U.S.-Israeli Tax and Estate Planning for Dual Citizens

Mr. Akhavan focuses his practice on tax and estate planning for high-net-worth US and non-US clients. He advises domestic and international individuals and families with respect to tax and estate planning for their US assets and beneficiaries. Mr. Akhavan also advises cross-border clients on all aspects of international estate matters, including foreign trusts, pre-immigration and expatriation planning, and on planning for the purchase of US residential and investment real property. He has considerable knowledge of the reporting requirements applicable with respect to foreign financial accounts and assets and with respect to FATCA and its global equivalent, the Common Reporting Standards (CRS). Mr. Akhavan's practice includes advising clients on the formation of private trust companies for purposes of wealth management and privacy.

Mr. Broide provides accounting and tax services to Israeli and foreign clients. He and the firm are specialists in the fields of Israeli taxation, including taxation of trusts, individuals and corporate entities. The majority of his clients are Israelis from the Anglo-Saxon countries, mainly the US. He and his team advise multinational families on their tax planning, working closely with top local firms in various countries. He is a qualified Israeli and US CPA with over 20 years of experience.

Ms. Malca’s expertise includes litigation in all judicial instances in the civil and rabbinical courts, she has over 23 years of experience in handling complex and sensitive cases, which has provided her with extensive knowledge in all aspects of personal status (complex inheritance cases, property disputes between siblings, divorce cases, division of property, alimony, custody, immigration and child abduction, guardianship, etc.).‎ She has extensive experience in accompanying people, families and businesses at various stages, and has the skills to formulate a strategic plan tailored to the specific needs and goals of families and businesses, which includes building and carrying out a legal, family and tax strategy on an ongoing basis. Ms. Malca's expertise in drafting agreements for companies in general and for family businesses in particular, prevents the company from being exposed to intra-family disputes of its partners and arranging proper intergenerational transfer in the business, alongside providing ongoing, comprehensive and continuous consulting to ensure the continued activity of the family company even after the longevity of the founding partners, while integrating the second and third generations into the family business.‎ ‎In addition, she serves as a mediator for families and businesses, and advocates resolving disputes in general and in family disputes in particular, in alternative ways.‎