This week's show is for all of you Americans living abroad with investments in the US. When the time comes (cue "The Circle of Life" in the background) the inheritance process may be complicated. You may need the dreaded transfer certificate. I am joined by lawyer extraordinaire Ariel S. Rosenzveig, who specializes in elder law, trusts & estates, tax planning, employment law, and mediation and he shares some tips on how to make the inheritance process go smoothly.
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ABOUT OUR GUEST:
Ariel S. Rosenzveig received his Juris Doctor from the Benjamin N. Cardozo School of Law in May, 2011, and has been practicing law with the firm since August, 2011. During his summers while in law school, Ariel interned with the United States Commodity Futures Trading Commission in New York and with the Securities & Futures Commission in Hong Kong, China. While in law school, Ariel served on the staff of the Cardozo Public Law, Policy & Ethics Journal, volunteered with the Cardozo Advocates for Battered Women, and participated in the National Institute for Trial Advocacy’s Intensive Trial Advocacy Program. Prior to attending law school, Ariel worked as an arbitrage trader for a small proprietary trading firm on Wall Street. Ariel graduated summa cum laude from Yeshiva University in 2006.
Ariel practices principally in the fields of elder law, trusts & estates, tax planning, employment law, and mediation.
Ariel is licensed to practice law in the states of New York and New Jersey, and is a member of the New York State Bar Association (NYSBA), NYSBA’s Elder Law section, and the National Academy of Elder Law Attorneys (NAELA). In June, 2015, Ariel successfully completed a certificate program in mediation through the Program on Negotiation at Harvard Law School.
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CONTACT ARIEL:
Website: https://www.ejrosenlaw.com/
Email: ariel@ejrosenlaw.com
American phone: (914) 816-2900
Israel phone: 02-654-7067
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Facebook: https://www.facebook.com/AaronKatsmanLC/
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SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142
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Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
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VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
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CONTACT ME:
Email me: aaron@lighthousecapital.co.il
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DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
