Tuesday, September 26th, 2017

Upcoming Webinar for Professionals – 10 Free Registrations!

August 30, 2017 by  
Filed under Estate Planning

On Tuesday, September 12, 2017, at 8pm Israel time, 1pm EDT, together with three other excellent, knowledgeable professionals, I will be presenting on: Reconciling U.S. and Israeli Law on Trust Taxation, Inheritance Laws, Situs Wills and Wealth Transfers”. Specifically, I will be speaking on both the topics of: U.S. estate tax regime vs. Israeli Law [...]

Planning For the Future – Wills & Incapacity in the US & Israel

February 15, 2017 by  
Filed under Estate Planning

TOGETHER WITH AACI IN TEL AVIV Planning For the Future – Wills & Incapacity in the US & Israel   Do I need an Israeli Will? A US Will? Both? What is a trust? Do I need one? What is a Guardian (in Hebrew “Apotropos”)? When would I need one and how is he or she chosen? I’ve been putting off writing a [...]

U.S. amnesty window of opportunity

January 19, 2017 by  
Filed under Estate Planning

Published in the Jerusalem Post · 5 Jan 2017 · • By FELICIA M. SEATON and LEON HARRIS Reprinted by Permission This article can either be read below, or online at: http://pressreader.com/@O_S.2/rsC2x8fmEtHACLYOo36gSNxKfMnvi4C4tK9ZRXa3GPg1   U.S. persons have a rare window of opportunity. It is important to take advantage of this window. That window provides us the [...]

Lecture: Wills, Inheritances & Taxes in the U.S. & Israel

January 11, 2017 by  
Filed under Estate Planning

Tuesday, Jan. 24, 2017 at 7:30 pm in Rehovot  Topics will include: Should I have a U.S. Will and an Israeli Will? What will happen if I can’t make decisions anymore? Which taxes apply to me? What planning is available to reduce those taxes? If you have minor children, if you own anything in the US, or if [...]

End of Year Planning

December 5, 2016 by  
Filed under Estate Planning

The end of the year is nigh! December 31 is a cutoff date for several tax benefits that you might be eligible to enjoy. Come hear what they are. If you are planning your end of year taxes, it’s a good time to implement some other ideas as well! Learn how to prepare your Will, [...]

Partnering with AACI Down South

May 8, 2016 by  
Filed under Estate Planning

AACI Navigational Lecture Series Get the inside scoop on information you need to ease your life in Israel. Wills and Trusts in Israel and Abroad Monday, May 23 at 7pm Should I have a US Will and an Israeli Will? What will happen if I can’t make decisions anymore? If you have minor children, if [...]

What We Need to Know

September 10, 2015 by  
Filed under Estate Planning

At this time many of us tend to review the past year, to learn from it, and ensure that we are prepared for the new coming year. I thought that a checklist would help in the estate planning realm:  Do you know what you own? Where is it located? What is the contact information for [...]

Cyber Spring Cleaning – Really?!?

April 1, 2015 by  
Filed under Estate Planning

At this time of year when we clean our homes, and occasionally find things that we forgot that we had, we can easily overlook our ‘digital assets’.  As more and more of our lives are conducted online (such as on Facebook, Twitter, Youtube and other social media), and as more and more of our personal [...]

A Taste of US Taxation of Estates

September 4, 2014 by  
Filed under Estate Planning

Thanks to the generosity of the International Business Structuring Association (IBSA), my article on Estate taxation in the U.S. was published. This is a consise overview of issues that frequently arise. http://www.istructuring.com/knowledge/article/taxation-of-estates-in-the-united-states/ For more information or any questions or comments, please do not hesitate to contact me.  

US Income Taxes & Me?

October 21, 2013 by  
Filed under Estate Planning

The second article in a series in the Jerusalem Post on US income taxation and you, where Aaron Katsman interviewed Felicia M. Seaton, Esquire on this subject: http://www.jpost.com/Business/Business-Features/Your-Investment-More-facts-about-FACTA-328943 More information about Aaron Katsman at www.gpsinvestor.com, He recently wrote a book on retirement: “Retirement GPS: How to Navigate Your Way to A Secure Financial Future with Global Investing” [...]

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