax issues.

Philip Stein CEO & President Philip Stein & Associates

Philip established the practice upon arriving in Israel in 1979. Since that time the firm has grown to be the largest U.S. accounting firm in Israel with offices in Jerusalem, Ramat Gan and Bet Shemesh.

Philip grew up on the South Side of Chicago; and graduated from the University of Illinois followed by an MBA from the University of Michigan. Philip started his career working in Chicago for Ernst & Ernst, a predecessor to Ernst & Young, in their tax department. During those years he lectured at Roosevelt University, Loyala University and Northeastern University in Chicago.