Wealth planning for Families connected to Israel - what’s coming up for the trust and legal industry?

SPEAKER
Inbal Faibish Wassmer, Partner, Head of the Zurich Branch, Goldfarb Gross Seligman www.goldfarb.com

TOPIC
Wealth planning for Families connected to Israel - what’s coming up for the trust and legal industry?

For those who deal with Israeli clients or clients with assets in Israel, it is sometimes challenging to keep up with changes in Israeli law in relation to wealth planning.

In this session, we will cover not only what is new but what is on the horizon in the world of taxation and reporting of Israeli and, in some cases, non-Israeli assets and controlling persons. Topics covered include:

• Current landscape of Israeli wealth planning and international tax considerations.
• Compliance challenges
• The forthcoming residency rules  
• Potential new obligations for foreign trusts and foundations with Israeli beneficiaries.
• Expected changes to the CFC and other offshore entities
• Are we expecting expatriation rules and forthcoming exit tax regimes  
• Wealth planning and inheritance tax considerations for resident and structure that have Israeli assets.
• Reassessment of the current estate planning tools like wills, trusts, and insurance policies under the anticipated changes.
• New disclosure program (is this a possibility?)

SPEAKER CV
INBAL FAIBISH WASSMER is a leading Israeli international taxation and private wealth lawyer, advising families, individuals and financial institutions. She possesses unique expertise regarding trusts, estates, international tax planning for family wealth, insurance, philanthropy, financial regulation, and immigration.
Inbal is a partner with Goldfarb Gross Seligman, Israeli largest law firm, and heads its Zurich branch. She also proudly serves as Vice-President of the Switzerland- Israel Chamber of Commerce, the Vice-chair of the Private Client Committee of the International Bar Association (IBA). Inbal is the sole attorney ranked as Expertise Based Abroad in the Chambers HNW guide Private Wealth Law category for Israel.

STEP Office Zug
Corinne Graf
Administration/Events