The U.S. and Western Europe have long been linked by strong cultural ties, and it is not surprising that today many families face cross-border issues involving these regions. Now, more than ever, it is necessary for wealth planning professionals to see beyond the borders of their country in order to understand the multi-jurisdictional issues that impact their clients. Participants will gain a better understanding of the factors that impact strategic asset decisions for each client. The speakers will provide a general overview of the main succession issues that arise in practice and suggest pragmatic solutions.
HOST/MODERATOR
- Jonathan I. Shenkman, Associate Director of Investments/Financial Advisor - Oppenheimer & Co. Inc.
SPEAKERS
- Stanley C. Ruchelman, Chairman
- Galia Antebi, Managing Member
Date & Time
Thursday, May 13
8:30 A.M. – 9:00 A.M.
Location
Online
Link to Webinar Provided Upon Registration
*Open to both newly admitted and experienced attorneys (transitional/nontransitional)
For questions regarding this and other Ruchelman events, contact marketing@ruchelaw.com.